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iShares Core S&P Mid-Cap ETF

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
1226
Roble Belko & Company
Pennsylvania
$81K
WEC
1227
Winslow Evans & Crocker
Massachusetts
$80K
FGAM
1228
Financial Gravity Asset Management
Texas
$78K
MCM
1229
McMillion Capital Management
North Carolina
$78K
GFPC
1230
Global Financial Private Capital
Florida
$77K -$120K -3,075 -61%
HWM
1231
Holloway Wealth Management
Florida
$75K -$83K
CMBA
1232
C.M. Bidwell & Associates
Hawaii
$75K
NCM
1233
New Capital Management
Texas
$74K
ATC
1234
Adirondack Trust Company
New York
$74K +$74K +1,915 New
LB
1235
Legacy Bridge
Iowa
$72K
AWM
1236
AllSquare Wealth Management
New York
$70K
HIIFS
1237
Harel Insurance Investments & Financial Services
Israel
$67K
JHCP
1238
Jackson Hole Capital Partners
Oklahoma
$59K
PAI
1239
Pittenger & Anderson Inc
Nebraska
$56K
EI
1240
Ellevest Inc
New York
$55K
BRC
1241
Bell Rock Capital
Delaware
$54K -$2.89K -75 -5%
NSB
1242
Norway Savings Bank
Maine
$49K
DAM
1243
Delta Asset Management
Tennessee
$48K
SFSG
1244
Stearns Financial Services Group
North Carolina
$46K
CG
1245
Cutler Group
California
$46K +$46K +1,195 New
EAM
1246
Eukles Asset Management
Ohio
$44K
WWM
1247
Willingdon Wealth Management
North Carolina
$44K +$30.6K +800 +229%
SWP
1248
Strategic Wealth Partners
Ohio
$43.5K -$11.2K -650 -20%
SFA
1249
Stewardship Financial Advisors
Georgia
$43K
APC
1250
Aspire Private Capital
North Carolina
$42K -$13K -340 -24%