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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 %
PWG
851
Private Wealth Group
Florida
$709K -$114K -3,000 -14%
DBT
852
Dubuque Bank & Trust
Iowa
$709K
TCOT
853
Trust Company of Toledo
Ohio
$708K -$947 -25 -0.1%
SC
854
SouthState Corp
Florida
$704K
BFPW
855
BOK Financial Private Wealth
Colorado
$703K +$71.5K +1,890 +11%
LWCFA
856
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$701K +$12.3K +325 +2%
TW
857
TrinityPoint Wealth
Connecticut
$698K -$18K -475 -3%
NSIM
858
North Star Investment Management
Illinois
$693K -$11K -290 -2%
TNBTD
859
Trustmark National Bank Trust Department
Mississippi
$692K -$4.74K -125 -0.7%
LWANC
860
Laurel Wealth Advisors (North Carolina)
North Carolina
$692K
CA
861
Claro Advisors
Massachusetts
$685K +$96.4K +2,545 +16%
GJIC
862
Gamble Jones Investment Counsel
California
$680K -$11.4K -300 -2%
WGCA
863
Wolf Group Capital Advisors
Virginia
$679K +$108K +2,850 +19%
LA
864
Legacy Advisors
Pennsylvania
$678K +$339K +8,945 +100%
CL
865
CIM LLC
New York
$676K
FPCG
866
Fort Pitt Capital Group
Pennsylvania
$672K -$1.03M -27,280 -61%
AFP
867
Ausdal Financial Partners
Iowa
$672K -$20.3K -535 -3%
CHC
868
City Holding Co
West Virginia
$672K +$166K +4,380 +33%
WCWM
869
Wooster Corthell Wealth Management
Connecticut
$666K -$39K -1,030 -6%
B
870
Bellecapital
Switzerland
$666K
DP
871
Dearborn Partners
Illinois
$665K +$33.4K +880 +5%
AF
872
Alerus Financial
North Dakota
$663K -$545K -14,390 -45%
SC
873
Savant Capital
Illinois
$661K -$267K -7,055 -29%
BTW
874
Boston Trust Walden
Massachusetts
$644K
CCA
875
Cobblestone Capital Advisors
New York
$639K +$90K +2,375 +16%