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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 %
NPP
1151
New Potomac Partners
Maryland
$231K +$10.6K +275 +5%
Toronto Dominion Bank
1152
Toronto Dominion Bank
Ontario, Canada
$231K +$231K +5,990 New
BCM
1153
Buckhead Capital Management
Georgia
$228K
JC
1154
Jentner Corp
Ohio
$228K
TL
1155
TrueWealth LLC
Georgia
$228K +$228K +5,900 New
CS
1156
Credit Suisse
Switzerland
$226K -$190K -4,920 -46%
BCA
1157
Bray Capital Advisors
Florida
$226K
IIA
1158
IPG Investment Advisors
California
$225K -$71.5K -1,850 -24%
FB
1159
Fulton Bank
Pennsylvania
$224K +$224K +5,805 New
SBL
1160
Sargent Bickham Lagudis
Colorado
$222K -$18.5K -480 -8%
BSA
1161
Bull Street Advisors
Georgia
$222K +$222K +5,745 New
VBFG
1162
Vishria Bird Financial Group
Tennessee
$221K
WIA
1163
World Investment Advisors
California
$221K +$221K +5,720 New
HBT
1164
Hills Bank & Trust
Iowa
$219K
PCM
1165
Princeton Capital Management
New Jersey
$219K
RCG
1166
Ruggie Capital Group
Florida
$219K +$219K +5,670 New
CPSAC
1167
Chas P. Smith & Associates (CPS)
Florida
$218K -$3M -77,605 -93%
KM
1168
Kalos Management
Georgia
$218K -$4.24K -110 -2%
LSAG
1169
Lake Street Advisors Group
New Hampshire
$218K
DI
1170
DFPG Investments
Utah
$217K -$223K -6,020 -51%
EWA
1171
ERTS Wealth Advisors
Michigan
$216K -$9.86K -255 -4%
NCM
1172
Northwest Capital Management
Oregon
$215K
IC
1173
Innealta Capital
Texas
$214K +$214K +5,540 New
RM
1174
Resource Management
Louisiana
$213K +$5.4K +140 +3%
IC
1175
InterOcean Capital
Illinois
$211K