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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 %
SWA
726
Stratos Wealth Advisors
Ohio
$1.3M +$384K +10,785 +42%
GC
727
Gilbert & Cook
Iowa
$1.29M -$352K -9,900 -21%
OFS
728
Oldfather Financial Services
Nebraska
$1.29M -$15.7K -420 -1%
HCA
729
Harbour Capital Advisors
Virginia
$1.28M +$51.6K +1,450 +4%
CWM
730
Campbell Wealth Management
Virginia
$1.27M -$22.8K -640 -2%
BC
731
Bartlett & Co
Ohio
$1.27M +$306K +8,600 +32%
BCWM
732
Bartlett & Co Wealth Management
Ohio
$1.27M +$306K +8,600 +32%
PCA
733
Providence Capital Advisors
North Carolina
$1.26M -$139K -3,920 -10%
RPSA
734
Richard P. Slaughter Associates
Texas
$1.26M -$743K -20,895 -37%
VOYA Investment Management
735
VOYA Investment Management
Georgia
$1.26M +$306K +8,620 +32%
TCM
736
Traynor Capital Management
Pennsylvania
$1.26M +$759K +21,345 +152%
BCM
737
Brookstone Capital Management
Illinois
$1.25M -$1.56M -43,820 -55%
DFG
738
Demars Financial Group
Washington
$1.25M -$88.1K -2,475 -7%
SEEDPG
739
S.E.E.D. Planning Group
New York
$1.24M +$60.3K +1,695 +5%
SAM
740
Shone Asset Management
California
$1.24M -$206K -5,535 -14%
KFGK
741
Keystone Financial Group (Kentucky)
Kentucky
$1.23M -$85.7K -2,410 -6%
SAM
742
Silvercrest Asset Management
New York
$1.23M -$53K -1,490 -4%
MAWCM
743
Mine & Arao Wealth Creation & Management
California
$1.23M -$5.28K -140 -0.4%
9WM
744
9258 Wealth Management
Ohio
$1.21M +$2.67K +75 +0.2%
OC
745
Oakworth Capital
Alabama
$1.21M -$38.8K -1,090 -3%
OR
746
Olympiad Research
Connecticut
$1.21M +$1.21M +34,065 New
NEGWA
747
New England Guild Wealth Advisors
Connecticut
$1.21M +$24.5K +690 +2%
FNBOSM
748
First National Bank of South Miami
Florida
$1.21M +$180K +5,050 +17%
BAS
749
Brown Advisory Securities
Maryland
$1.21M -$56.7K -1,595 -4%
IAA
750
Independent Advisor Alliance
North Carolina
$1.21M +$10.4K +275 +0.9%