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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 %
MWP
626
Moller Wealth Partners
$2.67M +$246K +5,965 +10%
1NWS
627
1 North Wealth Services
Maryland
$2.66M +$70.8K +1,720 +3%
BCMO
628
Buckingham Capital Management (Ohio)
Ohio
$2.65M +$48.2K +1,170 +2%
HIA
629
Harbor Investment Advisory
Maryland
$2.65M +$2.65M +64,390 New
FNBOO
630
First National Bank of Omaha
Nebraska
$2.63M -$325K -7,900 -11%
LWP
631
Legacy Wealth Partners
California
$2.63M +$2.63M +63,270 New
CCM
632
Colorado Capital Management
Colorado
$2.62M -$17.7K -430 -0.7%
VFA
633
Valeo Financial Advisors
Indiana
$2.62M +$97.8K +2,375 +4%
SW
634
SteelPeak Wealth
California
$2.6M +$2.6M +63,090 New
DFA
635
Delta Financial Advisors
Louisiana
$2.59M -$24.7K -600 -0.9%
MOS
636
MGO One Seven
Ohio
$2.59M -$155K -3,755 -6%
FIM
637
Fernwood Investment Management
Massachusetts
$2.57M -$20.4K -495 -0.8%
GFP
638
Gryphon Financial Partners
Ohio
$2.56M -$14.2K -345 -0.6%
PR
639
Payden & Rygel
California
$2.56M +$11.3K +275 +0.4%
BC
640
Burleson & Co
California
$2.56M -$3.87M -93,055 -60%
FCI
641
Financial Counselors Inc
Kansas
$2.54M -$21.6K -525 -0.8%
LCOV
642
London Company of Virginia
Virginia
$2.54M +$1.78M +43,150 +231%
SNT
643
Security National Trust
West Virginia
$2.54M +$9.26K +225 +0.4%
Legal & General Group
644
Legal & General Group
United Kingdom
$2.53M +$1.2M +29,225 +91%
CCMG
645
Clark Capital Management Group
Pennsylvania
$2.53M +$127K +3,075 +5%
GC
646
Guggenheim Capital
Illinois
$2.52M -$105K -2,560 -4%
BFO
647
Boston Family Office
Massachusetts
$2.52M +$12.6K +305 +0.5%
HWA
648
Heritage Way Advisors
Illinois
$2.51M +$200K +4,870 +9%
BWM
649
BigSur Wealth Management
Florida
$2.51M
CRCM
650
Corbett Road Capital Management
Virginia
$2.5M +$2.5M +60,675 New