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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 %
WWM
726
Windsor Wealth Management
Indiana
$1.28M -$56.3K -1,505 -4%
RW
727
RVW Wealth
California
$1.28M +$1.28M +33,045 New
AFC
728
AFT Forsyth & Company
Florida
$1.28M +$6.76K +175 +0.5%
RI
729
RPTC Inc
Wyoming
$1.27M +$5.41K +140 +0.4%
RPGK
730
Retirement Planning Group (Kansas)
Kansas
$1.26M -$122K -3,160 -9%
BWP
731
Bernardo Wealth Planning
Pennsylvania
$1.26M -$44.6K -1,155 -3%
TF
732
Trek Financial
Arizona
$1.26M -$1.12M -28,965 -47%
EWM
733
Endurance Wealth Management
Rhode Island
$1.26M +$20.9K +540 +2%
PIA
734
Piedmont Investment Advisors
North Carolina
$1.25M +$181K +4,690 +17%
TVAMP
735
Tennessee Valley Asset Management Partners
Tennessee
$1.25M -$479K -12,390 -28%
Legal & General Group
736
Legal & General Group
United Kingdom
$1.25M +$493K +12,750 +65%
CNB
737
Camden National Bank
Maine
$1.25M +$643K +16,645 +106%
OPA
738
Old Port Advisors
Maine
$1.25M -$43.5K -1,145 -3%
RMCM
739
Reynders McVeigh Capital Management
Massachusetts
$1.24M -$19.3K -500 -2%
ISB
740
Iowa State Bank
Iowa
$1.23M +$1.23M +31,915 New
FNBOSM
741
First National Bank of South Miami
Florida
$1.23M +$6.21K +165 +0.5%
EAM
742
Evanson Asset Management
California
$1.22M -$48.3K -1,250 -4%
CSIC
743
Clifford Swan Investment Counsel
California
$1.22M
BW
744
Bison Wealth
Georgia
$1.22M +$7.73K +200 +0.6%
TI
745
Truepoint Inc
Ohio
$1.22M -$42.9K -1,110 -3%
CGFA
746
Colton Groome Financial Advisors
North Carolina
$1.22M -$4.79K -120 -0.4%
RG
747
Rikoon Group
New Mexico
$1.22M -$2.51K -65 -0.2%
BHBT
748
Burke & Herbert Bank & Trust
Virginia
$1.21M +$5.99K +155 +0.5%
DSC
749
Duncker Streett & Co
Missouri
$1.2M +$17K +440 +1%
RWMH
750
Riverpoint Wealth Management Holdings
Illinois
$1.2M -$2.51K -65 -0.2%