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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 %
DLCIG
976
D.L. Carlson Investment Group
New Hampshire
$486K -$185K -5,190 -28%
F
977
F3Logic
Minnesota
$486K -$17.6K -495 -3%
NFC
978
Northeast Financial Consultants
Connecticut
$486K +$178 +5 +0%
JIC
979
Joel Isaacson & Co
New York
$485K -$52.8K -1,485 -10%
PWM
980
Paulson Wealth Management
Illinois
$483K -$1.07K -30 -0.2%
FWSM
981
First Wilshire Securities Management
California
$480K
EHC
982
Everett Harris & Co
California
$478K +$56K +1,575 +13%
HWM
983
Howard Wealth Management
Connecticut
$476K +$355 +10 +0.1%
RSWM
984
Robertson Stephens Wealth Management
California
$475K -$2.35M -66,225 -83%
CAM
985
Congress Asset Management
Massachusetts
$474K -$237K -6,660 -33%
HBWM
986
Hollow Brook Wealth Management
New York
$474K
OIA
987
Optimum Investment Advisors
Illinois
$474K +$534 +15 +0.1%
M
988
MOTCO
Texas
$474K +$15.3K +430 +3%
AF
989
Alerus Financial
North Dakota
$472K
ZCM
990
Ziegler Capital Management
Illinois
$472K
RIA
991
Realta Investment Advisors
Delaware
$471K +$140K +3,935 +42%
NFG
992
NewFocus Financial Group
Washington
$471K +$202K +5,680 +75%
AIP
993
Ahrens Investment Partners
Louisiana
$467K -$430K -12,095 -48%
TIM
994
Tortoise Investment Management
New York
$466K
FC
995
Fulcrum Capital
Washington
$462K -$7.66M -215,275 -94%
NF
996
Nikulski Financial
Iowa
$462K -$56.9K -1,600 -11%
CMO
997
Covenant Multifamily Offices
Texas
$462K -$40.2K -1,130 -8%
CWS
998
Cypress Wealth Services
California
$460K -$255K -7,170 -36%
GJIC
999
Gamble Jones Investment Counsel
California
$460K
DSAM
1000
Dock Street Asset Management
Florida
$459K -$2.13K -60 -0.5%