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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 %
TH
1176
TCTC Holdings
Texas
$250K -$83.6K -2,350 -25%
EP
1177
EPIQ Partners
Minnesota
$249K -$63.8K -1,790 -20%
BCP
1178
Berkeley Capital Partners
Georgia
$249K +$249K +6,990 New
FBC
1179
Fairfield, Bush & Co
Connecticut
$248K +$248K +6,965 New
RBFC
1180
Roman Butler Fullerton & Co
Missouri
$247K +$247K +6,955 New
AIM
1181
Axiom Investment Management
New York
$245K -$534 -15 -0.2%
EFSCE
1182
Enterprise Financial Services Corp (EFSC)
Missouri
$243K -$111K -3,125 -31%
HFS
1183
Haverford Financial Services
Pennsylvania
$243K +$243K +6,825 New
PG
1184
Proffitt & Goodson
Tennessee
$241K
AFS
1185
Aft Forsyth & Sober
Florida
$240K +$40K +1,125 +20%
HWM
1186
Hohimer Wealth Management
Washington
$239K +$239K +6,715 New
BBA
1187
BLB&B Advisors
Pennsylvania
$238K +$238K +6,700 New
CDIA
1188
Capital Directions Investment Advisors
Georgia
$237K -$8.9K -250 -4%
MTC
1189
McDaniel Terry & Co
Texas
$236K +$236K +6,630 New
MWM
1190
McNaughton Wealth Management
California
$235K -$15.1K -425 -6%
ACA
1191
Affinity Capital Advisors
California
$235K +$235K +6,620 New
GCA
1192
Gradient Capital Advisors
California
$233K +$233K +6,545 New
T. Rowe Price Associates
1193
T. Rowe Price Associates
Maryland
$232K +$232K +6,525 New
AIC
1194
Archer Investment Corporation
Indiana
$232K -$85.2K -2,395 -27%
VWA
1195
Visionary Wealth Advisors
Illinois
$231K -$43.9K -1,235 -16%
EA
1196
Elm Advisors
California
$231K -$29.7K -835 -11%
SDAM
1197
Shulman DeMeo Asset Management
New York
$231K +$231K +6,500 New
RI
1198
Ridgewood Investments
New Jersey
$230K +$230K +6,465 New
PIA
1199
Perennial Investment Advisors
California
$229K -$32K -900 -12%
HIS
1200
Harvest Investment Services
Illinois
$229K +$229K +6,450 New