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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
526
Regal Investment Advisors
Michigan
$3.01M +$582K +16,375 +24%
CPA
527
Clear Perspective Advisors
Illinois
$3M -$241K -6,785 -7%
SCG
528
Sonata Capital Group
Washington
$2.97M -$51.2K -1,440 -2%
PAG
529
Pinnacle Advisory Group
Maryland
$2.97M -$320K -9,000 -10%
BIA
530
Bigelow Investment Advisors
Maine
$2.96M -$587K -16,500 -17%
PWA
531
Physician Wealth Advisors
Utah
$2.95M +$1.23M +31,695 +72%
UBG
532
United Bank (Georgia)
Georgia
$2.93M -$34.7K -975 -1%
FBA
533
Front Barnett Associates
Illinois
$2.91M +$131K +3,675 +5%
GT
534
Glenview Trust
Kentucky
$2.89M +$1.37M +38,540 +90%
ARG
535
Advisory Resource Group
Oklahoma
$2.89M +$764K +21,475 +36%
GTAM
536
Global Trust Asset Management
Florida
$2.88M +$676K +19,005 +31%
HWM
537
HighMark Wealth Management
Minnesota
$2.87M -$11.8K -330 -0.4%
FAIM
538
Financial Advocates Investment Management
Washington
$2.86M -$69.5K -2,000 -2%
GWMIA
539
Global Wealth Management Investment Advisory
Florida
$2.84M +$101K +2,835 +4%
LPT
540
Legacy Private Trust
Wisconsin
$2.83M -$324K -9,105 -10%
ECG
541
Edge Capital Group
Georgia
$2.8M -$119K -3,360 -4%
HWA
542
Heritage Way Advisors
Illinois
$2.79M -$33.8K -950 -1%
UF
543
Univest Financial
Pennsylvania
$2.79M +$368K +10,350 +15%
PCM
544
Parsons Capital Management
Rhode Island
$2.78M -$25.3K -710 -0.9%
ECM
545
Exchange Capital Management
Michigan
$2.78M +$266K +7,470 +11%
Deutsche Bank
546
Deutsche Bank
Germany
$2.76M -$1.18M -33,090 -30%
FLA
547
Financial Life Advisors
Texas
$2.75M -$244K -6,855 -8%
FFS
548
Founders Financial Securities
Maryland
$2.73M -$1.16M -32,720 -30%
AC
549
Alexandria Capital
Virginia
$2.72M -$299K -8,410 -10%
MOACM
550
Mutual of America Capital Management
New York
$2.72M -$45.9K -1,290 -2%