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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 %
CIR
451
Clear Investment Research
Georgia
$4.44M -$451K -11,665 -9%
WPW
452
Waldron Private Wealth
Pennsylvania
$4.41M +$612K +15,830 +16%
FNBT
453
FineMark National Bank & Trust
Florida
$4.39M +$395K +10,230 +10%
RWA
454
River Wealth Advisors
Pennsylvania
$4.36M +$77.5K +2,005 +2%
BIA
455
Bigelow Investment Advisors
Maine
$4.31M +$73.4K +1,900 +2%
TCM
456
Telos Capital Management
California
$4.27M -$28.2K -730 -0.7%
SSWM
457
Sheets Smith Wealth Management
North Carolina
$4.23M
PP
458
Palladium Partners
Virginia
$4.19M +$361K +8,960 +9%
CFC
459
Coyle Financial Counsel
Illinois
$4.19M -$882K -22,815 -17%
SFI
460
SPC Financial Inc
Maryland
$4.19M +$421K +10,885 +11%
TFCP
461
Twin Focus Capital Partners
Massachusetts
$4.18M -$9.08K -235 -0.2%
Schroder Investment Management Group
462
Schroder Investment Management Group
United Kingdom
$4.14M
KPCM
463
Kings Point Capital Management
New York
$4.05M -$78.1K -2,020 -2%
CFGS
464
Concourse Financial Group Securities
Alabama
$4.04M -$6.65M -172,150 -62%
FC
465
FCA Corp
Texas
$4.03M -$199K -5,145 -5%
SP
466
SWS Partners
Ohio
$4.02M +$290K +7,250 +8%
ONB
467
Old National Bancorp
Indiana
$3.99M -$119K -3,090 -3%
SPIA
468
Strategic Point Investment Advisors
Rhode Island
$3.94M +$282K +7,300 +8%
Deutsche Bank
469
Deutsche Bank
Germany
$3.94M +$1.5M +38,850 +61%
MI
470
Moneywise Inc
Virginia
$3.93M +$166K +4,305 +4%
BCM
471
Brookstone Capital Management
Illinois
$3.93M +$53.1K +1,375 +1%
GSWM
472
Golden State Wealth Management
California
$3.91M +$157K +4,050 +4%
SCM
473
SOL Capital Management
Maryland
$3.9M -$27.2K -705 -0.7%
BCM
474
Boltwood Capital Management
California
$3.87M -$47.3K -1,225 -1%
MWM
475
Mascoma Wealth Management
New Hampshire
$3.87M +$18.5K +480 +0.5%