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iShares Core S&P Mid-Cap ETF

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
651
Townsend Asset Management
North Carolina
$1.81M -$68.9K -1,860 -4%
AWM
652
Atticus Wealth Management
Florida
$1.8M +$1.57M +42,275 +676%
NB
653
NBT Bank
New York
$1.79M -$192K -5,170 -10%
HIMC
654
Heritage Investors Management Corp
Maryland
$1.79M +$14.3K +385 +0.8%
CIC
655
Carnegie Investment Counsel
Ohio
$1.79M -$65.6K -1,770 -4%
QCM
656
Quest Capital Management
Texas
$1.78M -$90.8K -2,450 -5%
CFD
657
Creative Financial Designs
Indiana
$1.77M -$79.7K -2,150 -4%
AIA
658
Arcadia Investment Advisors
Idaho
$1.77M -$9.64K -260 -0.5%
SCM
659
Smith Capital Management
Arkansas
$1.77M -$5K -135 -0.3%
FMW
660
Farr Miller & Washington
District of Columbia
$1.77M +$96.7K +2,610 +6%
TVAMP
661
Tennessee Valley Asset Management Partners
Tennessee
$1.76M +$239K +6,450 +16%
CNB
662
Camden National Bank
Maine
$1.75M +$383K +10,330 +28%
FWP
663
FAS Wealth Partners
Kansas
$1.74M -$67.3K -1,815 -4%
EFL
664
ERn Financial LLC
Wisconsin
$1.73M +$927 +25 +0.1%
PWM
665
Perigon Wealth Management
California
$1.72M -$349K -9,415 -17%
VFA
666
Valeo Financial Advisors
Indiana
$1.71M -$89.1K -2,405 -5%
BFA
667
Beacon Financial Advisory
Ohio
$1.71M +$97.7K +2,635 +6%
BF
668
Blankinship & Foster
California
$1.69M -$36.1K -975 -2%
1IA
669
1834 Investment Advisors
Wisconsin
$1.65M -$41.7K -1,125 -2%
BCWM
670
Blue Chip Wealth Management
Florida
$1.65M +$1.48K +40 +0.1%
MCM
671
Monument Capital Management
Virginia
$1.63M +$1.63M +43,995 New
HL
672
HeadInvest LLC
Maine
$1.63M +$198K +5,350 +14%
ACM
673
Azimuth Capital Management
Michigan
$1.61M +$228K +6,160 +17%
EK
674
Evensky & Katz
Florida
$1.61M -$151K -4,075 -9%
SGK
675
Steigerwald Gordon & Koch
Virginia
$1.58M -$56.3K -1,520 -3%