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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 %
LAS
451
Lloyd Advisory Services
Georgia
$3.37M +$259K +8,990 +8%
PB
452
Pinnacle Bancorp
Nebraska
$3.36M +$125K +4,350 +4%
TCM
453
Telos Capital Management
California
$3.32M +$59.4K +2,065 +2%
NNP
454
Nachman Norwood & Parrott
South Carolina
$3.3M +$1.56M +54,370 +90%
VFP
455
Verus Financial Partners
Virginia
$3.28M -$57.6K -2,000 -2%
HCMT
456
Highland Capital Management (Tennessee)
Tennessee
$3.27M +$25.2K +875 +0.8%
OIA
457
OneDigital Investment Advisors
Kansas
$3.25M +$328K +11,275 +11%
WIC
458
Whitegate Investment Counselors
New Hampshire
$3.25M -$93.5K -3,250 -3%
CFC
459
Coyle Financial Counsel
Illinois
$3.21M +$101K +3,515 +3%
MWC
460
MKD Wealth Coaches
Michigan
$3.19M -$122K -4,225 -4%
Deutsche Bank
461
Deutsche Bank
Germany
$3.19M +$250K +8,675 +9%
VCM
462
Virtue Capital Management
Tennessee
$3.18M -$7.29M -253,355 -70%
MI
463
Moneywise Inc
Virginia
$3.16M +$360K +12,520 +13%
PW
464
Price Wealth
Texas
$3.15M -$3.01M -104,785 -49%
FFS
465
Founders Financial Securities
Maryland
$3.15M +$1.56M +54,110 +98%
SSWM
466
Sheets Smith Wealth Management
North Carolina
$3.15M +$1.58K +55 +0.1%
BCM
467
Boltwood Capital Management
California
$3.14M +$165K +5,720 +6%
FC
468
FCA Corp
Texas
$3.13M +$131K +4,540 +4%
LF
469
LifeSteps Financial
California
$3.13M -$84.7K -2,945 -3%
SAM
470
Securian Asset Management
Minnesota
$3.13M +$513K +17,825 +20%
APW
471
Acima Private Wealth
Virginia
$3.12M +$3.06M +106,290 +4,944%
MGIA
472
Moneta Group Investment Advisors
Missouri
$3.1M +$365K +12,685 +13%
Cerity Partners
473
Cerity Partners
New York
$3.1M -$258K -8,980 -8%
FWCM
474
Ferguson Wellman Capital Management
Oregon
$3.08M -$348K -12,100 -10%
PBF
475
Petix & Botte Financial
California
$3.07M +$242K +8,405 +9%