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iShares Core S&P Mid-Cap ETF

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
1226
Noesis Capital Mangement
Florida
$349K
ACA
1227
Affinity Capital Advisors
California
$347K +$347K +8,430 New
SYBT
1228
Stock Yards Bank & Trust
Kentucky
$346K -$7.42K -180 -2%
MIC
1229
Meridian Investment Counsel
California
$346K
SWM
1230
Segment Wealth Management
Texas
$345K
EWM
1231
Executive Wealth Management
Michigan
$338K -$1.73M -41,990 -84%
CCA
1232
Column Capital Advisors
Indiana
$338K +$338K +8,235 New
JPG
1233
Jordan Park Group
California
$335K
BIAS
1234
Beacon Investment Advisory Services
New Jersey
$335K +$14.4K +350 +4%
KFI
1235
Key Financial Inc
Pennsylvania
$334K +$334K +8,110 New
EHC
1236
Everett Harris & Co
California
$332K -$10.3K -250 -3%
ATFA
1237
All Terrain Financial Advisors
Minnesota
$332K
VWA
1238
Visionary Wealth Advisors
Illinois
$330K +$330K +8,030 New
RM
1239
Resource Management
Louisiana
$328K +$101K +2,450 +44%
MIAS
1240
Mason Investment Advisory Services
Virginia
$327K -$9.88K -240 -3%
PWPS
1241
Pinnacle Wealth Planning Services
Ohio
$325K +$325K +7,905 New
LJAC
1242
L.J. Altfest & Co
New York
$323K +$823 +20 +0.3%
SDWMA
1243
Schneider Downs Wealth Management Advisors
Pennsylvania
$321K -$2.26K -55 -0.7%
LAIC
1244
Lederer & Associates Investment Counsel
California
$319K -$2.06K -50 -0.6%
ECM
1245
Evergreen Capital Management
Washington
$319K
DSN
1246
D. Scott Neal
Kentucky
$317K
Jane Street
1247
Jane Street
New York
$315K -$2.53M -61,435 -89%
FIB
1248
First Interstate Bank
Montana
$315K
KCPG
1249
Kavar Capital Partners Group
Kansas
$311K
IIA
1250
IPG Investment Advisors
California
$308K +$69K +1,675 +29%