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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 %
TCM
451
Telos Capital Management
California
$4.04M -$57.6K -1,620 -1%
VFP
452
Verus Financial Partners
Virginia
$4.03M -$24.4K -685 -0.6%
IMC Chicago
453
IMC Chicago
Illinois
$3.99M +$3.99M +112,185 New
CFC
454
Coyle Financial Counsel
Illinois
$3.97M +$5.69K +160 +0.1%
HMC
455
Harvard Management Company
Massachusetts
$3.96M -$573K -16,120 -13%
BCM
456
Boltwood Capital Management
California
$3.95M +$70.4K +1,980 +2%
IWAG
457
Integer Wealth Advisors Group
Georgia
$3.93M +$88.8K +2,545 +2%
KPWG
458
KFA Private Wealth Group
Virginia
$3.92M -$2.91M -81,805 -43%
FFW
459
Fusion Family Wealth
New York
$3.9M +$1.98M +55,655 +103%
PAM
460
Private Asset Management
California
$3.89M +$519K +14,595 +15%
SSWM
461
Sheets Smith Wealth Management
North Carolina
$3.87M -$24K -675 -0.6%
SAM
462
Securian Asset Management
Minnesota
$3.86M
SCM
463
SOL Capital Management
Maryland
$3.83M -$361K -10,150 -9%
FC
464
FCA Corp
Texas
$3.82M -$51K -1,435 -1%
LF
465
LifeSteps Financial
California
$3.81M -$57.8K -1,625 -1%
DAS
466
Dynamic Advisor Solutions
Arizona
$3.8M -$951K -26,740 -20%
FWCM
467
Ferguson Wellman Capital Management
Oregon
$3.79M -$7.11K -200 -0.2%
ISB
468
Iowa State Bank
Iowa
$3.76M +$1.32M +37,150 +54%
Cerity Partners
469
Cerity Partners
New York
$3.68M -$142K -3,990 -4%
GA
470
GFS Advisors
Texas
$3.63M -$36.5K -1,025 -1%
CWM
471
Cornerstone Wealth Management
Missouri
$3.6M -$146K -4,105 -4%
Cetera Investment Advisers
472
Cetera Investment Advisers
Illinois
$3.59M -$91.8K -2,580 -2%
PEA
473
Pacific Edge Advisors
California
$3.59M +$2.71M +76,250 +308%
MIAN
474
Mariner Independent Advisor Network
Kansas
$3.55M -$3.45M -97,335 -49%
PA
475
PSI Advisors
Florida
$3.53M -$671K -18,865 -16%