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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
APWA
1101
Atlas Private Wealth Advisors
New Jersey
$327K +$327K +9,190 New
1WA
1102
180 Wealth Advisors
Washington
$325K -$889K -24,260 -73%
LDB
1103
Lee, Danner & Bass
Tennessee
$325K -$6.58K -185 -2%
DTC
1104
Davidson Trust Company
Washington
$325K
FANJ
1105
Financial Architects (New Jersey)
New Jersey
$322K
IWP
1106
IAG Wealth Partners
Wisconsin
$320K -$154K -4,320 -33%
SCM
1107
Southport Capital Management
Tennessee
$320K +$4.09K +115 +1%
QC
1108
QCM Cayman
Texas
$320K +$320K +9,000 New
HCA
1109
Heck Capital Advisors
Wisconsin
$320K -$1.02M -28,635 -76%
ACM
1110
Allred Capital Management
Texas
$318K -$69.6K -1,960 -18%
BWM
1111
BCS Wealth Management
Tennessee
$316K -$15.3K -430 -5%
RCA
1112
Rowland Carmichael Advisors
Arizona
$313K +$2.31K +65 +0.7%
CA
1113
CapWealth Advisors
Tennessee
$312K -$35.6K -1,000 -10%
BAM
1114
Barrett Asset Management
New York
$312K +$11.6K +325 +4%
FHC
1115
First Heartland Consultants
Missouri
$311K -$19.4K -545 -6%
NWP
1116
Northstar Wealth Partners
Connecticut
$309K +$7.11K +200 +2%
CWM
1117
Concentric Wealth Management
California
$307K
GIA
1118
Guyasuta Investment Advisors
Pennsylvania
$305K
ACI
1119
Alpha Cubed Investments
California
$301K -$125K -3,525 -29%
HFAS
1120
Hummer Financial Advisory Services
Illinois
$301K
NCM
1121
Noesis Capital Mangement
Florida
$301K
GWM
1122
Gray Wealth Management
Maine
$299K -$12.7K -355 -4%
MIC
1123
Meridian Investment Counsel
California
$299K
SRC
1124
Sage Rhino Capital
California
$299K +$31.1K +875 +12%
CCFM
1125
Clear Creek Financial Management
Washington
$298K +$298K +8,405 New