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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 %
BFO
551
Biltmore Family Office
North Carolina
$2.26M -$312K -10,855 -12%
FBA
552
Front Barnett Associates
Illinois
$2.25M +$93.2K +3,240 +4%
CF
553
Centaurus Financial
California
$2.24M +$1.55M +53,725 +222%
HH
554
Hilltop Holdings
Texas
$2.24M -$5.82M -202,330 -72%
MOACM
555
Mutual of America Capital Management
New York
$2.24M +$1.34M +46,630 +150%
WFA
556
Wellspring Financial Advisors
Ohio
$2.23M +$2.23M +77,580 New
MWP
557
Moller Wealth Partners
$2.23M +$367K +12,745 +20%
CCMG
558
Clark Capital Management Group
Pennsylvania
$2.22M +$452K +15,710 +26%
SS
559
Sunbelt Securities
Texas
$2.22M +$863K +24,085 +64%
GWMIA
560
Global Wealth Management Investment Advisory
Florida
$2.21M +$546K +18,970 +33%
EWA
561
EP Wealth Advisors
California
$2.19M +$649K +22,565 +42%
UBV
562
United Bank (Virginia)
Virginia
$2.19M +$274K +9,530 +14%
ST
563
Sabal Trust
Florida
$2.18M -$245K -8,505 -10%
VWM
564
Valley Wealth Managers
New Jersey
$2.17M -$64.4K -2,240 -3%
BHIA
565
Birch Hill Investment Advisors
Massachusetts
$2.17M -$77.5K -2,695 -3%
MA
566
Mutual Advisors
Nebraska
$2.17M -$5.61K -195 -0.3%
DSA
567
Droms Strauss Advisors
Missouri
$2.17M +$1.7M +59,030 +366%
MYIA
568
Mount Yale Investment Advisors
Colorado
$2.15M +$651K +22,625 +44%
LWAC
569
Laurel Wealth Advisors (California)
California
$2.14M -$107K -3,735 -5%
DC
570
Davenport & Co
Virginia
$2.13M +$19K +660 +0.9%
FMBTD
571
First Midwest Bank Trust Division
Illinois
$2.12M -$94.2K -3,275 -4%
PCM
572
Perritt Capital Management
Illinois
$2.11M +$36K +1,250 +2%
GL
573
Graypoint LLC
New York
$2.11M +$2.11M +73,390 New
JT
574
Jump Trading
Illinois
$2.1M +$2.1M +73,025 New
NDSI
575
Newman Dignan & Sheerar Inc
Rhode Island
$2.08M -$380K -12,650 -15%