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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 %
MWM
826
Mission Wealth Management
California
$867K -$45K -1,165 -5%
RFN
827
RDA Financial Network
Iowa
$866K -$1.4K -35 -0.2%
VCA
828
Verdence Capital Advisors
Maryland
$861K +$8.7K +225 +1%
CF
829
Centaurus Financial
California
$851K -$31.7K -820 -4%
HT
830
Heritage Trust
Oklahoma
$848K +$848K +21,945 New
CG
831
Corundum Group
Colorado
$842K
CBT
832
Capital Bank & Trust
California
$842K +$151K +3,915 +22%
B
833
Bellecapital
Switzerland
$842K +$162K +4,200 +24%
BA
834
Ballew Advisors
Mississippi
$841K +$238K +6,410 +39%
BRWM
835
B. Riley Wealth Management
Tennessee
$835K -$9.27K -240 -1%
WGCA
836
Wolf Group Capital Advisors
Virginia
$831K +$118K +3,055 +17%
ACM
837
Ategra Capital Management
Virginia
$829K -$7.54K -195 -0.9%
CL
838
CPWM LLC
Washington
$826K +$48.7K +1,260 +6%
FMC
839
First Merchants Corp
Indiana
$825K -$38.7K -1,000 -4%
QAM
840
QCI Asset Management
New York
$823K -$5.03K -130 -0.6%
AP
841
Appleton Partners
Massachusetts
$821K +$967 +25 +0.1%
EBT
842
Enterprise Bank & Trust
Massachusetts
$820K
AC
843
Abbrea Capital
California
$819K
LWCFA
844
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$818K +$103K +2,675 +14%
PPP
845
Private Portfolio Partners
New Jersey
$815K -$180K -4,650 -18%
IIM
846
Ipswich Investment Management
Massachusetts
$807K -$67K -1,735 -8%
EIA
847
Eldridge Investment Advisors
New Hampshire
$805K +$46.4K +1,200 +6%
ACM
848
Allred Capital Management
Texas
$803K -$23.7K -625 -3%
9WM
849
9258 Wealth Management
Ohio
$799K -$138K -3,570 -15%
LSPW
850
Lake Street Private Wealth
Illinois
$799K +$74.4K +1,925 +10%