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iShares Core S&P Mid-Cap ETF

1,288 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 574 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,288
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28.02%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.35%
New
70
Increased
574
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Shares
Change %
BPB
101
Badgley, Phelps & Bell
Washington
$44.6M +$496K +12,765 +1%
KA
102
Klingman & Associates
New York
$44.4M +$1.43M +36,910 +3%
MWM
103
Modera Wealth Management
New Jersey
$44.2M -$302K -7,785 -0.7%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$43.8M
WAM
105
Wealthspire Advisors (Maryland)
Maryland
$43.1M +$7.84M +201,865 +22%
AA
106
ALPS Advisors
Colorado
$42.5M -$2.6M -67,005 -6%
CC
107
Chanos & Company
New York
$42.5M +$27.2M +700,365 +179%
HW
108
Hancock Whitney
Mississippi
$40.2M +$4.38M +112,850 +12%
WT
109
Whittier Trust
California
$40.2M +$2.17M +55,930 +6%
CFIA
110
Cantor Fitzgerald Investment Advisors
New York
$39.6M -$6.1M -157,095 -13%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$38.8M -$764K -19,675 -2%
EWM
112
Evermay Wealth Management
Virginia
$38.6M -$598K -15,380 -2%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$38.2M +$395K +10,165 +1%
US Bancorp
114
US Bancorp
Minnesota
$38M +$1.42M +36,470 +4%
BTS
115
BB&T Securities
Virginia
$37.5M -$1.54M -39,695 -4%
NAM
116
NorthCoast Asset Management
Connecticut
$37.4M -$6.74M -173,060 -15%
CFG
117
Citizens Financial Group
Rhode Island
$37.4M -$3.03M -78,080 -8%
CFG
118
CKW Financial Group
Hawaii
$37.2M -$4.55M -117,045 -11%
DWM
119
Destination Wealth Management
California
$37.1M +$506K +13,015 +1%
CWM
120
Connecticut Wealth Management
Connecticut
$36.8M +$1.44M +37,040 +4%
AQR Capital Management
121
AQR Capital Management
Connecticut
$36.5M -$1.86M -48,000 -5%
Lazard Asset Management
122
Lazard Asset Management
New York
$36.1M -$1.3M -33,370 -3%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35.8M +$1.51M +38,850 +4%
AWM
124
Altium Wealth Management
New York
$35.8M +$4.55M +117,155 +15%
CAL
125
Capital Analysts LLC
Pennsylvania
$35.5M -$507K -13,050 -1%