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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 %
WB
526
WesBanco Bank
West Virginia
$2.98M +$78.3K +2,025 +3%
FFG
527
Ford Financial Group
California
$2.97M -$515K -13,315 -15%
EK
528
Evensky & Katz
Florida
$2.93M +$2.93M +75,690 New
PG
529
Patten Group
Tennessee
$2.92M -$204K -5,280 -7%
AWA
530
Arete Wealth Advisors
Illinois
$2.92M -$354K -9,155 -11%
RT
531
Rockland Trust
Massachusetts
$2.91M -$149K -3,950 -5%
SFP
532
Shepherd Financial Partners
Massachusetts
$2.89M -$37.7K -975 -1%
SIAP
533
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.88M -$33.2K -500 -1%
FTC
534
Farmers Trust Company
Ohio
$2.88M +$2.9K +75 +0.1%
CBN
535
Cadence Bank NA
Texas
$2.87M -$14.9K -385 -0.5%
LWAC
536
Laurel Wealth Advisors (California)
California
$2.85M +$55.5K +1,435 +2%
MGIA
537
Moneta Group Investment Advisors
Missouri
$2.85M -$37.7K -975 -1%
SAS
538
Stelac Advisory Services
New York
$2.81M
FLA
539
Financial Life Advisors
Texas
$2.79M +$185K +4,795 +7%
FNBOO
540
First National Bank of Omaha
Nebraska
$2.78M +$312K +8,075 +13%
ECM
541
Exchange Capital Management
Michigan
$2.77M -$56.6K -1,465 -2%
DC
542
Davenport & Co
Virginia
$2.77M -$17.1K -440 -0.6%
BHIA
543
Birch Hill Investment Advisors
Massachusetts
$2.76M -$168K -4,335 -6%
PWA
544
Physician Wealth Advisors
Utah
$2.73M +$2.73M +67,920 New
PCM
545
Perritt Capital Management
Illinois
$2.72M -$240K -6,215 -8%
FBA
546
Front Barnett Associates
Illinois
$2.71M +$10.1K +260 +0.4%
SBLIC
547
Security Benefit Life Insurance Company
Kansas
$2.71M
PCG
548
Private Capital Group
Connecticut
$2.7M -$320K -8,275 -11%
SFA
549
Sequoia Financial Advisors
Ohio
$2.7M -$198K -5,130 -7%
TPA
550
Trivium Point Advisory
Connecticut
$2.69M -$2.16M -57,760 -45%