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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 %
JIC
1101
JRM Investment Counsel
Nebraska
$260K -$27.5K -725 -10%
HFS
1102
Haverford Financial Services
Pennsylvania
$259K
T. Rowe Price Associates
1103
T. Rowe Price Associates
Maryland
$257K
CAM
1104
Covenant Asset Management
New Jersey
$257K +$257K +6,775 New
CDIA
1105
Capital Directions Investment Advisors
Georgia
$255K -$27.5K -725 -10%
COI
1106
Capital One Investing
Virginia
$252K +$252K +6,685 New
BIAS
1107
Beacon Investment Advisory Services
New Jersey
$251K
CCM
1108
Covington Capital Management
California
$251K +$33.2K +875 +15%
FAT
1109
First American Trust
California
$250K
PWM
1110
Perigon Wealth Management
California
$250K
KFP
1111
KMG Fiduciary Partners
Ohio
$249K +$14.2K +375 +6%
SWP
1112
Strategic Wealth Partners
Ohio
$248K +$71.7K +1,880 +41%
ZCA
1113
Zeke Capital Advisors
Pennsylvania
$247K -$189K -4,990 -43%
RW
1114
REDW Wealth
New Mexico
$245K -$2.47K -65 -1%
AWM
1115
Affinity Wealth Management
Delaware
$245K
RI
1116
Ridgewood Investments
New Jersey
$245K
PCA
1117
Peddock Capital Advisors
Massachusetts
$245K +$13.1K +345 +6%
MM
1118
Meridian Management
Arkansas
$241K
SL
1119
Salomon & Ludwin
Virginia
$239K
TFS
1120
TrustCore Financial Services
Tennessee
$238K +$238K +6,285 New
EWA
1121
ERTS Wealth Advisors
Michigan
$236K -$1.39M -36,720 -85%
TL
1122
TrueWealth LLC
Georgia
$234K -$205K
BCP
1123
Blue Chip Partners
Michigan
$233K +$758 +20 +0.3%
RCG
1124
Ruggie Capital Group
Florida
$232K -$639K -16,865 -73%
CBA
1125
Coastal Bridge Advisors
Connecticut
$231K -$5.12K -135 -2%