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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 %
FAAS
76
First Allied Advisory Services
California
$52.4M +$4.86M +136,645 +10%
VC
77
Vicus Capital
Pennsylvania
$52.4M +$3.03M +85,310 +6%
LF
78
Lee Financial
Texas
$52M -$13M -366,810 -20%
NAM
79
NorthCoast Asset Management
Connecticut
$51.6M -$1.72M -48,200 -3%
CAW
80
Cornerstone Advisors (Washington)
Washington
$51.5M +$9.26M +260,310 +22%
MML Investors Services
81
MML Investors Services
Massachusetts
$50.9M +$2.56M +72,075 +5%
GHA
82
GW Henssler & Associates
Georgia
$49.3M +$2.31M +64,925 +5%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$49.2M -$4.5M -126,540 -8%
Comerica Bank
84
Comerica Bank
Texas
$48.7M -$7.42M -199,915 -13%
Stifel Financial
85
Stifel Financial
Missouri
$47.8M -$33.8M -949,985 -41%
MFG
86
Magnus Financial Group
New York
$47.4M +$14.7M +412,520 +45%
BPB
87
Badgley, Phelps & Bell
Washington
$47M +$1.05M +29,585 +2%
PAG
88
Private Advisor Group
New Jersey
$47M -$9.86M -277,110 -17%
M&T Bank
89
M&T Bank
New York
$45.9M -$9.02M -253,560 -16%
CCFCSB
90
Cape Cod Five Cents Savings Bank
Massachusetts
$45.9M +$897K +25,225 +2%
LRIA
91
Leonard Rickey Investment Advisors
Washington
$43.3M +$2.58M +72,665 +6%
PFM
92
Phillips Financial Management
Indiana
$42.6M +$221K +6,220 +0.5%
MCM
93
MAI Capital Management
Ohio
$42.5M -$7.82M -219,760 -16%
WT
94
Whittier Trust
California
$42.2M -$6.84M -192,275 -14%
MAM
95
Madison Asset Management
Wisconsin
$42.2M -$3.63M -102,070 -8%
OAM
96
Oppenheimer Asset Management
New York
$42M -$1.51M -42,370 -3%
Bessemer Group
97
Bessemer Group
New Jersey
$40.9M +$1.07M +29,975 +3%
AWM
98
Altium Wealth Management
New York
$40.7M +$1.34M +37,610 +3%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$40.5M -$2.31M -65,000 -5%
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$40.2M +$5.64M +158,510 +16%