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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 %
EIP
501
Ellis Investment Partners
Pennsylvania
$3.49M +$291K +7,675 +9%
BSW
502
Buckingham Strategic Wealth
Missouri
$3.47M -$198K -5,130 -5%
LPT
503
Legacy Private Trust
Wisconsin
$3.46M -$4.83K -125 -0.1%
PAG
504
Pinnacle Advisory Group
Maryland
$3.43M -$51K -1,320 -1%
AC
505
Alexandria Capital
Virginia
$3.43M -$72.6K -1,880 -2%
EWA
506
Exencial Wealth Advisors
Oklahoma
$3.4M +$122K +3,160 +4%
RPC
507
Rossmore Private Capital
Connecticut
$3.33M -$12.4K -320 -0.4%
VWM
508
Valley Wealth Managers
New Jersey
$3.32M -$103K -2,660 -3%
SCG
509
Sonata Capital Group
Washington
$3.3M
ST
510
Sabal Trust
Florida
$3.29M +$6.38K +165 +0.2%
BNP Paribas Financial Markets
511
BNP Paribas Financial Markets
France
$3.29M
FTI
512
Fiduciary Trust International
Massachusetts
$3.25M +$767K +19,860 +31%
SWM
513
SVA Wealth Management
Wisconsin
$3.24M +$143K +3,690 +5%
NDSI
514
Newman Dignan & Sheerar Inc
Rhode Island
$3.24M -$69.8K -1,805 -2%
JIP
515
Jaffetilchin Investment Partners
Florida
$3.23M -$396K -10,235 -11%
KLI
516
Kelman-Lazarov Inc
Tennessee
$3.21M +$474K +12,265 +17%
DI
517
DAGCO Inc
Ohio
$3.21M +$198K +5,135 +7%
BWM
518
BerganKDV Wealth Management
Minnesota
$3.2M -$19.3K -500 -0.6%
PPA
519
Parametric Portfolio Associates
Washington
$3.17M -$773K -20,010 -20%
PCM
520
Parsons Capital Management
Rhode Island
$3.12M +$17.4K +450 +0.6%
RIA
521
Regal Investment Advisors
Michigan
$3.09M -$127K -3,290 -4%
PMFA
522
Plante Moran Financial Advisors
Michigan
$3.09M +$44.2K +1,145 +1%
CTC
523
Central Trust Company
Missouri
$3.08M +$35.9K +930 +1%
UBG
524
United Bank (Georgia)
Georgia
$3.02M +$91.4K +2,365 +3%
TPWA
525
TRUE Private Wealth Advisors
Oregon
$3.01M +$79.6K +2,060 +3%