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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 %
UBV
551
United Bank (Virginia)
Virginia
$2.71M +$2.85K +80 +0.1%
SAS
552
Stelac Advisory Services
New York
$2.71M -$580K -16,325 -18%
WPW
553
Waldron Private Wealth
Pennsylvania
$2.69M -$996K -28,015 -27%
CWM
554
CCG Wealth Management
California
$2.69M +$385K +10,835 +17%
ST
555
Sabal Trust
Florida
$2.68M -$8.89K -250 -0.3%
CI
556
Cavalier Investments
Georgia
$2.68M +$765K +21,505 +40%
SA
557
Silversage Advisors
California
$2.68M +$1.26M +30,325 +89%
LWP
558
Legacy Wealth Partners
California
$2.66M +$137K +3,855 +5%
BCMO
559
Buckingham Capital Management (Ohio)
Ohio
$2.64M +$255K +7,175 +11%
TCM
560
Twin Capital Management
Pennsylvania
$2.64M +$2.64M +74,325 New
VWM
561
Valley Wealth Managers
New Jersey
$2.62M -$64.7K -1,820 -2%
BHIA
562
Birch Hill Investment Advisors
Massachusetts
$2.61M -$71.1K -2,000 -3%
WA
563
Wilshire Advisors
California
$2.6M +$2.6M +73,075 New
DC
564
Davenport & Co
Virginia
$2.6M -$39.8K -1,120 -2%
SWP
565
Summit Wealth Partners
Florida
$2.58M +$1.22M +34,380 +90%
Renaissance Technologies
566
Renaissance Technologies
New York
$2.58M +$1.78M +50,000 +222%
MPCG
567
Matrix Private Capital Group
New York
$2.54M +$282K +7,920 +12%
NDSI
568
Newman Dignan & Sheerar Inc
Rhode Island
$2.53M -$65.9K -1,760 -3%
CIAS
569
Capital Investment Advisory Services
North Carolina
$2.52M +$620K +17,430 +33%
NL
570
NEPC LLC
Massachusetts
$2.52M
WQ
571
Wealth Quarterback
New Jersey
$2.52M +$28.8K +810 +1%
SIAP
572
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.5M -$60.9K -1,000 -2%
MWP
573
Moller Wealth Partners
$2.5M -$252K -7,085 -9%
SBLIC
574
Security Benefit Life Insurance Company
Kansas
$2.49M
IF
575
Ironwood Financial
Arizona
$2.48M +$59.4K +1,670 +2%