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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
651
Carnegie Investment Counsel
Ohio
$1.78M +$158K +4,450 +10%
FSWA
652
Financial Synergies Wealth Advisors
Texas
$1.76M +$333K +9,365 +23%
WF
653
Welch & Forbes
Massachusetts
$1.74M +$125K +3,520 +8%
FWP
654
FAS Wealth Partners
Kansas
$1.74M -$141K -3,960 -7%
Mercer Global Advisors
655
Mercer Global Advisors
Colorado
$1.74M +$90.1K +2,535 +5%
IP
656
Investment Partners
Ohio
$1.73M +$15.6K +440 +0.9%
VFA
657
Valeo Financial Advisors
Indiana
$1.72M -$435K -12,225 -20%
KIA
658
KCM Investment Advisors
California
$1.72M +$308K +8,670 +22%
AIA
659
Arcadia Investment Advisors
Idaho
$1.71M -$41.1K -1,155 -2%
HIMC
660
Heritage Investors Management Corp
Maryland
$1.7M +$70.4K +1,980 +4%
SCM
661
Smith Capital Management
Arkansas
$1.7M +$395K +11,110 +30%
CBT
662
Central Bank & Trust
Kentucky
$1.7M +$103K +2,905 +6%
EK
663
Evensky & Katz
Florida
$1.69M -$136K -3,825 -7%
American Century Companies
664
American Century Companies
Missouri
$1.69M +$231K +6,500 +16%
RPC
665
Rossmore Private Capital
Connecticut
$1.67M -$313K -8,815 -16%
LWM
666
Lionsbridge Wealth Management
Florida
$1.67M +$1.67M +47,020 New
CC
667
Cadinha & Co
Hawaii
$1.66M +$1.15M +32,350 +225%
EFL
668
ERn Financial LLC
Wisconsin
$1.66M -$711K -19,995 -30%
BF
669
Blankinship & Foster
California
$1.65M +$240K +6,750 +17%
CHC
670
City Holding Co
West Virginia
$1.63M +$159K +4,460 +11%
1IA
671
1834 Investment Advisors
Wisconsin
$1.63M +$39.1K +1,100 +2%
MFG
672
Merit Financial Group
Georgia
$1.6M -$1.2M -33,835 -43%
FMW
673
Farr Miller & Washington
District of Columbia
$1.6M -$74.3K -2,090 -4%
BCWM
674
Blue Chip Wealth Management
Florida
$1.58M -$9.96K -280 -0.6%
HIA
675
Harbor Investment Advisory
Maryland
$1.58M +$74.1K +2,085 +5%