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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 %
TAM
876
Tradition Asset Management
Virginia
$1.1M +$3.09K +75 +0.3%
AWE
877
Avidian Wealth Enterprises
Texas
$1.1M +$63.2K +1,535 +6%
MCCP
878
Mission Creek Capital Partners
California
$1.1M +$1.1M +26,645 New
KCM
879
Kornitzer Capital Management
Kansas
$1.09M +$1.09M +26,535 New
WAM
880
Weatherly Asset Management
California
$1.09M -$29.8K -725 -3%
FM
881
Family Management
New York
$1.09M -$108K -2,620 -9%
PL
882
Plancorp LLC
Missouri
$1.09M +$4.94K +120 +0.5%
EF
883
Empirical Finance
Pennsylvania
$1.07M
IWS
884
Insight Wealth Strategies
California
$1.07M +$131K +3,175 +14%
IP
885
Intellectus Partners
California
$1.06M +$98.8K +2,400 +10%
HR
886
Hayden Royal
North Carolina
$1.06M -$527K -12,615 -33%
KA
887
Kovack Advisors
Florida
$1.05M -$30.7K -745 -3%
GLR
888
Great Lakes Retirement
Ohio
$1.01M +$1.01M +24,670 New
Neuberger Berman Group
889
Neuberger Berman Group
New York
$1.01M +$2.67K +65 +0.3%
ACG
890
Allen Capital Group
Nebraska
$1.01M -$109K -2,650 -10%
CW
891
CreativeOne Wealth
Kansas
$1M +$5.35K +130 +0.5%
SFP
892
Strategic Financial Partners
Oregon
$1M +$1M +24,365 New
IFG
893
Investors Financial Group
Minnesota
$1M +$1M +24,315 New
CAL
894
Capital Advisors Ltd
Ohio
$999K +$11.9K +290 +1%
CF
895
Centaurus Financial
California
$996K +$89.5K +2,175 +10%
ST
896
Spinnaker Trust
Maine
$993K +$62.6K +1,520 +7%
MCA
897
Magnolia Capital Advisors
Mississippi
$989K +$989K +24,035 New
SAM
898
Secure Asset Management
Michigan
$984K +$984K +23,910 New
SWM
899
Sugarloaf Wealth Management
Georgia
$978K +$978K +23,765 New
SCP
900
Shorepoint Capital Partners
Massachusetts
$976K +$41.8K +1,015 +4%