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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 %
PFM
101
Phillips Financial Management
Indiana
$32.3M -$4.85M -178,930 -13%
Bessemer Group
102
Bessemer Group
New Jersey
$32.2M -$3.43M -119,325 -10%
AA
103
ALPS Advisors
Colorado
$31.9M +$965K +33,525 +3%
AWM
104
Altium Wealth Management
New York
$31.8M -$213K -7,420 -0.7%
MWM
105
Modera Wealth Management
New Jersey
$31.7M -$521K -18,120 -2%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$30.2M -$321K -11,170 -1%
CPO
107
Cerity Partners OCIO
New York
$29.6M -$7.11M -247,240 -19%
AIA
108
Ally Invest Advisors
North Carolina
$29.3M +$7.92M +275,230 +37%
DWM
109
Destination Wealth Management
California
$29.2M +$1.14M +39,650 +4%
TFO
110
Tarbox Family Office
California
$29.1M -$6.88M -239,125 -19%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$28.7M -$12M -417,045 -29%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$28M +$7.62M +264,800 +37%
CFG
113
Citizens Financial Group
Rhode Island
$27.9M -$929K -32,305 -3%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$27.9M -$528K -19,305 -2%
Invesco
115
Invesco
Georgia
$27.6M +$26.5M +919,490 +2,246%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$27.5M
TCM
117
Twele Capital Management
Minnesota
$27.1M +$6.33M +219,925 +31%
MFG
118
Magnus Financial Group
New York
$26.5M +$2.27M +78,810 +9%
CWM
119
Cahaba Wealth Management
Georgia
$26.3M +$306K +10,630 +1%
FHB
120
First Hawaiian Bank
Hawaii
$25.9M +$708K +24,590 +3%
AF
121
Affiance Financial
Minnesota
$25.8M +$2.08M +72,400 +9%
CAL
122
Capital Analysts LLC
Pennsylvania
$25.8M -$1.63M -56,785 -6%
FHA
123
First Horizon Advisors
Tennessee
$25.8M +$1.23M +42,735 +5%
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$25.8M -$10.3M -358,035 -29%
1832 Asset Management
125
1832 Asset Management
Ontario, Canada
$25.2M