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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 %
ATWA
651
Arbor Trust Wealth Advisors
Michigan
$2.48M +$2.48M +60,350 New
NNP
652
Nachman Norwood & Parrott
South Carolina
$2.48M -$76.8K -1,865 -3%
EB
653
Eastern Bank
Massachusetts
$2.48M -$46.3K -1,125 -2%
JG
654
Jefferies Group
New York
$2.47M -$1.52M -36,825 -38%
BPCE
655
Bank Pictet & Cie (Europe)
Germany
$2.47M
MWM
656
Mattern Wealth Management
Kansas
$2.47M +$2.47M +60,000 New
HPWM
657
Highland Private Wealth Management
Washington
$2.42M +$22.6K +550 +0.9%
BIM
658
Bridgecreek Investment Management
Oklahoma
$2.4M
EK
659
Evensky & Katz
Florida
$2.39M -$726K -17,645 -23%
GWMIA
660
Global Wealth Management Investment Advisory
Florida
$2.39M +$132K +3,215 +6%
OWD
661
Osborn Williams & Donohoe
Ohio
$2.38M +$206 +5 +0%
FC
662
Financial Consulate
Maryland
$2.37M +$133K +3,235 +6%
AC
663
Alley Company
Illinois
$2.37M +$14.4K +350 +0.6%
BFG
664
Beacon Financial Group
Texas
$2.36M -$206K -4,995 -8%
PCMC
665
Private Capital Management (Colorado)
Colorado
$2.35M
WS
666
Wedbush Securities
California
$2.33M -$80.5K -1,955 -3%
AFG
667
Albion Financial Group
Utah
$2.32M -$33.6K -815 -1%
SGK
668
Steigerwald Gordon & Koch
Virginia
$2.31M -$74.9K -1,820 -3%
QCM
669
Quest Capital Management
Texas
$2.3M -$98.4K -2,390 -4%
PWM
670
Provident Wealth Management
Tennessee
$2.29M +$2.29M +55,680 New
CRC
671
Curi RMB Capital
Illinois
$2.29M -$337K -8,185 -13%
VCM
672
Vivaldi Capital Management
Illinois
$2.28M -$4.12K -100 -0.2%
FFS
673
Founders Financial Securities
Maryland
$2.28M +$235K +5,720 +12%
HI
674
Horizon Investments
North Carolina
$2.28M +$234K +5,690 +11%
MHS
675
M Holdings Securities
Oregon
$2.28M -$111K -2,700 -5%