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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 %
P
801
&Partners
Tennessee
$943K +$476K +12,320 +102%
CW
802
CreativeOne Wealth
Kansas
$937K +$48.9K +1,265 +6%
KCP
803
KDI Capital Partners
North Carolina
$934K +$63.8K +1,650 +7%
Luther King Capital Management (LKCM)
804
Luther King Capital Management (LKCM)
Texas
$928K
Lido Advisors
805
Lido Advisors
California
$927K +$20.1K +520 +2%
RC
806
RegentAtlantic Capital
New Jersey
$926K -$773 -20 -0.1%
DE
807
Day & Ennis
Georgia
$924K -$314K -8,120 -25%
CAL
808
Capital Advisors Ltd
Ohio
$909K +$51.7K +1,365 +6%
KLCM
809
KG&L Capital Management
Louisiana
$907K +$5.41K +140 +0.6%
VCP
810
Vista Capital Partners
Oregon
$905K
MFT
811
Moisand Fitzgerald Tamayo
Florida
$903K -$9.28K -240 -1%
PWA
812
Peterson Wealth Advisors
Utah
$903K +$4.44K +115 +0.5%
SCM
813
Sterling Capital Management
North Carolina
$902K +$6.76K +175 +0.8%
BFS
814
Bradley Foster & Sargent
Connecticut
$902K +$7.54K +195 +0.8%
IP
815
Intellectus Partners
California
$901K +$88.3K +2,285 +11%
WJWM
816
Williams Jones Wealth Management
New York
$895K +$895K +23,145 New
SFSIG
817
San Francisco Sentry Investment Group
California
$889K -$78.5K -2,030 -8%
PIMG
818
Patriot Investment Management Group
Tennessee
$889K +$1.89K +50 +0.2%
SLG
819
Stanley-Laman Group
Pennsylvania
$884K -$222K -5,755 -20%
IWS
820
Insight Wealth Strategies
California
$878K +$878K +22,710 New
IC
821
Intersect Capital
California
$877K +$2.51K +65 +0.3%
SCP
822
Shorepoint Capital Partners
Massachusetts
$877K +$18K +465 +2%
OFG
823
Oxford Financial Group
Indiana
$876K
ST
824
Spinnaker Trust
Maine
$873K
SBA
825
Secrest Blakey & Associates
North Carolina
$869K -$1.74K -45 -0.2%