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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 %
PWA
1001
Peterson Wealth Advisors
Utah
$411K -$267K -9,270 -39%
PWM
1002
Paulson Wealth Management
Illinois
$410K -$103K -3,405 -20%
AIM
1003
Anchor Investment Management
South Carolina
$410K +$324K +11,250 +377%
F
1004
F3Logic
Minnesota
$408K -$170K -5,900 -29%
CMO
1005
Covenant Multifamily Offices
Texas
$407K +$25.3K +880 +7%
BS
1006
Boenning & Scattergood
Pennsylvania
$405K +$6.47K +225 +2%
TCM
1007
Traynor Capital Management
Pennsylvania
$404K -$11.8M -409,645 -97%
AL
1008
Aspiriant LLC
California
$403K -$19.7K -685 -5%
ANB
1009
Amarillo National Bank
Texas
$403K +$26.5K +920 +7%
APW
1010
Austin Private Wealth
Texas
$400K +$2.59K +90 +0.7%
SXL
1011
Summit X LLC
Missouri
$396K -$914K -31,785 -70%
SBWM
1012
Sunflower Bank Wealth Management
Arizona
$396K
EIA
1013
Eldridge Investment Advisors
New Hampshire
$395K -$141K -4,895 -26%
RSS
1014
Rosenblum Silverman Sutton
California
$395K +$395K +13,740 New
NFC
1015
Northeast Financial Consultants
Connecticut
$393K +$144 +5 +0%
DWM
1016
Doyle Wealth Management
Florida
$388K -$7.63K -265 -2%
FWSM
1017
First Wilshire Securities Management
California
$388K
WPC
1018
Waters Parkerson & Co
Louisiana
$387K +$26.2K +910 +7%
HWM
1019
Howard Wealth Management
Connecticut
$385K -$3.6K -125 -0.9%
AIA
1020
Armor Investment Advisors
North Carolina
$385K
IAIM
1021
International Assets Investment Management
Florida
$385K +$385K +13,365 New
HBWM
1022
Hollow Brook Wealth Management
New York
$384K
IWP
1023
IAG Wealth Partners
Wisconsin
$383K -$120K -4,175 -24%
OIA
1024
Optimum Investment Advisors
Illinois
$383K -$9.93K -345 -3%
AF
1025
Alerus Financial
North Dakota
$382K