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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 %
MW
1101
Marcum Wealth
Ohio
$294K -$431 -15 -0.1%
FI
1102
Financial Insights
Washington
$293K +$6.48K +225 +2%
WMA
1103
Wealth Management Associates
New Jersey
$291K -$67.6K -2,350 -19%
JLBC
1104
J.L. Bainbridge & Co
Florida
$290K
IC
1105
Innealta Capital
Texas
$290K +$31.8K +1,105 +12%
DCM
1106
Dimension Capital Management
Florida
$289K
BFA
1107
Bluestem Financial Advisors
Illinois
$289K
JFGLC
1108
Johnson Financial Group LLC (Colorado)
Colorado
$289K +$289K +10,035 New
EPWM
1109
Essex Private Wealth Management
Massachusetts
$288K -$288K -10,000 -50%
TTWM
1110
TCV Trust & Wealth Management
Virginia
$288K -$3.6K -125 -1%
CAG
1111
Csenge Advisory Group
Florida
$287K +$20.8K +725 +8%
EFSCE
1112
Enterprise Financial Services Corp (EFSC)
Missouri
$286K -$23.9K -830 -8%
NG
1113
NWK Group
California
$284K +$34.1K +1,185 +14%
CA
1114
CapWealth Advisors
Tennessee
$281K
BWP
1115
Baldwin Wealth Partners
Massachusetts
$280K
HS
1116
Horan Securities
United States
$279K -$45.7K -1,590 -14%
PL
1117
Plancorp LLC
Missouri
$278K -$480K -16,690 -63%
MC
1118
Martin & Co
Tennessee
$278K +$278K +9,645 New
VC
1119
Veracity Capital
Georgia
$276K -$621K -21,560 -69%
LJAC
1120
L.J. Altfest & Co
New York
$275K +$49.5K +1,720 +22%
ZCA
1121
Zeke Capital Advisors
Pennsylvania
$274K +$1.01K +35 +0.4%
SWM
1122
Sugarloaf Wealth Management
Georgia
$273K -$410K -14,270 -60%
PCM
1123
Penn Capital Management
Pennsylvania
$271K +$271K +9,405 New
MPI
1124
Mairs & Power Inc
Minnesota
$270K
TH
1125
TCTC Holdings
Texas
$270K