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iShares Core S&P Mid-Cap ETF

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
1201
Maple Capital Management
Vermont
$367K -$14.4K -350 -4%
LNWWM
1202
Laird Norton Wetherby Wealth Management
California
$367K
PO
1203
Private Ocean
California
$367K +$9.69K +235 +3%
LSA
1204
Lion Street Advisors
Texas
$367K +$367K +8,970 New
AIC
1205
Archer Investment Corporation
Indiana
$365K -$40.1K -975 -10%
SWAG
1206
Spectrum Wealth Advisory Group
California
$364K -$15.2K -370 -4%
NP
1207
NorthRock Partners
Minnesota
$363K -$87.3K -2,120 -19%
MIM
1208
Macroview Investment Management
Maryland
$363K +$115K +2,800 +46%
CCP
1209
Corient Capital Partners
California
$362K -$1.24K -30 -0.3%
BO
1210
Bank OZK
Arkansas
$362K +$6.18K +150 +2%
SWA
1211
SFMG Wealth Advisors
Texas
$361K
GIA
1212
Guyasuta Investment Advisors
Pennsylvania
$360K -$3.09K -75 -0.8%
EFL
1213
ERn Financial LLC
Wisconsin
$360K +$147K +3,565 +69%
PFG
1214
PAX Financial Group
Texas
$359K +$359K +8,590 New
NWS
1215
Newport Wealth Strategies
California
$357K -$30.7K -750 -8%
CFG
1216
Cooper Financial Group
California
$357K +$6.58K +160 +2%
PIA
1217
Perennial Investment Advisors
California
$357K +$357K +8,660 New
NG
1218
NWK Group
California
$357K +$357K +8,670 New
NWP
1219
Northstar Wealth Partners
Connecticut
$356K -$10.7K -260 -3%
BBA
1220
BLB&B Advisors
Pennsylvania
$356K +$44.9K +1,090 +14%
MAM
1221
Meeder Asset Management
Ohio
$354K -$6.37K -155 -2%
FLI
1222
Family Legacy Inc
South Carolina
$354K +$7.98K +195 +2%
AF
1223
Allworth Financial
California
$354K +$143K +3,490 +68%
CWM
1224
Confluence Wealth Management
Oregon
$352K
ESB
1225
Essex Savings Bank
Connecticut
$351K