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iShares Core S&P Mid-Cap ETF

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
1051
Cooper Financial Group
California
$320K -$195K -5,140 -38%
MIC
1052
Meridian Investment Counsel
California
$318K
WPC
1053
Waters Parkerson & Co
Louisiana
$315K
VCAM
1054
Van Cleef Asset Management
Ohio
$315K
IWA
1055
Intercontinental Wealth Advisors
Texas
$314K
LWM
1056
Liberty Wealth Management
California
$310K -$91.4K -2,420 -23%
MIAS
1057
Mason Investment Advisory Services
Virginia
$310K +$310K +8,175 New
AIM
1058
Axiom Investment Management
New York
$309K -$14.6K -385 -5%
PO
1059
Private Ocean
California
$308K +$88.6K +2,340 +40%
ATFA
1060
All Terrain Financial Advisors
Minnesota
$305K -$21K -555 -6%
SNB
1061
Security National Bank
Nebraska
$301K +$301K +7,940 New
DSN
1062
D. Scott Neal
Kentucky
$300K
FLI
1063
Family Legacy Inc
South Carolina
$299K +$19.5K +500 +7%
IIA
1064
IPG Investment Advisors
California
$298K
PP
1065
Patten & Patten
Tennessee
$296K -$57.4K -1,515 -16%
SFG
1066
SevenBridge Financial Group
Pennsylvania
$296K
LAIC
1067
Lederer & Associates Investment Counsel
California
$295K +$8.51K +225 +3%
HCM
1068
Hollencrest Capital Management
California
$295K +$31.4K +830 +12%
AC
1069
Avestar Capital
New York
$290K +$372 +10 +0.1%
EA
1070
Elm Advisors
California
$288K
WP
1071
WMS Partners
Maryland
$288K
MWM
1072
Meridian Wealth Management
Kentucky
$287K +$23.8K +630 +9%
BBA
1073
BLB&B Advisors
Pennsylvania
$286K -$9.85K -260 -3%
KCPG
1074
Kavar Capital Partners Group
Kansas
$286K
WA
1075
Winfield Associates
Ohio
$285K -$154K -4,050 -35%