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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
PG
626
Patten Group
Tennessee
$1.72M -$253K -8,810 -13%
ARG
627
Advisory Resource Group
Oklahoma
$1.72M -$186K -6,480 -10%
SW
628
StrongBox Wealth
Missouri
$1.72M +$1.72M +59,720 New
ATWA
629
Arbor Trust Wealth Advisors
Michigan
$1.7M -$40.7K -1,415 -2%
BWA
630
Beam Wealth Advisors
Louisiana
$1.68M -$1.13M -39,225 -40%
CS
631
Credit Suisse
Switzerland
$1.68M +$693K +24,090 +70%
BSW
632
Buckingham Strategic Wealth
Missouri
$1.68M -$882K -30,655 -34%
RT
633
Rockland Trust
Massachusetts
$1.66M -$372K -12,925 -18%
EWF
634
Epstein & White Financial
California
$1.66M +$1.66M +57,570 New
OWD
635
Osborn Williams & Donohoe
Ohio
$1.65M -$12.9K -450 -0.8%
SIA
636
Starfire Investment Advisers
Michigan
$1.64M -$3.11M -108,145 -65%
GVAG
637
Great Valley Advisor Group
Delaware
$1.63M -$647K -22,510 -28%
RPC
638
Rossmore Private Capital
Connecticut
$1.63M -$897K -30,820 -36%
AWM
639
Altavista Wealth Management
North Carolina
$1.63M +$1.18M +40,845 +261%
RPSA
640
Richard P. Slaughter Associates
Texas
$1.62M -$1.04M -36,235 -39%
AC
641
Alley Company
Illinois
$1.62M -$37.6K -1,305 -2%
PWM
642
Provident Wealth Management
Tennessee
$1.61M +$7.77K +270 +0.5%
PG
643
Prostatis Group
Maryland
$1.61M +$1.14M +39,475 +240%
CFO
644
CVA Family Office
Colorado
$1.61M -$330K -11,475 -17%
BFO
645
Boston Family Office
Massachusetts
$1.6M -$156K -5,420 -9%
MOS
646
MGO One Seven
Ohio
$1.6M -$207K -7,185 -11%
VCM
647
Vivaldi Capital Management
Illinois
$1.59M -$6.91K -240 -0.4%
AFG
648
Albion Financial Group
Utah
$1.59M -$37.5K -1,305 -2%
ACM
649
Azimuth Capital Management
Michigan
$1.56M +$547K +19,000 +54%
EB
650
Eastern Bank
Massachusetts
$1.56M -$168K -5,840 -10%