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iShares Core S&P Mid-Cap ETF

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
601
Pure Financial Advisors
California
$2.94M +$110K +2,665 +4%
NL
602
NEPC LLC
Massachusetts
$2.91M +$2.91M +70,810 New
RT
603
Rockland Trust
Massachusetts
$2.91M -$268K -6,520 -8%
SBLIC
604
Security Benefit Life Insurance Company
Kansas
$2.88M
FTC
605
Farmers Trust Company
Ohio
$2.86M -$205K -4,975 -7%
FLA
606
Financial Life Advisors
Texas
$2.86M -$112K -2,725 -4%
NCP
607
NexWave Capital Partners
New York
$2.85M +$2.85M +69,235 New
PG
608
Patten Group
Tennessee
$2.83M -$288K -6,990 -9%
CBN
609
Cadence Bank NA
Texas
$2.82M -$234K -5,690 -8%
LC
610
LCNB Corp
Ohio
$2.81M -$61.8K -1,500 -2%
PCG
611
Private Capital Group
Connecticut
$2.8M -$73.7K -1,790 -3%
ECM
612
Exchange Capital Management
Michigan
$2.8M -$158K -3,840 -5%
NEAM
613
New England Asset Management
Connecticut
$2.78M +$2.78M +67,545 New
NEPWA
614
New England Private Wealth Advisors
Massachusetts
$2.77M +$29K +705 +1%
CFO
615
CVA Family Office
Colorado
$2.77M +$2.77M +67,260 New
LF
616
Lantz Financial
Illinois
$2.76M +$168K +4,080 +6%
PI
617
Parkside Investments
Illinois
$2.76M +$28.8K +700 +1%
UBV
618
United Bank (Virginia)
Virginia
$2.74M +$90.8K +2,205 +3%
BFM
619
Broadview Financial Management
Wisconsin
$2.74M +$4.53K +110 +0.2%
AAMC
620
Asset Allocation & Management Company
Illinois
$2.73M +$2.73M +66,385 New
ARG
621
Advisory Resource Group
Oklahoma
$2.73M -$6.28M -152,680 -70%
WA
622
Wealth Alliance
New York
$2.72M +$2.72M +65,975 New
SA
623
Silversage Advisors
California
$2.7M +$2.7M +65,530 New
NCM
624
Next Capital Management
New York
$2.69M -$142K -3,445 -5%
CAG
625
Crestwood Advisors Group
Massachusetts
$2.67M +$117K +2,835 +5%