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iShares Core S&P Mid-Cap ETF

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
EF
776
Empirical Finance
Pennsylvania
$988K -$379 -10 -0%
SFSIG
777
San Francisco Sentry Investment Group
California
$963K -$5.31K -140 -0.5%
BWCS
778
Beirne Wealth Consulting Services
Connecticut
$952K
CAM
779
Congress Asset Management
Massachusetts
$949K -$1.13M -29,810 -54%
VWM
780
Venturi Wealth Management
Texas
$948K -$71.2K -1,855 -7%
CWM
781
Calamos Wealth Management
Illinois
$943K -$11.1M -292,365 -92%
LFPWM
782
Leicht Financial Planning & Wealth Management
New Jersey
$941K -$281K -7,415 -23%
PIMG
783
Patriot Investment Management Group
Tennessee
$932K +$932K +24,625 New
LFG
784
LifePlan Financial Group
Ohio
$921K -$5.5K -145 -0.6%
RC
785
RegentAtlantic Capital
New Jersey
$912K -$127K -3,350 -12%
HR
786
Hayden Royal
North Carolina
$905K +$281K +7,425 +45%
MFT
787
Moisand Fitzgerald Tamayo
Florida
$903K +$3.79K +100 +0.4%
PWA
788
Peterson Wealth Advisors
Utah
$894K -$145K -3,690 -14%
CIAS
789
Capital Investment Advisory Services
North Carolina
$889K +$35.4K +935 +4%
KLCM
790
KG&L Capital Management
Louisiana
$888K -$379 -10 -0%
MWM
791
Mission Wealth Management
California
$881K -$88.9K -2,345 -9%
ACM
792
Ategra Capital Management
Virginia
$875K +$875K +23,110 New
IIM
793
Ipswich Investment Management
Massachusetts
$872K +$19.9K +525 +2%
MFBTD
794
MB Financial Bank - Trust Department
Illinois
$866K +$51.5K +1,360 +6%
GTAM
795
Global Trust Asset Management
Florida
$864K -$418K -11,050 -33%
SBA
796
Secrest Blakey & Associates
North Carolina
$858K -$298K -7,860 -26%
OFG
797
Oxford Financial Group
Indiana
$858K +$256K +6,750 +42%
RMC
798
Regis Management Company
California
$858K +$429K +11,335 +100%
SCM
799
Sterling Capital Management
North Carolina
$857K -$1.22M -32,120 -59%
ST
800
Spinnaker Trust
Maine
$856K