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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
426
McKinley Carter Wealth Services
West Virginia
$4.49M +$63.5K +1,785 +1%
CWM
427
Capital Wealth Management
Rhode Island
$4.49M -$198K -5,560 -4%
TFCP
428
Twin Focus Capital Partners
Massachusetts
$4.49M -$156K -4,375 -3%
TC
429
TAP Consulting
Missouri
$4.44M +$4.44M +124,925 New
JA
430
JVL Associates
Michigan
$4.44M +$2.25M +63,185 +102%
CIR
431
Clear Investment Research
Georgia
$4.44M -$129K -3,640 -3%
FNBT
432
FineMark National Bank & Trust
Florida
$4.38M -$694K -19,505 -14%
PWW
433
Pettyjohn Wood & White
Virginia
$4.37M -$458K -12,880 -9%
MI
434
Moneywise Inc
Virginia
$4.37M +$468K +13,160 +12%
SIC
435
Samalin Investment Counsel
New York
$4.35M -$15.3K -430 -0.4%
CTA
436
Colonial Trust Advisors
South Carolina
$4.35M -$5.46M -153,540 -56%
NCM
437
Novare Capital Management
North Carolina
$4.34M -$380K -10,675 -8%
CSA
438
Cottage Street Advisors
Massachusetts
$4.33M -$118K -3,325 -3%
Brown Advisory
439
Brown Advisory
Maryland
$4.32M -$171K -4,820 -4%
PB
440
Pinnacle Bancorp
Nebraska
$4.29M +$140K +3,925 +3%
ASN
441
Advisory Services Network
Georgia
$4.29M -$768K -21,605 -15%
Chevy Chase Trust
442
Chevy Chase Trust
Maryland
$4.19M -$349K -9,815 -8%
APW
443
Acima Private Wealth
Virginia
$4.13M +$272K +7,655 +7%
P
444
&Partners
Tennessee
$4.1M +$942K +26,220 +30%
FFG
445
Ford Financial Group
California
$4.09M +$417K +11,715 +11%
NNP
446
Nachman Norwood & Parrott
South Carolina
$4.09M +$11.6K +325 +0.3%
PFG
447
Pacific Financial Group
Washington
$4.08M -$3.88K -135 -0.1%
OIA
448
OneDigital Investment Advisors
Kansas
$4.06M +$59.5K +1,660 +1%
HCMT
449
Highland Capital Management (Tennessee)
Tennessee
$4.06M +$8.89K +250 +0.2%
PBF
450
Petix & Botte Financial
California
$4.05M +$2.11M +115,905 +109%