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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 %
VOYA Investment Management
676
VOYA Investment Management
Georgia
$2.28M +$1.09M +26,585 +93%
PA
677
Pinnacle Associates
New York
$2.25M -$337K -8,180 -13%
TAM
678
Townsend Asset Management
North Carolina
$2.25M +$2.25M +54,540 New
CCG
679
Cypress Capital Group
Florida
$2.24M -$123K -2,985 -5%
TGAM
680
TBH Global Asset Management
Tennessee
$2.24M +$2.24M +54,310 New
CAW
681
Cornerstone Advisors (Washington)
Washington
$2.23M +$15K +365 +0.7%
RSWM
682
Robertson Stephens Wealth Management
California
$2.22M -$293K -7,130 -12%
EWA
683
EP Wealth Advisors
California
$2.21M +$150K +3,645 +7%
WA
684
WBH Advisory
Maryland
$2.21M -$70.6K -1,715 -3%
AW
685
ACG Wealth
Georgia
$2.2M -$288K -6,995 -12%
PA
686
Parallel Advisors
California
$2.19M +$133K +3,230 +6%
RWB
687
RMR Wealth Builders
New Jersey
$2.18M +$2.18M +52,885 New
NB
688
NBT Bank
New York
$2.17M +$2.26K +55 +0.1%
FWP
689
FAS Wealth Partners
Kansas
$2.17M +$102K +2,480 +5%
AIP
690
Ahrens Investment Partners
Louisiana
$2.17M -$231K -5,610 -10%
CWM
691
Campbell Wealth Management
Virginia
$2.16M +$19.6K +475 +0.9%
DSAM
692
Dock Street Asset Management
Florida
$2.12M -$7.21K -175 -0.3%
WF
693
Welch & Forbes
Massachusetts
$2.12M +$510K +12,395 +32%
CBFP
694
Cedar Brook Financial Partners
Ohio
$2.11M +$87.5K +2,125 +4%
OWA
695
Outlook Wealth Advisors
Texas
$2.11M +$599K +14,540 +40%
SFS
696
Sowell Financial Services
Arkansas
$2.1M -$3.11M -75,580 -60%
AIA
697
Arcadia Investment Advisors
Idaho
$2.1M -$34.2K -830 -2%
MYIA
698
Mount Yale Investment Advisors
Colorado
$2.08M -$257K -6,415 -11%
HB
699
Homrich & Berg
Georgia
$2.07M -$18.3K -445 -0.9%
AF
700
Advisornet Financial
Minnesota
$2.06M +$34.2K +830 +2%