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iShares Core S&P Mid-Cap ETF

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
526
WealthPLAN Partners
Nebraska
$3.96M -$18.8K -450 -0.5%
KOMWMG
527
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.96M +$3.96M +96,090 New
PP
528
Palladium Partners
Virginia
$3.92M -$365K -8,870 -9%
GA
529
GFS Advisors
Texas
$3.92M -$87.7K -2,130 -2%
MGIA
530
Moneta Group Investment Advisors
Missouri
$3.91M +$883K +21,445 +29%
CCM
531
Canal Capital Management
Virginia
$3.9M +$109K +2,655 +3%
AIC
532
Ameritas Investment Company
Nebraska
$3.88M -$10.3M -249,125 -73%
BRWA
533
B. Riley Wealth Advisors
Florida
$3.88M +$1.91M +46,330 +97%
WCM
534
Washburn Capital Management
Florida
$3.86M +$3.86M +93,715 New
Cetera Investment Advisers
535
Cetera Investment Advisers
Illinois
$3.86M -$125K -3,035 -3%
CWM
536
Cranbrook Wealth Management
Michigan
$3.85M -$153K -3,720 -4%
BJL
537
Brighton Jones LLC
Washington
$3.84M +$61.5K +1,495 +2%
RPSA
538
Richard P. Slaughter Associates
Texas
$3.81M +$3.81M +92,655 New
SC
539
Stratford Consulting
Texas
$3.78M -$270K -6,550 -7%
CFS
540
CRA Financial Services
New Jersey
$3.78M +$30.5K +740 +0.8%
PAG
541
Pinnacle Advisory Group
Maryland
$3.77M +$118K +2,865 +3%
MI
542
Moneywise Inc
Virginia
$3.76M -$176K -4,555 -4%
SAM
543
Securian Asset Management
Minnesota
$3.74M
PAM
544
Private Asset Management
California
$3.74M -$151K -3,675 -4%
RA
545
RFG Advisory
Alabama
$3.73M -$193K -4,695 -5%
KLI
546
Kelman-Lazarov Inc
Tennessee
$3.71M +$284K +6,895 +8%
LPT
547
Legacy Private Trust
Wisconsin
$3.71M +$26.8K +650 +0.7%
IC
548
IEQ Capital
California
$3.69M +$3.69M +89,555 New
HF
549
Halpern Financial
Virginia
$3.68M +$3.68M +89,345 New
BFO
550
Biltmore Family Office
North Carolina
$3.67M -$56.4K -1,370 -2%