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iShares Core S&P Mid-Cap ETF

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
476
Whitegate Investment Counselors
New Hampshire
$4.78M -$469K -11,395 -9%
VFP
477
Verus Financial Partners
Virginia
$4.78M -$573K -13,920 -11%
PTC
478
Private Trust Company
Ohio
$4.78M -$97.5K -2,370 -2%
AWM
479
Atticus Wealth Management
Florida
$4.77M +$4.77M +115,945 New
RWA
480
River Wealth Advisors
Pennsylvania
$4.76M +$125K +3,040 +3%
SCM
481
SOL Capital Management
Maryland
$4.76M +$602K +14,625 +14%
MWC
482
MKD Wealth Coaches
Michigan
$4.73M -$15.6K -380 -0.3%
SFI
483
SPC Financial Inc
Maryland
$4.71M +$248K +6,020 +6%
Millennium Management
484
Millennium Management
New York
$4.68M -$676K -16,425 -13%
TCM
485
Telos Capital Management
California
$4.66M +$112K +2,710 +2%
HCMT
486
Highland Capital Management (Tennessee)
Tennessee
$4.65M -$461K -11,200 -9%
PFO
487
Pathstone Family Office
New Jersey
$4.63M -$55.6K -135 -1%
PB
488
Pinnacle Bancorp
Nebraska
$4.62M -$240K -5,830 -5%
LF
489
LifeSteps Financial
California
$4.59M +$4.59M +111,555 New
BIA
490
Bigelow Investment Advisors
Maine
$4.58M -$9.47K -230 -0.2%
CIR
491
Clear Investment Research
Georgia
$4.53M -$205K -4,990 -4%
SPIA
492
Strategic Point Investment Advisors
Rhode Island
$4.5M +$304K +7,395 +7%
SSWM
493
Sheets Smith Wealth Management
North Carolina
$4.5M -$1.85K -45 -0%
IWAG
494
Integer Wealth Advisors Group
Georgia
$4.46M +$4.46M +108,515 New
LAS
495
Lloyd Advisory Services
Georgia
$4.45M +$4.45M +108,190 New
CFA
496
Cahill Financial Advisors
Minnesota
$4.45M -$332K -8,065 -7%
CFC
497
Coyle Financial Counsel
Illinois
$4.44M -$17.9K -435 -0.4%
PRWA
498
Platte River Wealth Advisors
Colorado
$4.37M +$4.37M +109,065 New
ECM
499
ETrade Capital Management
Virginia
$4.36M +$2.39M +58,020 +121%
FAIM
500
Financial Advocates Investment Management
Washington
$4.33M +$325K +7,885 +8%