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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 %
ED
776
Exane Derivatives
France
$1.53M -$8.29K -200 -0.5%
BRM
777
Boston Research & Management
Massachusetts
$1.53M +$323K +7,850 +27%
EWM
778
EPG Wealth Management
Georgia
$1.51M +$1.51M +36,755 New
CCMD
779
Cypress Capital Management (Delaware)
Delaware
$1.5M -$53.5K -1,300 -3%
SBH
780
Segall Bryant & Hamill
Illinois
$1.5M -$18.3K -445 -1%
SCA
781
STALEY CAPITAL ADVISERS
Pennsylvania
$1.5M
UTC
782
Unified Trust Company
Kentucky
$1.5M -$2.47K -60 -0.2%
SWA
783
Stratos Wealth Advisors
Ohio
$1.49M +$358K +8,705 +32%
ZIM
784
Zacks Investment Management
Illinois
$1.49M +$1.03M +24,985 +225%
BW
785
Bison Wealth
Georgia
$1.49M +$186K +4,525 +14%
KAH
786
Kathryn A. Hall
$1.48M
FFW
787
Fusion Family Wealth
New York
$1.48M +$366K +8,885 +33%
1WA
788
180 Wealth Advisors
Washington
$1.48M -$146K -3,525 -9%
TCB
789
Texas Capital Bancshares
Texas
$1.47M -$5.94M -144,350 -80%
TVAMP
790
Tennessee Valley Asset Management Partners
Tennessee
$1.47M +$136K +3,315 +10%
OC
791
Oakworth Capital
Alabama
$1.46M +$6.76K +165 +0.5%
Luther King Capital Management (LKCM)
792
Luther King Capital Management (LKCM)
Texas
$1.46M -$928K
PEA
793
Pacific Edge Advisors
California
$1.46M +$908K +22,070 +165%
CA
794
Continuum Advisory
Idaho
$1.45M -$81.5K -1,980 -5%
ACM
795
Azimuth Capital Management
Michigan
$1.45M -$10.3K -250 -0.7%
9WM
796
9258 Wealth Management
Ohio
$1.45M +$603K +14,655 +71%
BWL
797
Bogart Wealth LLC
Virginia
$1.45M +$1.45M +35,240 New
American Century Companies
798
American Century Companies
Missouri
$1.44M +$371K +9,000 +35%
OFG
799
Omega Financial Group
California
$1.44M +$13.2K +320 +0.9%
HCA
800
Harbour Capital Advisors
Virginia
$1.43M +$41.2K +1,000 +3%