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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 %
JWS
776
Juncture Wealth Strategies
Arizona
$1.06M -$189K -4,890 -15%
WAM
777
Weatherly Asset Management
California
$1.05M -$300K -7,770 -22%
FFW
778
Fusion Family Wealth
New York
$1.05M -$276K -7,130 -21%
DY
779
Dowling & Yahnke
California
$1.05M -$44.8K -1,160 -4%
CIAS
780
Capital Investment Advisory Services
North Carolina
$1.04M +$25.7K +665 +3%
TNB
781
Thomasville National Bank
Georgia
$1.03M +$26.1K +675 +3%
TAM
782
Tradition Asset Management
Virginia
$1.03M
BCWM
783
Bartlett & Co Wealth Management
Ohio
$1.02M +$165K +4,280 +19%
BC
784
Bartlett & Co
Ohio
$1.02M +$165K +4,280 +19%
GI
785
GS Investments
Minnesota
$1.02M +$11.8K +305 +1%
ACG
786
Allen Capital Group
Nebraska
$1.01M -$88.6K -2,370 -8%
PL
787
Plancorp LLC
Missouri
$1.01M
KA
788
Kovack Advisors
Florida
$1.01M -$269K -6,965 -21%
CHA
789
Carmichael Hill & Associates
Maryland
$1.01M -$46.6K -1,205 -4%
EF
790
Empirical Finance
Pennsylvania
$1.01M
American Century Companies
791
American Century Companies
Missouri
$1.01M +$309K +8,000 +44%
CCA
792
Clearwater Capital Advisors
Illinois
$1M -$164K -4,240 -14%
CPP
793
Crow Point Partners
Massachusetts
$1M -$7.87K -205 -0.8%
WPSG
794
Wealth & Pension Services Group
Georgia
$994K -$377K -9,755 -27%
CI
795
Cigna Investments
Connecticut
$973K -$117K -3,000 -11%
AWE
796
Avidian Wealth Enterprises
Texas
$973K +$177K +4,585 +22%
SAM
797
Seelaus Asset Management
New Jersey
$956K -$15.7K -405 -2%
PFS
798
Prospera Financial Services
Texas
$950K -$43.7K -1,130 -4%
GT
799
Glenview Trust
Kentucky
$946K -$49.3K -1,275 -5%
Neuberger Berman Group
800
Neuberger Berman Group
New York
$946K +$27.8K +720 +3%