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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 %
UR
1076
USCA RIA
Texas
$323K +$2.32K +60 +0.7%
GC
1077
Grace Capital
Massachusetts
$322K -$800K -22,360 -71%
EHC
1078
Everett Harris & Co
California
$322K
HFA
1079
Huber Financial Advisors
Illinois
$318K +$84.4K +2,185 +36%
MIAS
1080
Mason Investment Advisory Services
Virginia
$316K
JPG
1081
Jordan Park Group
California
$315K
G
1082
Gainplan
Michigan
$314K -$24.9K -645 -7%
QCIG
1083
Quad-Cities Investment Group
Iowa
$312K +$127K +3,260 +69%
ATFA
1084
All Terrain Financial Advisors
Minnesota
$311K
WA
1085
Winfield Associates
Ohio
$310K +$19.3K +500 +7%
VAG
1086
VisionPoint Advisory Group
Texas
$309K -$200K -5,280 -39%
Fisher Asset Management
1087
Fisher Asset Management
Washington
$309K -$16.4K -425 -5%
SDWMA
1088
Schneider Downs Wealth Management Advisors
Pennsylvania
$304K -$336K -8,690 -53%
CAN
1089
Claraphi Advisory Network
United States
$304K +$4.25K +110 +1%
BHWM
1090
Bay Harbor Wealth Management
Maryland
$302K -$9.68K -250 -3%
LJAC
1091
L.J. Altfest & Co
New York
$302K
LAIC
1092
Lederer & Associates Investment Counsel
California
$301K
BIAS
1093
Beacon Investment Advisory Services
New Jersey
$301K +$44.5K +1,150 +17%
ECM
1094
Evergreen Capital Management
Washington
$299K
DSN
1095
D. Scott Neal
Kentucky
$297K
FIB
1096
First Interstate Bank
Montana
$296K -$314K -8,125 -52%
EA
1097
Elm Advisors
California
$294K
PP
1098
Patten & Patten
Tennessee
$292K
BBA
1099
BLB&B Advisors
Pennsylvania
$292K
WIA
1100
Wealthstreet Investment Advisors
Texas
$292K