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iShares Core S&P Mid-Cap ETF

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1051
Evolution Wealth Advisors
Florida
$349K +$349K +9,030 New
CYG
1052
Clean Yield Group
Vermont
$348K
LNWWM
1053
Laird Norton Wetherby Wealth Management
California
$345K
NWP
1054
Northstar Wealth Partners
Connecticut
$345K +$28.6K +740 +9%
PAMG
1055
Patton Albertson Miller Group
Tennessee
$344K -$161K -4,170 -32%
MWM
1056
Meridian Wealth Management
Kentucky
$344K
CCP
1057
Corient Capital Partners
California
$341K -$80.9K -2,090 -19%
GIA
1058
Guyasuta Investment Advisors
Pennsylvania
$341K
SWA
1059
SFMG Wealth Advisors
Texas
$339K -$2.13K -55 -0.6%
MAM
1060
Meeder Asset Management
Ohio
$339K +$48.3K +1,250 +17%
FLI
1061
Family Legacy Inc
South Carolina
$337K +$18.3K +460 +6%
LIA
1062
LS Investment Advisors
Michigan
$336K
PO
1063
Private Ocean
California
$335K +$20.5K +530 +7%
BO
1064
Bank OZK
Arkansas
$334K -$9.66K -250 -3%
TSS
1065
Two Sigma Securities
New York
$333K +$333K +8,610 New
CWM
1066
Confluence Wealth Management
Oregon
$331K -$2.32K -60 -0.7%
WCG
1067
Weaver Consulting Group
California
$331K
SYBT
1068
Stock Yards Bank & Trust
Kentucky
$331K +$6.95K +180 +2%
AIM
1069
Advantage Investment Management
Iowa
$329K -$134K -3,475 -29%
CFG
1070
Cooper Financial Group
California
$329K +$386 +10 +0.1%
ESB
1071
Essex Savings Bank
Connecticut
$329K +$1.35K +35 +0.4%
NCM
1072
Noesis Capital Mangement
Florida
$328K
BCA
1073
Bay Colony Advisors
Massachusetts
$327K +$193 +5 +0.1%
MIC
1074
Meridian Investment Counsel
California
$325K
SWM
1075
Segment Wealth Management
Texas
$324K +$46.4K +1,200 +17%