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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 %
BRM
676
Boston Research & Management
Massachusetts
$1.58M -$16.9K -455 -1%
PW
677
Price Wealth
Texas
$1.58M -$523K -14,120 -25%
ABTD
678
Arvest Bank Trust Division
Oklahoma
$1.57M
PRWA
679
Platte River Wealth Advisors
Colorado
$1.57M -$47.2K -1,275 -3%
RMCM
680
Reynders McVeigh Capital Management
Massachusetts
$1.56M -$65.8K -1,775 -4%
HPC
681
HM Payson & Co
Maine
$1.56M -$294K -7,930 -16%
CCMD
682
Cypress Capital Management (Delaware)
Delaware
$1.55M +$107K +2,875 +7%
PJB
683
Paul John Balson
California
$1.54M
FSWA
684
Financial Synergies Wealth Advisors
Texas
$1.53M -$298K -8,030 -16%
CC
685
Cadinha & Co
Hawaii
$1.53M -$198K -5,350 -11%
CAM
686
Cozad Asset Management
Illinois
$1.53M +$147K +3,975 +11%
PCMC
687
Private Capital Management (Colorado)
Colorado
$1.53M -$80.1K -2,160 -5%
CCM
688
Condor Capital Management
New Jersey
$1.53M -$89.5K -2,415 -6%
HIA
689
Harbor Investment Advisory
Maryland
$1.53M -$122K -3,280 -7%
BWL
690
Bogart Wealth LLC
Virginia
$1.52M -$185 -5 -0%
MMHP
691
Murphy Middleton Hinkle & Parker
Georgia
$1.51M -$11.7K -315 -0.8%
SFG
692
SevenBridge Financial Group
Pennsylvania
$1.51M +$155K +4,170 +11%
V
693
VeraBank
Texas
$1.5M -$59.3K -1,600 -4%
KIA
694
KCM Investment Advisors
California
$1.5M -$289K -7,790 -16%
KA
695
Kovack Advisors
Florida
$1.49M +$105K +2,825 +8%
CSIC
696
Clifford Swan Investment Counsel
California
$1.49M +$18.5K +500 +1%
3F
697
360 Financial
Minnesota
$1.49M +$58K +1,565 +4%
BC
698
Bartlett & Co
Ohio
$1.48M +$161K +4,355 +12%
BCWM
699
Bartlett & Co Wealth Management
Ohio
$1.48M +$161K +4,355 +12%
SC
700
Sepio Capital
Utah
$1.47M