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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 %
GC
951
Grace Capital
Massachusetts
$829K +$459K +11,150 +124%
BCM
952
Brookmont Capital Management
Texas
$827K -$1.85K -45 -0.2%
ACM
953
Allred Capital Management
Texas
$826K -$45.7K -1,110 -5%
F
954
F3Logic
Minnesota
$824K -$352K -8,585 -30%
EPWM
955
Essex Private Wealth Management
Massachusetts
$823K +$823K +20,015 New
TCOT
956
Trust Company of Toledo
Ohio
$820K -$617 -15 -0.1%
KCP
957
KDI Capital Partners
North Carolina
$817K -$178K -4,315 -18%
CBT
958
Capital Bank & Trust
California
$812K -$85.2K -2,070 -9%
CC
959
Copperleaf Capital
North Carolina
$797K +$797K +19,370 New
SLG
960
Stanley-Laman Group
Pennsylvania
$780K -$161K -3,910 -17%
DLCIG
961
D.L. Carlson Investment Group
New Hampshire
$776K -$26.8K -650 -3%
MBTD
962
Mechanics Bank - Trust Department
California
$771K -$20.6K -500 -3%
PWG
963
Private Wealth Group
Florida
$771K
FPCG
964
Fort Pitt Capital Group
Pennsylvania
$769K +$144K +3,495 +23%
EIA
965
Eldridge Investment Advisors
New Hampshire
$766K -$91.4K -2,220 -11%
I
966
INVST
Indiana
$765K +$299K +7,265 +64%
AC
967
Abbrea Capital
California
$764K -$108K -2,625 -12%
CFFP
968
Center for Financial Planning
Michigan
$761K +$761K +18,480 New
GI
969
GS Investments
Minnesota
$760K -$270K -6,930 -26%
FCA
970
FinTrust Capital Advisors
South Carolina
$757K +$559K +13,570 +282%
PIA
971
Piedmont Investment Advisors
North Carolina
$754K -$581K -14,110 -44%
NSIM
972
North Star Investment Management
Illinois
$753K
JWBC
973
John W. Brooker & Co
California
$753K +$753K +18,285 New
CA
974
Claro Advisors
Massachusetts
$746K +$19.6K +475 +3%
TFS
975
TrustCore Financial Services
Tennessee
$738K -$5.35K -130 -0.7%