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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 %
MCIA
876
Mountain Capital Investment Advisors
Colorado
$675K +$26.1K +675 +4%
CAM
877
Congress Asset Management
Massachusetts
$672K -$33.4K -865 -5%
SC
878
Savant Capital
Illinois
$668K -$53.9K -1,395 -7%
GJIC
879
Gamble Jones Investment Counsel
California
$664K
BTW
880
Boston Trust Walden
Massachusetts
$657K
WCWM
881
Wooster Corthell Wealth Management
Connecticut
$656K -$1.35K -35 -0.2%
CCA
882
Cobblestone Capital Advisors
New York
$652K
SWM
883
SeaCrest Wealth Management
New York
$652K +$242K +6,260 +59%
TW
884
TrinityPoint Wealth
Connecticut
$645K -$64.4K -1,615 -9%
PCA
885
Personal Capital Advisors
California
$643K -$15.3K -395 -2%
PWP
886
Principle Wealth Partners
Connecticut
$642K +$141K +3,660 +28%
OAM
887
Oak Asset Management
California
$641K +$23.9K +620 +4%
AFP
888
Ausdal Financial Partners
Iowa
$639K -$8.5K -220 -1%
APP
889
Avantax Planning Partners
Iowa
$633K +$57K +1,475 +10%
TNBTD
890
Trustmark National Bank Trust Department
Mississippi
$632K -$88.3K -2,285 -12%
MCM
891
Mitchell Capital Management
Kansas
$631K -$60.1K -1,555 -9%
BWAM
892
Boyd Watterson Asset Management
Ohio
$631K
LWANC
893
Laurel Wealth Advisors (North Carolina)
North Carolina
$630K -$6.95K -180 -1%
DP
894
Dearborn Partners
Illinois
$627K -$60.9K -1,575 -9%
TCM
895
Tufton Capital Management
Maryland
$622K -$8.11K -210 -1%
TIA
896
Tiemann Investment Advisors
California
$622K +$5.03K +130 +0.8%
NF
897
Nikulski Financial
Iowa
$618K -$3.83K -100 -0.6%
ACP
898
Aveo Capital Partners
Colorado
$614K -$36.2K -910 -6%
CG
899
Caprock Group
Idaho
$613K +$2.32K +60 +0.4%
Treasurer of the State of North Carolina
900
Treasurer of the State of North Carolina
North Carolina
$608K -$918K -23,755 -60%