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iShares Core S&P Mid-Cap ETF

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
976
Covington Capital Management
California
$500K -$557K -15,035 -53%
FWSM
977
First Wilshire Securities Management
California
$500K
HWM
978
Howard Wealth Management
Connecticut
$497K +$1.11K +30 +0.2%
GA
979
Geller Advisors
New York
$497K +$57.5K +1,550 +13%
OIA
980
Optimum Investment Advisors
Illinois
$494K +$741 +20 +0.2%
AF
981
Alerus Financial
North Dakota
$493K +$371 +10 +0.1%
ZCM
982
Ziegler Capital Management
Illinois
$492K
EGWAG
983
Elwood & Goetz Wealth Advisory Group
Georgia
$492K +$18.7K +505 +4%
LWANC
984
Laurel Wealth Advisors (North Carolina)
North Carolina
$488K -$65.4K -1,765 -12%
GJIC
985
Gamble Jones Investment Counsel
California
$487K +$7.42K +200 +2%
FC
986
Fulcrum Capital
Washington
$486K +$5.18K +140 +1%
BAM
987
Berkshire Asset Management
Pennsylvania
$483K +$185K +5,000 +62%
WCWM
988
Willow Creek Wealth Management
California
$483K +$272K +7,345 +129%
HCM
989
Howland Capital Management
Massachusetts
$478K -$1.11K -30 -0.2%
AW
990
ACG Wealth
Georgia
$474K -$59.7K -1,610 -11%
AIA
991
Armor Investment Advisors
North Carolina
$473K
FA
992
FDx Advisors
Illinois
$472K +$472K +12,730 New
MCM
993
Mitchell Capital Management
Kansas
$471K -$94.1K -2,540 -17%
ATPW
994
Ashton Thomas Private Wealth
Arizona
$470K -$185K -4,985 -28%
RG
995
Retirement Group
California
$469K +$9.81K +265 +2%
TIM
996
Tortoise Investment Management
New York
$467K -$18.3K -495 -4%
SCA
997
Sage Capital Advisors
South Dakota
$467K +$2.04K +55 +0.4%
Luther King Capital Management (LKCM)
998
Luther King Capital Management (LKCM)
Texas
$466K -$433K
PFBT
999
Parkside Financial Bank & Trust
Missouri
$464K +$15.4K +415 +3%
OCG
1000
Opus Capital Group
Ohio
$463K