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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
CRCM
526
Corbett Road Capital Management
Virginia
$2.46M +$716K +24,900 +41%
SCG
527
Sonata Capital Group
Washington
$2.44M -$14.1K -490 -0.6%
AC
528
Alexandria Capital
Virginia
$2.44M -$90K -3,130 -4%
SFA
529
Sequoia Financial Advisors
Ohio
$2.43M +$125K +4,335 +5%
FAIM
530
Financial Advocates Investment Management
Washington
$2.43M -$599K -20,800 -20%
FLA
531
Financial Life Advisors
Texas
$2.43M +$427K +14,855 +21%
PTC
532
Private Trust Company
Ohio
$2.42M -$916K -31,860 -27%
SWM
533
SVA Wealth Management
Wisconsin
$2.42M -$128K -4,435 -5%
WA
534
Wealth Alliance
New York
$2.41M +$511K +17,750 +27%
Koshinski Asset Management
535
Koshinski Asset Management
Illinois
$2.41M -$104K -3,630 -4%
AI
536
Accredited Investors
Minnesota
$2.41M -$2.15M -74,660 -47%
UBG
537
United Bank (Georgia)
Georgia
$2.4M -$116K -4,040 -5%
DI
538
DAGCO Inc
Ohio
$2.38M -$135K -4,700 -5%
ECG
539
Edge Capital Group
Georgia
$2.36M +$83.9K +2,915 +4%
APA
540
American Portfolios Advisors
New York
$2.35M -$62K -2,155 -3%
AWM
541
Atticus Wealth Management
Florida
$2.34M -$1M -34,770 -30%
HWM
542
HighMark Wealth Management
Minnesota
$2.32M -$241K -8,370 -9%
RWA
543
River Wealth Advisors
Pennsylvania
$2.31M -$1.02M -35,410 -31%
DL
544
DOHJ LLC
Washington
$2.3M +$141K +4,900 +7%
RSWM
545
Robertson Stephens Wealth Management
California
$2.29M +$736K +25,570 +47%
HWA
546
Heritage Way Advisors
Illinois
$2.28M +$525K +18,240 +30%
BCM
547
Brookstone Capital Management
Illinois
$2.27M -$637K -22,155 -22%
PCM
548
Parsons Capital Management
Rhode Island
$2.27M -$48.9K -1,700 -2%
MFG
549
Merit Financial Group
Georgia
$2.27M -$92.1K -3,200 -4%
RA
550
RFG Advisory
Alabama
$2.26M -$344K -11,955 -13%