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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 %
ED
701
Exane Derivatives
France
$1.44M
SBH
702
Segall Bryant & Hamill
Illinois
$1.43M
CHC
703
City Holding Co
West Virginia
$1.42M +$87.2K +2,255 +7%
OWA
704
Outlook Wealth Advisors
Texas
$1.42M +$585K +15,140 +70%
CA
705
Continuum Advisory
Idaho
$1.41M -$63.3K -1,670 -4%
UTC
706
Unified Trust Company
Kentucky
$1.41M -$82.1K -2,125 -6%
SCA
707
STALEY CAPITAL ADVISERS
Pennsylvania
$1.41M -$58K -1,500 -4%
GM
708
GeoWealth Management
Illinois
$1.41M +$1.41M +36,370 New
SS
709
Sunbelt Securities
Texas
$1.4M +$1.03M +26,770 +282%
BBHC
710
Brown Brothers Harriman & Co
New York
$1.4M +$462K +11,955 +49%
KAH
711
Kathryn A. Hall
$1.39M
IWP
712
Icon Wealth Partners
Texas
$1.39M -$1.09M -28,305 -44%
ACM
713
Azimuth Capital Management
Michigan
$1.38M
OC
714
Oakworth Capital
Alabama
$1.37M +$8.31K +215 +0.6%
KL
715
KWMG LLC
Kansas
$1.36M -$139K -3,595 -9%
FFSOTS
716
Fiduciary Financial Services of The Southwest
Texas
$1.35M
OFG
717
Omega Financial Group
California
$1.33M +$63K +1,630 +5%
NS
718
NewDay Solutions
New Hampshire
$1.32M -$42.6K -1,110 -3%
GTAM
719
Global Trust Asset Management
Florida
$1.31M +$439K +11,365 +50%
SCM
720
Smith Capital Management
Arkansas
$1.31M
HCA
721
Harbour Capital Advisors
Virginia
$1.31M -$21.3K -550 -2%
JAFL
722
Jay A. Fishman Ltd
Michigan
$1.3M -$77.3K -2,000 -6%
PCA
723
Providence Capital Advisors
North Carolina
$1.29M +$22.8K +590 +2%
ONST
724
Old North State Trust
North Carolina
$1.28M -$22.4K -580 -2%
LFG
725
LifePlan Financial Group
Ohio
$1.28M +$121K +3,135 +10%