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iShares Core S&P Mid-Cap ETF

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
CSA
426
Cottage Street Advisors
Massachusetts
$4.86M -$208K -5,500 -4%
FDCDDQ
427
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.82M +$64.4K +1,700 +1%
GHCM
428
Glen Harbor Capital Management
California
$4.82M +$291K +7,680 +6%
JWM
429
JGP Wealth Management
Oregon
$4.81M +$1.55M +40,935 +48%
HWA
430
Heritage Wealth Advisors
Virginia
$4.8M -$3.77M -99,535 -44%
AF
431
Arrow Financial
New York
$4.76M -$76.7K -2,025 -2%
CFA
432
Cahill Financial Advisors
Minnesota
$4.75M -$72.4K -1,910 -2%
PA
433
PFG Advisors
Arizona
$4.6M +$180K +4,565 +4%
EWA
434
Evolution Wealth Advisors
Florida
$4.57M +$499K +13,185 +12%
CBFP
435
Cedar Brook Financial Partners
Ohio
$4.55M +$212K +5,585 +5%
HR
436
Hardy Reed
Mississippi
$4.53M +$29.9K +790 +0.7%
BJL
437
Brighton Jones LLC
Washington
$4.52M +$3.25M +85,760 +255%
AWM
438
AE Wealth Management
Kansas
$4.52M +$2.55M +67,220 +129%
PCFFS
439
Pacific Center for Financial Services
California
$4.52M +$34.7K +915 +0.8%
SAS
440
Stelac Advisory Services
New York
$4.52M
MAFM
441
Mid Atlantic Financial Management
Pennsylvania
$4.51M -$1.22M -32,255 -21%
SCG
442
Sonata Capital Group
Washington
$4.47M -$71K -1,875 -2%
BSW
443
Buckingham Strategic Wealth
Missouri
$4.44M +$1.21M +31,940 +37%
MAP
444
Milestone Advisory Partners
North Carolina
$4.43M +$632K +16,680 +17%
TVAMP
445
Tennessee Valley Asset Management Partners
Tennessee
$4.42M -$1.91M -50,495 -30%
DAS
446
Dynamic Advisor Solutions
Arizona
$4.38M +$191K +5,045 +5%
AIP
447
Ahrens Investment Partners
Louisiana
$4.36M -$873K -23,035 -17%
MWC
448
MKD Wealth Coaches
Michigan
$4.34M -$2.58M -68,135 -37%
CIBC World Market
449
CIBC World Market
Ontario, Canada
$4.26M +$42.6K +1,125 +1%
RIG
450
Roosevelt Investment Group
New York
$4.26M +$2.41M +63,575 +130%