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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 %
LC
476
Lubar & Co
Wisconsin
$3.82M
SC
477
Stratford Consulting
Texas
$3.8M -$41.4K -1,070 -1%
WP
478
WealthPLAN Partners
Nebraska
$3.78M -$205K -5,160 -5%
GA
479
GFS Advisors
Texas
$3.76M +$432K +11,165 +13%
CWM
480
Cranbrook Wealth Management
Michigan
$3.76M -$232K -5,990 -6%
FAIM
481
Financial Advocates Investment Management
Washington
$3.76M +$388K +10,035 +12%
JG
482
Jefferies Group
New York
$3.75M +$1.62M +41,885 +76%
Cetera Investment Advisers
483
Cetera Investment Advisers
Illinois
$3.74M -$692K -17,920 -16%
PA
484
PFG Advisors
Arizona
$3.72M -$462K -12,360 -11%
NEGWA
485
New England Guild Wealth Advisors
Connecticut
$3.72M +$397K +10,270 +12%
CPA
486
Clear Perspective Advisors
Illinois
$3.72M +$81.2K +2,100 +2%
CWM
487
CCG Wealth Management
California
$3.71M +$80.8K +2,090 +2%
RA
488
RFG Advisory
Alabama
$3.68M -$443K -11,455 -11%
MA
489
Montag & Associates
Georgia
$3.67M +$347K +8,980 +10%
IP
490
Investment Partners
Ohio
$3.65M +$721K +18,655 +25%
PAM
491
Private Asset Management
California
$3.65M +$63K +1,630 +2%
Cerity Partners
492
Cerity Partners
New York
$3.59M +$661K +17,095 +23%
OIA
493
OneDigital Investment Advisors
Kansas
$3.58M +$245K +6,350 +7%
CCM
494
Canal Capital Management
Virginia
$3.56M +$96.4K +2,495 +3%
BJL
495
Brighton Jones LLC
Washington
$3.55M -$30.1K -780 -0.8%
CFS
496
CRA Financial Services
New Jersey
$3.52M -$74K -1,915 -2%
GVAG
497
Great Valley Advisor Group
Delaware
$3.52M +$252K +6,530 +8%
SAM
498
Securian Asset Management
Minnesota
$3.51M
PFM
499
Parsec Financial Management
North Carolina
$3.51M +$132K +3,425 +4%
BFO
500
Biltmore Family Office
North Carolina
$3.5M +$250K +6,460 +8%