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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 %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$236M +$20.2M +566,880 +9%
AA
27
Alesco Advisors
New York
$213M +$652K +18,345 +0.3%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$196M -$32.7M -918,245 -14%
V
29
Veritable
Delaware
$191M -$15.8M -444,970 -8%
CAM
30
Cresset Asset Management
Illinois
$186M +$3.79M +106,455 +2%
Creative Planning
31
Creative Planning
Kansas
$179M -$18.8M -528,990 -10%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$177M +$56.4M +1,585,760 +47%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$166M -$1.35M -38,035 -0.8%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$144M +$1.43M +40,300 +1%
HT
35
Hefren-Tillotson
Pennsylvania
$142M +$9.2M +258,610 +7%
TA
36
Tiedemann Advisors
New York
$130M +$9.62M +270,590 +8%
Members Trust
37
Members Trust
Florida
$126M +$126M +3,554,450 New
Osaic Holdings
38
Osaic Holdings
Arizona
$116M -$266M -7,472,385 -70%
UB
39
UMB Bank
Missouri
$114M -$6.95M -195,545 -6%
HNB
40
Huntington National Bank
Ohio
$99.5M -$105M
TAIM
41
TD Ameritrade Investment Management
Nebraska
$99.2M -$7.96M -223,805 -7%
MIA
42
MainStreet Investment Advisors
Illinois
$97.3M +$19.9M +559,390 +26%
GT
43
Greenleaf Trust
Michigan
$88.7M +$4.38M +123,085 +5%
Franklin Resources
44
Franklin Resources
California
$88.1M +$25.8M +694,335 +41%
LI
45
LVZ Inc
Michigan
$87.6M +$6.35M +178,620 +8%
Charles Schwab
46
Charles Schwab
California
$86.8M +$86.8M +2,439,515 New
Jones Financial Companies
47
Jones Financial Companies
Missouri
$85.9M -$1.33M -37,800 -2%
LWA
48
Lenox Wealth Advisors
New York
$83.9M +$3.63M +102,005 +5%
BIM
49
Bridges Investment Management
Nebraska
$83.8M -$2.29M -64,370 -3%
APCM
50
Alaska Permanent Capital Management
Alaska
$83.6M -$20M -561,550 -19%