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iShares Core S&P Mid-Cap ETF

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GLLW
426
Graves Light Lenhart Wealth
Virginia
$6.03M -$10.3K -250 -0.2%
EWM
427
Evercore Wealth Management
New York
$5.98M +$3.71K +90 +0.1%
KFA
428
Kays Financial Advisory
Georgia
$5.97M -$222K -5,390 -4%
LNB
429
Ledyard National Bank
$5.94M +$75.9K +1,845 +1%
CIBC World Market
430
CIBC World Market
Ontario, Canada
$5.93M +$732K +17,780 +14%
SFG
431
Summit Financial Group
West Virginia
$5.93M -$218K -5,305 -4%
CWM
432
Capital Wealth Management
Rhode Island
$5.86M -$138K -3,345 -2%
SLT
433
St Louis Trust
Missouri
$5.85M
MWM
434
Merriman Wealth Management
Washington
$5.84M -$39.7K -965 -0.7%
NCM
435
Novare Capital Management
North Carolina
$5.83M -$24.9K -605 -0.4%
IA
436
IFG Advisory
Georgia
$5.83M -$1.22M -29,625 -17%
CCT
437
Country Club Trust
Missouri
$5.83M +$257K +6,245 +5%
JWM
438
JGP Wealth Management
Oregon
$5.82M +$474K +11,565 +9%
FNBT
439
FineMark National Bank & Trust
Florida
$5.81M +$1.14M +27,710 +24%
FWM
440
Frontier Wealth Management
Missouri
$5.79M -$263K -6,385 -4%
PCFFS
441
Pacific Center for Financial Services
California
$5.78M +$322K +7,830 +6%
JA
442
JVL Associates
Michigan
$5.77M -$639K -15,530 -10%
NGA
443
Naples Global Advisors
Florida
$5.74M +$392K +9,525 +7%
PA
444
PSI Advisors
Florida
$5.72M +$5.72M +138,885 New
ST
445
Smithfield Trust
Pennsylvania
$5.69M -$256K -6,220 -4%
MC
446
Middleton & Co
Massachusetts
$5.67M -$68.3K -1,660 -1%
HCC
447
Hirtle Callaghan & Co
Pennsylvania
$5.66M
Chevy Chase Trust
448
Chevy Chase Trust
Maryland
$5.63M +$254K +6,165 +5%
DAS
449
Dynamic Advisor Solutions
Arizona
$5.57M +$782K +18,995 +16%
APSP
450
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.51M -$84K -2,040 -2%