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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
976
Oak Asset Management
California
$465K -$13.5K -470 -3%
TNBTD
977
Trustmark National Bank Trust Department
Mississippi
$465K -$2.87K -100 -0.6%
MCM
978
Mitchell Capital Management
Kansas
$460K +$3.16K +110 +0.7%
BWAM
979
Boyd Watterson Asset Management
Ohio
$455K -$18K -625 -4%
MAM
980
Meeder Asset Management
Ohio
$453K +$205K +7,125 +83%
APP
981
Avantax Planning Partners
Iowa
$451K -$15.2K -530 -3%
NSIM
982
North Star Investment Management
Illinois
$447K -$80K -2,780 -15%
TFS
983
Thoroughbred Financial Services
Tennessee
$446K -$13.7K -475 -3%
SAM
984
Strategy Asset Managers
California
$442K -$555K -19,290 -56%
JIC
985
Joel Isaacson & Co
New York
$435K +$24K +835 +6%
PPP
986
Private Portfolio Partners
New Jersey
$434K -$148K -5,145 -25%
SC
987
Scotia Capital
Ontario, Canada
$431K -$14K -485 -3%
LWANC
988
Laurel Wealth Advisors (North Carolina)
North Carolina
$429K -$17.6K -610 -4%
PSF
989
Pacific Sun Financial
California
$429K +$18.7K +650 +5%
MCM
990
McRae Capital Management
New Jersey
$427K +$31.7K +1,100 +8%
GWS
991
Glassman Wealth Services
Virginia
$424K
NF
992
Nikulski Financial
Iowa
$420K -$78.8K -2,740 -16%
PCM
993
Pointe Capital Management
Michigan
$418K +$39K +1,355 +10%
CL
994
CPWM LLC
Washington
$416K -$203K -7,055 -33%
FPCG
995
Fort Pitt Capital Group
Pennsylvania
$416K -$122K -4,240 -23%
SWM
996
SeaCrest Wealth Management
New York
$414K -$71K -2,470 -15%
CC
997
Cadinha & Co
Hawaii
$413K -$968K -33,655 -70%
BI
998
Ballast Inc
Kentucky
$412K -$8.34K -290 -2%
SIS
999
SVB Investment Services
Utah
$412K -$6.77K -235 -2%
GMA
1000
Goldstein Munger & Associates
California
$412K