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iShares Core S&P Mid-Cap ETF

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PGFC
676
Peapack-Gladstone Financial Corp
New Jersey
$1.58M +$68.6K +1,775 +5%
HIMC
677
Heritage Investors Management Corp
Maryland
$1.57M +$222K +5,745 +16%
WP
678
WealthShield Partners
North Carolina
$1.57M -$220K -5,705 -12%
VRM
679
Vectors Research Management
New York
$1.55M -$62.8K -1,625 -4%
Axa
680
Axa
France
$1.55M +$271K +7,000 +21%
MCM
681
MV Capital Management
Maryland
$1.54M -$36.5K -945 -2%
FSWA
682
Financial Synergies Wealth Advisors
Texas
$1.53M
SC
683
Sepio Capital
Utah
$1.53M
SWM
684
Sequoia Wealth Management
Illinois
$1.53M +$231K +5,965 +18%
PFGIA
685
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M +$184K +4,770 +14%
HC
686
HNP Capital
New York
$1.51M -$60.9K -1,620 -4%
WF
687
Welch & Forbes
Massachusetts
$1.51M -$5.99K -155 -0.4%
1WA
688
180 Wealth Advisors
Washington
$1.5M -$196K -5,120 -12%
GP
689
Girard Partners
Pennsylvania
$1.5M -$981K -25,390 -40%
SHJ
690
Sharkey, Howes & Javer
Colorado
$1.49M +$15.3K +395 +1%
FA
691
FC Advisory
Pennsylvania
$1.49M +$22.1K +570 +2%
CIC
692
Carnegie Investment Counsel
Ohio
$1.48M +$140K +3,625 +10%
KFGK
693
Keystone Financial Group (Kentucky)
Kentucky
$1.47M -$13.7K -355 -0.9%
LIA
694
LBMC Investment Advisors
Tennessee
$1.47M +$75.9K +1,965 +5%
HR
695
Hayden Royal
North Carolina
$1.47M +$416K +10,775 +40%
CCMD
696
Cypress Capital Management (Delaware)
Delaware
$1.46M +$353K +9,125 +32%
RIA
697
Realta Investment Advisors
Delaware
$1.46M -$255K -6,605 -15%
Simplex Trading
698
Simplex Trading
Illinois
$1.46M +$1.46M +37,780 New
KBFS
699
Kohmann Bosshard Financial Services
Ohio
$1.45M +$16.4K +425 +1%
Citadel Advisors
700
Citadel Advisors
Florida
$1.45M -$4.07M -105,375 -74%