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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 %
TFS
926
Thoroughbred Financial Services
Tennessee
$541K +$541K +13,985 New
SBWM
927
Sunflower Bank Wealth Management
Arizona
$540K
FA
928
FMA Advisory
Pennsylvania
$537K +$29.8K +770 +6%
JIC
929
Joel Isaacson & Co
New York
$536K
DACG
930
Donor Advised Charitable Giving
California
$535K -$584K -15,110 -52%
PGAM
931
Princeton Global Asset Management
New Jersey
$531K
DWM
932
Doyle Wealth Management
Florida
$529K +$386 +10 +0.1%
NFC
933
Northeast Financial Consultants
Connecticut
$527K +$193 +5 +0%
OIA
934
Optimum Investment Advisors
Illinois
$527K +$14.5K +375 +3%
AWM
935
Apollon Wealth Management
South Carolina
$525K -$12.6K -325 -2%
MC
936
Martin & Co
Tennessee
$523K -$967 -25 -0.2%
RCA
937
Rowland Carmichael Advisors
Arizona
$521K -$282K -7,300 -35%
CBU
938
CIBC Bank USA
Illinois
$519K +$26.1K +675 +5%
PEA
939
Pacific Edge Advisors
California
$518K -$19.3K -500 -4%
ACI
940
Alpha Cubed Investments
California
$518K +$116K +3,015 +29%
MCM
941
Maryland Capital Management
Maryland
$518K +$518K +13,415 New
AIA
942
Armor Investment Advisors
North Carolina
$517K
HBWM
943
Hollow Brook Wealth Management
New York
$516K
SC
944
Scotia Capital
Ontario, Canada
$514K -$97.9K -2,535 -16%
SWM
945
Stockman Wealth Management
Montana
$514K -$14.3K -370 -3%
AF
946
Alerus Financial
North Dakota
$513K
GCA
947
Greenwood Capital Associates
South Carolina
$512K
FG
948
Fiduciary Group
Georgia
$511K -$62.9K -1,625 -11%
CANC
949
Culbertson A N & Co
Virginia
$511K
DW
950
Domani Wealth
Pennsylvania
$511K