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iShares Core S&P Mid-Cap ETF

1,288 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 574 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,288
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28.02%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.35%
New
70
Increased
574
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
526
TRUE Private Wealth Advisors
Oregon
$2.95M +$948K +24,400 +47%
IP
527
Investment Partners
Ohio
$2.95M -$21K -540 -0.7%
Cerity Partners
528
Cerity Partners
New York
$2.95M +$879K +22,615 +42%
BHIA
529
Birch Hill Investment Advisors
Massachusetts
$2.95M +$126K +3,245 +4%
SFP
530
Shepherd Financial Partners
Massachusetts
$2.95M -$75.4K -1,940 -2%
UBG
531
United Bank (Georgia)
Georgia
$2.94M +$107K +2,760 +4%
GIA
532
Gladstone Institutional Advisory
Florida
$2.94M +$1.32M +34,075 +82%
SIAP
533
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.93M -$262K -3,915 -8%
WB
534
WesBanco Bank
West Virginia
$2.92M +$22.3K +575 +0.8%
SFA
535
Sequoia Financial Advisors
Ohio
$2.91M +$371K +9,550 +15%
MGIA
536
Moneta Group Investment Advisors
Missouri
$2.9M +$4.66K +120 +0.2%
CBN
537
Cadence Bank NA
Texas
$2.9M +$82.6K +2,125 +3%
FTC
538
Farmers Trust Company
Ohio
$2.89M -$7.96K -205 -0.3%
KWM
539
Kingsview Wealth Management
Oregon
$2.85M -$127K -3,260 -4%
ECM
540
Exchange Capital Management
Michigan
$2.84M +$84.1K +2,165 +3%
SAS
541
Stelac Advisory Services
New York
$2.82M -$2.32M -59,585 -45%
LWAC
542
Laurel Wealth Advisors (California)
California
$2.81M +$178K +4,575 +7%
FM
543
Family Management
New York
$2.8M -$445K -11,440 -14%
DC
544
Davenport & Co
Virginia
$2.78M +$16.3K +420 +0.6%
KLI
545
Kelman-Lazarov Inc
Tennessee
$2.75M +$151K +3,885 +6%
PFA
546
Pure Financial Advisors
California
$2.73M +$127K +3,265 +5%
SBLIC
547
Security Benefit Life Insurance Company
Kansas
$2.72M -$194K -5,000 -7%
FBA
548
Front Barnett Associates
Illinois
$2.72M +$74.8K +1,925 +3%
SXL
549
Summit X LLC
Missouri
$2.65M -$8.99K -230 -0.3%
UF
550
Univest Financial
Pennsylvania
$2.64M +$35.5K +915 +1%