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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 %
HTC
51
Haverford Trust Company
Pennsylvania
$81.2M -$693K -19,480 -0.8%
State Street
52
State Street
Massachusetts
$78.3M -$11.8M -331,295 -13%
US Bancorp
53
US Bancorp
Minnesota
$73M +$9.52M +267,550 +15%
LW
54
Linscomb Wealth
Texas
$72.6M +$6.29M +176,925 +9%
LWMT
55
Legacy Wealth Management (Tennessee)
Tennessee
$72.6M -$32.3M -907,615 -31%
AIM
56
Acropolis Investment Management
Missouri
$71.6M -$17M -478,035 -19%
SSB
57
Sandy Spring Bank
Maryland
$70.1M +$58.1K +1,635 +0.1%
UCFA
58
United Capital Financial Advisors
Texas
$68.2M -$41.6K -1,170 -0.1%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$67.8M -$714K -20,085 -1%
TF
60
TIAA FSB
Florida
$66.1M -$10.5M -296,080 -14%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$65.9M -$5.7M -160,230 -8%
FWM
62
FFT Wealth Management
Pennsylvania
$64.8M +$1.07M +30,100 +2%
VFA
63
Voya Financial Advisors
Connecticut
$62M +$35.2M +1,002,075 +131%
GSWM
64
Golden State Wealth Management
California
$60.4M +$57.4M +1,982,210 +1,939%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$60.1M -$1.12M -31,490 -2%
BF
66
BOK Financial
Oklahoma
$59.4M -$20.2M -567,815 -25%
HI
67
Horizon Investments
North Carolina
$59.1M +$57.2M +1,608,755 +2,967%
SIC
68
Sigma Investment Counselors
Michigan
$58.9M -$1.6M -44,905 -3%
BFPW
69
BOK Financial Private Wealth
Colorado
$58.7M -$9.03M -253,975 -13%
Mariner
70
Mariner
Kansas
$57.1M +$16.5M +464,235 +41%
HighTower Advisors
71
HighTower Advisors
Illinois
$56.9M +$8.96M +251,975 +19%
SHGA
72
Sand Hill Global Advisors
California
$55.7M +$54.4M +1,528,245 +4,127%
AFG
73
Arkansas Financial Group
Arkansas
$55.6M -$18.8K -530 -0%
VA
74
Valmark Advisers
Ohio
$53.6M -$83.1M -2,337,150 -61%
FT
75
Fiduciary Trust
Massachusetts
$52.7M +$3.96M +111,375 +8%