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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 %
SGK
676
Steigerwald Gordon & Koch
Virginia
$1.57M -$24.9K -700 -2%
RMCM
677
Reynders McVeigh Capital Management
Massachusetts
$1.56M +$426K +11,985 +37%
PRWA
678
Platte River Wealth Advisors
Colorado
$1.56M +$1.56M +43,615 New
CCM
679
Condor Capital Management
New Jersey
$1.55M -$44.8K -1,260 -3%
RT
680
Rockland Trust
Massachusetts
$1.55M -$508K -14,285 -25%
PCMC
681
Private Capital Management (Colorado)
Colorado
$1.54M +$40.4K +1,135 +3%
FCA
682
FinTrust Capital Advisors
South Carolina
$1.54M +$162K +4,565 +12%
BFA
683
Beacon Financial Advisory
Ohio
$1.54M -$41.1K -1,155 -3%
BRM
684
Boston Research & Management
Massachusetts
$1.54M +$725K +20,400 +89%
EWA
685
EP Wealth Advisors
California
$1.53M -$1.18M -33,110 -43%
ACM
686
AUA Capital Management
Pennsylvania
$1.51M -$334K -9,400 -18%
ABTD
687
Arvest Bank Trust Division
Oklahoma
$1.51M -$2.67K -75 -0.2%
V
688
VeraBank
Texas
$1.5M -$7.47K -210 -0.5%
PJB
689
Paul John Balson
California
$1.48M +$181K +5,095 +14%
MMHP
690
Murphy Middleton Hinkle & Parker
Georgia
$1.46M -$18.7K -525 -1%
BWL
691
Bogart Wealth LLC
Virginia
$1.46M +$12.5K +350 +0.9%
TVAMP
692
Tennessee Valley Asset Management Partners
Tennessee
$1.46M +$132K +3,700 +10%
TPA
693
Trivium Point Advisory
Connecticut
$1.43M -$233K -6,495 -14%
MC
694
Moors & Cabot
Massachusetts
$1.43M -$130K -3,680 -8%
VRM
695
Vectors Research Management
New York
$1.41M -$41.3K -1,160 -3%
HC
696
HNP Capital
New York
$1.41M -$11.3M -318,275 -89%
CSIC
697
Clifford Swan Investment Counsel
California
$1.41M -$9.96K -280 -0.7%
SC
698
Sepio Capital
Utah
$1.41M
VIM
699
Vista Investment Management
Pennsylvania
$1.4M +$98K +2,755 +8%
Invesco
700
Invesco
Georgia
$1.39M -$32.8M -921,350 -96%