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iShares Core S&P Mid-Cap ETF

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1301
AllSquare Wealth Management
New York
$67K
RAM
1302
Riggs Asset Management
Pennsylvania
$66K +$3.64K +105 +6%
HIIFS
1303
Harel Insurance Investments & Financial Services
Israel
$65K
FWM
1304
Focused Wealth Management
New York
$64K -$3.32K -90 -5%
WOC
1305
West Oak Capital
California
$62K
HIM
1306
HawsGoodwin Investment Management
Tennessee
$62K +$62K +1,675 New
LJHT
1307
Laurie J. Hall Trustee
$62K +$62K +1,675 New
AssetMark Inc
1308
AssetMark Inc
California
$61K +$21K +565 +53%
FA
1309
Faithward Advisors
Pennsylvania
$55K -$1.67K -45 -3%
RBC
1310
Roble Belko & Company
Pennsylvania
$53K -$28.3K -760 -35%
AW
1311
Avion Wealth
Texas
$53K
CPW
1312
Catalyst Private Wealth
California
$53K +$53K +1,425 New
MCM
1313
Manchester Capital Management
Vermont
$51K
BCV
1314
Banque Cantonale Vaudoise
Switzerland
$50K
WEC
1315
Winslow Evans & Crocker
Massachusetts
$48K -$7.28K -195 -13%
MWA
1316
Moser Wealth Advisors
Washington
$47K
DAM
1317
Delta Asset Management
Tennessee
$46K
T2I
1318
Turim 21 Investimentos
Brazil
$46K +$46K +1,250 New
RFA
1319
Reilly Financial Advisors
California
$45K +$36.6K +980 +436%
PP
1320
PrairieView Partners
Minnesota
$44K -$3.73K -100 -8%
SFSG
1321
Stearns Financial Services Group
North Carolina
$44K
EP
1322
Eudaimonia Partners
Tennessee
$43K -$43.7K -1,170 -50%
SFG
1323
Sowa Financial Group
Rhode Island
$42K
SFA
1324
Stewardship Financial Advisors
Georgia
$41K -$13.9K -375 -25%
CFG
1325
Capstone Financial Group
Oklahoma
$39K