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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
426
Dynamic Advisor Solutions
Arizona
$3.84M -$45K -1,565 -1%
NCM
427
Novare Capital Management
North Carolina
$3.82M -$258K -8,975 -6%
CI
428
Cambiar Investors
Colorado
$3.82M +$3.19M +110,750 +504%
HCC
429
Hirtle Callaghan & Co
Pennsylvania
$3.8M -$157K -5,450 -4%
CWM
430
Capital Wealth Management
Rhode Island
$3.79M -$305K -10,595 -7%
MSAM
431
Moloney Securities Asset Management
Missouri
$3.77M +$145K +5,040 +4%
TFCP
432
Twin Focus Capital Partners
Massachusetts
$3.76M +$128K +4,450 +4%
AAM
433
Ameraudi Asset Management
New York
$3.73M +$1.28M +44,635 +53%
CAGAS
434
Capital Advisory Group Advisory Services
Minnesota
$3.71M -$5.82M -202,765 -61%
CIR
435
Clear Investment Research
Georgia
$3.7M +$532K +18,500 +17%
IWAG
436
Integer Wealth Advisors Group
Georgia
$3.68M +$51.1K +1,525 +1%
HWA
437
Heritage Wealth Advisors
Virginia
$3.67M -$9.21K -320 -0.3%
Chevy Chase Trust
438
Chevy Chase Trust
Maryland
$3.67M -$264K -9,160 -7%
HMC
439
Harvard Management Company
Massachusetts
$3.67M -$131K -4,565 -3%
PFM
440
Parsec Financial Management
North Carolina
$3.66M +$822K +28,575 +29%
Brown Advisory
441
Brown Advisory
Maryland
$3.63M -$3.84M -133,335 -51%
CSA
442
Cottage Street Advisors
Massachusetts
$3.58M +$28.7K +1,000 +0.8%
MCWS
443
McKinley Carter Wealth Services
West Virginia
$3.58M +$79.1K +2,750 +2%
TI
444
Trexquant Investment
Connecticut
$3.58M +$3.26M +113,465 +1,047%
FDCDDQ
445
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.57M -$20.7K -720 -0.6%
SIC
446
Samalin Investment Counsel
New York
$3.53M -$214K -7,430 -6%
EWA
447
Exencial Wealth Advisors
Oklahoma
$3.46M +$945K +32,835 +38%
BCA
448
Berman Capital Advisors
Georgia
$3.42M +$9.5K +330 +0.3%
SCM
449
SOL Capital Management
Maryland
$3.39M +$66.9K +2,325 +2%
PA
450
PSI Advisors
Florida
$3.38M -$596K -20,845 -15%