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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 %
HA
1201
Harborview Advisors
Maine
$209K +$51.1K +1,780 +32%
BAM
1202
Belpointe Asset Management
Nevada
$208K -$267K -9,265 -56%
AWA
1203
ARS Wealth Advisors
Florida
$208K
JPMIA
1204
J.P. Marvel Investment Advisors
Massachusetts
$207K
WPP
1205
Whalerock Point Partners
Rhode Island
$206K
VCAM
1206
Van Cleef Asset Management
Ohio
$206K
AWM
1207
Affinity Wealth Management
Delaware
$206K
VWM
1208
Venturi Wealth Management
Texas
$205K -$280K -9,720 -58%
Simplex Trading
1209
Simplex Trading
Illinois
$205K -$190K -6,625 -48%
PAM
1210
Premier Asset Management
Illinois
$205K +$205K +7,125 New
GEA
1211
Glen Eagle Advisors
New Jersey
$205K -$288 -10 -0.1%
GC
1212
Gibson Capital
Pennsylvania
$204K
CCM
1213
Covington Capital Management
California
$203K
HWA
1214
HHM Wealth Advisors
Tennessee
$203K +$12K +415 +6%
IA
1215
IFG Advisors
Missouri
$203K +$203K +7,040 New
PFG
1216
PAX Financial Group
Texas
$202K -$63.5K -2,055 -24%
MWM
1217
McNaughton Wealth Management
California
$202K -$10.4K -360 -5%
DE
1218
Day & Ennis
Georgia
$200K -$428K -14,850 -68%
CDIA
1219
Capital Directions Investment Advisors
Georgia
$199K
AIM
1220
Axiom Investment Management
New York
$198K -$10.9K -380 -5%
PG
1221
Proffitt & Goodson
Tennessee
$195K -$87.8K -3,050 -31%
BCA
1222
Bray Capital Advisors
Florida
$193K
MIM
1223
Macroview Investment Management
Maryland
$188K -$66.3K -2,300 -26%
CWC
1224
Carolinas Wealth Consulting
North Carolina
$176K +$176K +6,110 New
TFGT
1225
TS Financial Group (TSFG)
Illinois
$174K -$119K -4,135 -41%