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iShares Core S&P Mid-Cap ETF

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
526
Ellis Investment Partners
Pennsylvania
$3.01M -$314K -8,190 -9%
PG
527
Patten Group
Tennessee
$3M +$155K +4,080 +5%
SWM
528
SVA Wealth Management
Wisconsin
$3M +$474K +12,500 +19%
PCM
529
Perritt Capital Management
Illinois
$2.97M +$71.6K +1,890 +2%
DI
530
DAGCO Inc
Ohio
$2.95M -$69.1K -1,825 -2%
ST
531
Sabal Trust
Florida
$2.95M -$9.47K -250 -0.3%
SFP
532
Shepherd Financial Partners
Massachusetts
$2.95M +$719K +18,970 +32%
BAS
533
Brown Advisory Securities
Maryland
$2.93M -$1.8M -47,565 -38%
KWM
534
Kingsview Wealth Management
Oregon
$2.9M +$1.07M +28,205 +58%
IP
535
Investment Partners
Ohio
$2.9M -$70.5K -1,860 -2%
PFM
536
Parsec Financial Management
North Carolina
$2.9M +$202K +5,335 +8%
BWM
537
BigSur Wealth Management
Florida
$2.88M
SBLIC
538
Security Benefit Life Insurance Company
Kansas
$2.84M -$2.84M -75,000 -50%
FTC
539
Farmers Trust Company
Ohio
$2.83M -$230K -6,070 -8%
WB
540
WesBanco Bank
West Virginia
$2.82M +$334K +8,810 +13%
MGIA
541
Moneta Group Investment Advisors
Missouri
$2.82M -$22.5K -595 -0.8%
CTC
542
Central Trust Company
Missouri
$2.8M +$25.8K +680 +0.9%
TCB
543
Texas Capital Bancshares
Texas
$2.79M +$458K +12,085 +20%
MA
544
Mutual Advisors
Nebraska
$2.77M +$22.5K +595 +0.8%
UBG
545
United Bank (Georgia)
Georgia
$2.76M +$112K +2,950 +4%
BHIA
546
Birch Hill Investment Advisors
Massachusetts
$2.75M +$46K +1,215 +2%
CBN
547
Cadence Bank NA
Texas
$2.75M +$78.4K +2,070 +3%
WI
548
WrapManager Inc
California
$2.73M -$80.9K -2,135 -3%
DC
549
Davenport & Co
Virginia
$2.7M +$105K +2,760 +4%
ECM
550
Exchange Capital Management
Michigan
$2.69M +$463K +12,225 +21%