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iShares Core S&P Mid-Cap ETF

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
WEC
1226
Winslow Evans & Crocker
Massachusetts
$48K
NSB
1227
Norway Savings Bank
Maine
$48K
DAM
1228
Delta Asset Management
Tennessee
$47K
SFSG
1229
Stearns Financial Services Group
North Carolina
$45K
ADL
1230
Asset Dedication LLC
California
$45K +$8.22K +220 +22%
WAM
1231
Wakefield Asset Management
Colorado
$44K +$44K +1,170 New
SFA
1232
Stewardship Financial Advisors
Georgia
$42K
APC
1233
Aspire Private Capital
North Carolina
$41K -$53.9K -1,420 -57%
MRCM
1234
M&R Capital Management
New Jersey
$39K
DPA
1235
Delphi Private Advisors
California
$38K -$7.6K -200 -17%
WOC
1236
West Oak Capital
California
$38K
CICI
1237
Capital Investment Counsel Inc
North Carolina
$35K +$35K +930 New
YWP
1238
YorkBridge Wealth Partners
New York
$34K -$18.2K -485 -35%
LJHT
1239
Laurie J. Hall Trustee
$34K
IBOK
1240
Independence Bank of Kentucky
Kentucky
$34K +$4.75K +125 +16%
AOWM
1241
Alpha Omega Wealth Management
Virginia
$33K
LYV
1242
Live Your Vision
Pennsylvania
$33K +$10.9K +280 +49%
RBC
1243
Roble Belko & Company
Pennsylvania
$32K
PK
1244
Pflug Koory
Nebraska
$31K
VCM
1245
Versant Capital Management
Arizona
$31K
KPW
1246
Kore Private Wealth
New York
$28K
WAS
1247
WESPAC Advisors SoCal
California
$28K +$28K +750 New
GWA
1248
Guidant Wealth Advisors
Illinois
$24K
GIP
1249
Granite Investment Partners
California
$24K +$24K +625 New
LFG
1250
Larson Financial Group
Missouri
$23K