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iShares Core S&P Mid-Cap ETF

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
626
Campbell Wealth Management
Virginia
$1.85M -$266K -7,020 -13%
SWA
627
Stratos Wealth Advisors
Ohio
$1.84M +$161K +4,260 +10%
CCM
628
Condor Capital Management
New Jersey
$1.83M +$23.1K +610 +1%
MWM
629
MinichMacGregor Wealth Management
New York
$1.82M -$6.38M -166,290 -78%
V
630
VeraBank
Texas
$1.8M +$3.6K +95 +0.2%
TFF
631
The Family Firm
Maryland
$1.79M -$55.3K -1,460 -3%
ACM
632
AUA Capital Management
Pennsylvania
$1.79M
BCWM
633
Blue Chip Wealth Management
Florida
$1.78M -$97K -2,560 -5%
GC
634
Gilbert & Cook
Iowa
$1.77M -$22.4K -590 -1%
MMHP
635
Murphy Middleton Hinkle & Parker
Georgia
$1.77M -$568 -15 -0%
CIC
636
Carnegie Investment Counsel
Ohio
$1.76M +$49.8K +1,315 +3%
CAW
637
Cornerstone Advisors (Washington)
Washington
$1.76M +$10.2K +270 +0.6%
PSUF
638
People's United Financial
Connecticut
$1.75M +$286K +7,560 +20%
FNBOO
639
First National Bank of Omaha
Nebraska
$1.74M +$1.74M +45,975 New
BWP
640
Bernardo Wealth Planning
Pennsylvania
$1.74M +$79.2K +2,090 +5%
TC
641
TownSquare Capital
Utah
$1.74M +$166K +4,375 +11%
1IA
642
1834 Investment Advisors
Wisconsin
$1.73M -$6.63K -175 -0.4%
WP
643
WealthShield Partners
North Carolina
$1.73M -$89.8K -2,370 -5%
HFP
644
Holistic Financial Partners
Indiana
$1.72M +$1.72M +45,305 New
RFWA
645
RPg Family Wealth Advisory
Massachusetts
$1.71M +$1.37M +36,100 +394%
CC
646
Claybrook Capital
Massachusetts
$1.71M -$6.7M -176,900 -80%
HB
647
Homrich & Berg
Georgia
$1.7M +$195K +5,145 +13%
1WA
648
180 Wealth Advisors
Washington
$1.69M -$104K -2,675 -6%
VFA
649
Valeo Financial Advisors
Indiana
$1.68M -$17K -450 -1%
BAM
650
Berkshire Asset Management
Pennsylvania
$1.67M +$550K +14,535 +49%