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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 %
BNP Paribas Financial Markets
476
BNP Paribas Financial Markets
France
$3.52M -$2.04M -57,275 -37%
KOMWMG
477
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.51M -$22.8K -640 -0.6%
OFG
478
Omega Financial Group
California
$3.51M +$71.1K +2,000 +2%
CNBTD
479
Citizens National Bank Trust Department
Mississippi
$3.49M +$3.49M +97,975 New
WR
480
Watson Rebecca
$3.48M -$2.13K -60 -0.1%
KFS
481
Kelly Financial Services
Massachusetts
$3.47M +$3.42M +96,120 +6,539%
MWC
482
MKD Wealth Coaches
Michigan
$3.46M -$477K -13,415 -12%
GWM
483
Geneos Wealth Management
Colorado
$3.46M -$123K -3,590 -3%
WA
484
Wealth Alliance
New York
$3.4M +$421K +11,835 +14%
MSAM
485
Moloney Securities Asset Management
Missouri
$3.4M -$1.27M -35,640 -27%
BCA
486
Berman Capital Advisors
Georgia
$3.39M -$843K -23,715 -20%
CCM
487
Canal Capital Management
Virginia
$3.38M -$304K -8,545 -8%
LWP
488
Legacy Wealth Planning
Nevada
$3.38M -$78.1K -2,195 -2%
BRC
489
BHF RG Capital
Arizona
$3.38M -$6.11M -171,570 -64%
AWM
490
Altavista Wealth Management
North Carolina
$3.35M +$1.34M +37,780 +67%
KLI
491
Kelman-Lazarov Inc
Tennessee
$3.35M -$394K -11,080 -11%
PTC
492
Private Trust Company
Ohio
$3.35M +$358K +10,095 +12%
BFWA
493
Benchmark Financial Wealth Advisors
Florida
$3.34M -$3.62M -101,920 -52%
CRCM
494
Corbett Road Capital Management
Virginia
$3.34M +$297K +8,345 +10%
MGIA
495
Moneta Group Investment Advisors
Missouri
$3.34M -$495K -13,915 -13%
WAG
496
Winthrop Advisory Group
Massachusetts
$3.34M -$23.5K -665 -0.7%
BWM
497
BerganKDV Wealth Management
Minnesota
$3.33M +$88K +2,475 +3%
ONB
498
Old National Bancorp
Indiana
$3.32M -$312K -8,775 -9%
FSG
499
Financial Strategies Group
Michigan
$3.3M -$41.8K -1,175 -1%
HCC
500
Hirtle Callaghan & Co
Pennsylvania
$3.28M -$1.41M -39,710 -30%