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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 %
MWP
1276
Meridian Wealth Partners
Pennsylvania
$64K
FA
1277
Financial Advantage
Maryland
$63K
AWA
1278
Arkadios Wealth Advisors
Georgia
$62.5K +$22.4K +780 +56%
HDIM
1279
Hanson & Doremus Investment Management
Vermont
$62K -$11.6K -405 -16%
CA
1280
Centerpoint Advisors
Massachusetts
$62K -$5.79K -200 -9%
FWM
1281
Focused Wealth Management
New York
$61K +$1.29K +45 +2%
BA
1282
Ballast Advisors
Minnesota
$60K -$10.2K -355 -14%
RBC
1283
Roble Belko & Company
Pennsylvania
$60K
CMBA
1284
C.M. Bidwell & Associates
Hawaii
$56K
HWM
1285
Holloway Wealth Management
Florida
$56K -$80K
NCM
1286
New Capital Management
Texas
$55K
TC
1287
Truvestments Capital
Florida
$54K +$54K +1,880 New
MCM
1288
McMillion Capital Management
North Carolina
$53K -$5.01K -175 -9%
AWM
1289
AllSquare Wealth Management
New York
$52K
RAM
1290
Riggs Asset Management
Pennsylvania
$51K -$5.07M -178,825 -99%
HIIFS
1291
Harel Insurance Investments & Financial Services
Israel
$50K
ED
1292
Exane Derivatives
France
$47.2K -$1.02M -35,380 -96%
RP
1293
Rice Partnership
Hawaii
$47K -$21.6K -755 -31%
FA
1294
Faithward Advisors
Pennsylvania
$47K -$3.59K -125 -7%
ACA
1295
Aptus Capital Advisors
Alabama
$46K -$141 -5 -0.3%
SFSG
1296
Stearns Financial Services Group
North Carolina
$45K
NEIRG
1297
New England Investment & Retirement Group
Massachusetts
$45K +$45K +1,555 New
JHCP
1298
Jackson Hole Capital Partners
Oklahoma
$44K
DAC
1299
Dividend Assets Capital
South Carolina
$43K -$64.1K -2,250 -60%
KFS
1300
Kelly Financial Services
Massachusetts
$42.3K -$12.6M -437,895 -100%