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iShares Core S&P Mid-Cap ETF

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MAFM
426
Mid Atlantic Financial Management
Pennsylvania
$5M +$47.5K +1,230 +1%
AAS
427
Avantax Advisory Services
Texas
$4.99M +$719K +18,600 +17%
PWAP
428
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.97M -$4.44M -115,005 -47%
RIG
429
Roosevelt Investment Group
New York
$4.95M +$540K +13,975 +12%
WIC
430
Whitegate Investment Counselors
New Hampshire
$4.93M -$128K -3,300 -3%
HWA
431
Heritage Wealth Advisors
Virginia
$4.9M -$5.41K -140 -0.1%
SFS
432
Sowell Financial Services
Arkansas
$4.89M +$4.89M +126,525 New
CIBC World Market
433
CIBC World Market
Ontario, Canada
$4.88M +$388K +10,050 +9%
JWM
434
JGP Wealth Management
Oregon
$4.88M +$12.5K +335 +0.3%
FDCDDQ
435
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.84M -$140K -3,615 -3%
CSA
436
Cottage Street Advisors
Massachusetts
$4.8M -$140K -3,625 -3%
HCMT
437
Highland Capital Management (Tennessee)
Tennessee
$4.8M +$3.97M +102,750 +481%
MCWS
438
McKinley Carter Wealth Services
West Virginia
$4.66M -$515K -13,320 -10%
NL
439
NWAM LLC
Washington
$4.66M -$430K -11,120 -8%
HR
440
Hardy Reed
Mississippi
$4.66M +$22.6K +585 +0.5%
FWCM
441
Ferguson Wellman Capital Management
Oregon
$4.61M -$279K -7,210 -6%
PTC
442
Private Trust Company
Ohio
$4.58M -$322K -8,345 -7%
PB
443
Pinnacle Bancorp
Nebraska
$4.57M -$546K -14,125 -11%
BCA
444
Berman Capital Advisors
Georgia
$4.55M -$14.5K -375 -0.3%
APA
445
American Portfolios Advisors
New York
$4.54M +$1.23M +31,775 +37%
SSW
446
Smith Shellnut Wilson
Mississippi
$4.52M -$240K -6,220 -5%
DAS
447
Dynamic Advisor Solutions
Arizona
$4.49M +$54.5K +1,410 +1%
CFA
448
Cahill Financial Advisors
Minnesota
$4.49M -$324K -8,370 -7%
WP
449
WealthSource Partners
California
$4.47M -$521K -13,480 -10%
MWC
450
MKD Wealth Coaches
Michigan
$4.46M -$877K -22,700 -16%