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iShares Core S&P Mid-Cap ETF

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
601
M Holdings Securities
Oregon
$2.24M -$55.8K -1,445 -2%
OWD
602
Osborn Williams & Donohoe
Ohio
$2.24M
SGK
603
Steigerwald Gordon & Koch
Virginia
$2.23M -$33.6K -870 -1%
CCG
604
Cypress Capital Group
Florida
$2.22M -$99K -2,560 -4%
AFG
605
Albion Financial Group
Utah
$2.21M -$125K -3,230 -5%
AC
606
Alley Company
Illinois
$2.21M -$5.41K -140 -0.2%
SIAS
607
Shine Investment Advisory Services
Colorado
$2.19M +$84.1K +2,175 +4%
HWA
608
Heritage Way Advisors
Illinois
$2.17M +$60.3K +1,560 +3%
VCM
609
Vivaldi Capital Management
Illinois
$2.15M -$275K -7,125 -11%
WA
610
WBH Advisory
Maryland
$2.14M +$510K +13,200 +31%
WI
611
WrapManager Inc
California
$2.13M -$419K -10,850 -16%
GWMIA
612
Global Wealth Management Investment Advisory
Florida
$2.12M +$243K +6,295 +13%
FC
613
Financial Consulate
Maryland
$2.1M +$62.2K +1,610 +3%
CAW
614
Cornerstone Advisors (Washington)
Washington
$2.08M +$272K +7,040 +15%
IAA
615
Independent Advisor Alliance
North Carolina
$2.04M +$2.04M +51,240 New
NB
616
NBT Bank
New York
$2.04M -$25.9K -670 -1%
EW
617
Evoke Wealth
California
$2.02M +$2.02M +52,325 New
CWM
618
Campbell Wealth Management
Virginia
$2.01M +$22.2K +575 +1%
AIA
619
Arcadia Investment Advisors
Idaho
$2M -$21.1K -545 -1%
DSAM
620
Dock Street Asset Management
Florida
$2M -$144K -3,715 -7%
HB
621
Homrich & Berg
Georgia
$1.96M +$262K +6,785 +15%
FWP
622
FAS Wealth Partners
Kansas
$1.94M +$89.6K +2,320 +5%
EWM
623
Executive Wealth Management
Michigan
$1.94M -$225K -5,815 -10%
AllianceBernstein
624
AllianceBernstein
Tennessee
$1.93M +$14.3K +370 +0.7%
EWA
625
EP Wealth Advisors
California
$1.93M +$85.2K +2,205 +5%