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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 %
WQ
751
Wealth Quarterback
New Jersey
$1.68M +$1.68M +291,535 New
VRM
752
Vectors Research Management
New York
$1.68M +$25.9K +630 +2%
HC
753
HNP Capital
New York
$1.68M +$29.7K +725 +2%
SHGA
754
Sand Hill Global Advisors
California
$1.67M -$52.9K -1,285 -3%
GP
755
Girard Partners
Pennsylvania
$1.67M +$68.5K +1,665 +4%
IWP
756
Icon Wealth Partners
Texas
$1.65M +$175K +4,250 +12%
FSWA
757
Financial Synergies Wealth Advisors
Texas
$1.64M +$13.2K +320 +0.8%
ISB
758
Iowa State Bank
Iowa
$1.64M +$329K +8,000 +25%
SWM
759
Southern Wealth Management
Texas
$1.63M +$1.63M +39,650 New
BAS
760
Brown Advisory Securities
Maryland
$1.63M -$68.9K -1,675 -4%
ZIC
761
ZWJ Investment Counsel
Georgia
$1.63M +$1.63M +39,580 New
MCM
762
MV Capital Management
Maryland
$1.62M -$19.6K -475 -1%
KFGK
763
Keystone Financial Group (Kentucky)
Kentucky
$1.61M +$41.8K +1,015 +3%
DFG
764
Demars Financial Group
Washington
$1.61M +$1.61M +39,120 New
CIC
765
Carnegie Investment Counsel
Ohio
$1.61M +$25.1K +610 +2%
PFGIA
766
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M -$18.1K -440 -1%
HIM
767
HawsGoodwin Investment Management
Tennessee
$1.6M +$1.6M +38,975 New
CHC
768
City Holding Co
West Virginia
$1.6M +$88.5K +2,150 +6%
PGFC
769
Peapack-Gladstone Financial Corp
New Jersey
$1.59M -$87.5K -2,125 -5%
TC
770
TownSquare Capital
Utah
$1.59M -$281K -6,825 -15%
FA
771
FC Advisory
Pennsylvania
$1.58M +$5.54K +135 +0.4%
LIA
772
LBMC Investment Advisors
Tennessee
$1.57M +$823 +20 +0.1%
KL
773
KWMG LLC
Kansas
$1.55M +$102K +2,485 +7%
WP
774
WealthShield Partners
North Carolina
$1.55M -$121K -2,935 -7%
KBFS
775
Kohmann Bosshard Financial Services
Ohio
$1.55M