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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1276
Evolution Wealth Advisors
Florida
$98K -$3.56K -100 -4%
PWMG
1277
Prestige Wealth Management Group
New Jersey
$95K
Barclays
1278
Barclays
United Kingdom
$94K
ATC
1279
Adirondack Trust Company
New York
$88K
SL
1280
Savior LLC
Massachusetts
$87K
RWG
1281
Regal Wealth Group
California
$86K +$178 +5 +0.2%
BDWM
1282
Brewin Dolphin Wealth Management
Ireland
$83.2K +$83.2K +2,340 New
EP
1283
Eudaimonia Partners
Tennessee
$83K -$526K -14,695 -86%
BA
1284
Ballast Advisors
Minnesota
$83K +$8.05K +225 +11%
MWP
1285
Meridian Wealth Partners
Pennsylvania
$79K
FA
1286
Financial Advantage
Maryland
$78K
RBC
1287
Roble Belko & Company
Pennsylvania
$78K +$3.03K +85 +4%
HDIM
1288
Hanson & Doremus Investment Management
Vermont
$77K
CMBA
1289
C.M. Bidwell & Associates
Hawaii
$70K +$712 +20 +1%
SC
1290
Steph & Co
Wisconsin
$69K -$11K -310 -14%
HWM
1291
Holloway Wealth Management
Florida
$69K -$56K
NCM
1292
New Capital Management
Texas
$68K
MRCM
1293
M&R Capital Management
New Jersey
$66K +$30.8K +875 +88%
FWM
1294
Focused Wealth Management
New York
$65K -$10.9K -305 -14%
RAM
1295
Riggs Asset Management
Pennsylvania
$64K
AWM
1296
AllSquare Wealth Management
New York
$64K
ACA
1297
Aptus Capital Advisors
Alabama
$64K +$6.84K +195 +12%
HIIFS
1298
Harel Insurance Investments & Financial Services
Israel
$63K
WOC
1299
West Oak Capital
California
$59K +$23.5K +660 +66%
FA
1300
Faithward Advisors
Pennsylvania
$54K -$3.71K -105 -6%