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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
901
Thoroughbred Financial Services
Tennessee
$648K +$95.8K +2,690 +17%
FG
902
Fiduciary Group
Georgia
$647K +$34K +955 +6%
DBT
903
Dubuque Bank & Trust
Iowa
$641K -$213K -5,975 -25%
Kovitz Investment Group Partners
904
Kovitz Investment Group Partners
Illinois
$641K
PCA
905
Personal Capital Advisors
California
$638K -$613K -17,235 -49%
MAS
906
Madden Advisory Services
Florida
$638K -$222K -6,245 -26%
TCOT
907
Trust Company of Toledo
Ohio
$637K
CL
908
CIM LLC
New York
$635K
STA
909
Summit Trail Advisors
New York
$633K -$225K -6,340 -26%
TNB
910
Thomasville National Bank
Georgia
$631K -$320K -8,980 -34%
AWS
911
AJ Wealth Strategies
New York
$631K
VCP
912
Vista Capital Partners
Oregon
$629K -$187K -5,245 -23%
ATPW
913
Ashton Thomas Private Wealth
Arizona
$628K -$184K -5,160 -23%
RVPG
914
Relative Value Partners Group
$628K -$146K -4,105 -19%
SFSIG
915
San Francisco Sentry Investment Group
California
$628K
TW
916
Transform Wealth
Colorado
$627K -$29K -815 -4%
MA
917
Mutual Advisors
Nebraska
$626K -$2.05M -57,675 -77%
TA
918
TFG Advisers
Michigan
$621K +$3.2K +90 +0.5%
SAM
919
S.A. Mason
Michigan
$618K +$19.5K +550 +3%
IFWM
920
Institute for Wealth Management
Colorado
$616K +$616K +17,310 New
SBSB
921
Sullivan, Bruyette, Speros & Blaney
Virginia
$614K +$190K +5,355 +45%
FC
922
Financial Consulate
Maryland
$610K -$381K -10,715 -38%
TAM
923
Tocqueville Asset Management
New York
$604K -$658K -18,500 -52%
CMP
924
Courage Miller Partners
Virginia
$598K -$889 -25 -0.1%
Wealth Enhancement Advisory Services
925
Wealth Enhancement Advisory Services
Minnesota
$597K -$9.28K -250 -2%