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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 %
WI
701
WrapManager Inc
California
$2.05M -$221K -5,375 -10%
Mercer Global Advisors
702
Mercer Global Advisors
Colorado
$2.03M +$283K +6,870 +16%
CBT
703
Central Bank & Trust
Kentucky
$2.02M -$13.4K -325 -0.7%
LFA
704
Legacy Financial Advisors
Kentucky
$2.01M +$81.9K +1,990 +4%
SHJ
705
Sharkey, Howes & Javer
Colorado
$1.99M +$400K +9,715 +25%
CC
706
Cadinha & Co
Hawaii
$1.98M +$227K +5,505 +13%
TNB
707
TCF National Bank
South Dakota
$1.97M -$420K -10,205 -18%
CT
708
Cambridge Trust
Massachusetts
$1.97M -$15.4K -375 -0.8%
EVM
709
Eaton Vance Management
Massachusetts
$1.96M +$61.7K +1,500 +3%
MCIA
710
Mountain Capital Investment Advisors
Colorado
$1.96M +$1.24M +30,320 +174%
ACM
711
AUA Capital Management
Pennsylvania
$1.95M
CNB
712
Camden National Bank
Maine
$1.93M +$605K +14,710 +46%
MWM
713
MinichMacGregor Wealth Management
New York
$1.92M -$38.5K -935 -2%
BCWM
714
Blue Chip Wealth Management
Florida
$1.91M +$8.44K +205 +0.4%
LWA
715
Lineweaver Wealth Advisors
Ohio
$1.9M +$1.9M +46,275 New
GC
716
Gilbert & Cook
Iowa
$1.9M -$4.73K -115 -0.2%
CCM
717
Condor Capital Management
New Jersey
$1.89M -$34K -825 -2%
FMW
718
Farr Miller & Washington
District of Columbia
$1.89M +$142K +3,440 +8%
HIMC
719
Heritage Investors Management Corp
Maryland
$1.89M +$211K +5,125 +13%
IAS
720
Investment Advisory Services
Texas
$1.88M +$1.88M +45,520 New
CC
721
Claybrook Capital
Massachusetts
$1.87M
PFA
722
Pinnacle Family Advisors
Missouri
$1.87M +$1.65K +40 +0.1%
VIM
723
Vista Investment Management
Pennsylvania
$1.86M +$3.09K +75 +0.2%
SWPG
724
Strategic Wealth Partners Group
Illinois
$1.85M -$7.41K -180 -0.4%
SXL
725
Summit X LLC
Missouri
$1.85M +$60.8K +1,495 +3%