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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 %
AP
1351
Atwood & Palmer
Missouri
$10K
FCMT
1352
Founders Capital Management (Texas)
Texas
$10K
HWA
1353
HCR Wealth Advisors
California
$9K
SFC
1354
SYM Financial Corp
Indiana
$8K -$36.4K -1,230 -82%
WFMPM
1355
Woodley Farra Manion Portfolio Management
Indiana
$8K
ADL
1356
Asset Dedication LLC
California
$7K -$8.86K -310 -56%
TFA
1357
Toth Financial Advisory
Virginia
$7K
FWM
1358
FSA Wealth Management
Massachusetts
$7K
OFG
1359
OmniStar Financial Group
North Carolina
$7K +$7K +240 New
BC
1360
Barnett & Company
Tennessee
$6K
BL
1361
Balentine LLC
Georgia
$6K
RFA
1362
Reilly Financial Advisors
California
$6K
HFA
1363
HC Financial Advisors
California
$5K +$5K +175 New
IFAM
1364
Institutional & Family Asset Management
Colorado
$5K +$5K +180 New
TWA
1365
TCI Wealth Advisors
Arizona
$4K -$278K -10,430 -99%
BBA
1366
Braun-Bostich & Associates
Pennsylvania
$4K -$6.25K -250 -61%
FMP
1367
Financial Management Professionals
Texas
$4K -$1.6K -60 -29%
PK
1368
Pflug Koory
Nebraska
$4K
NL
1369
NWAM LLC
Washington
$3.94K +$490 +17,040 +14%
SWA
1370
Sutton Wealth Advisors
Florida
$3.74K +$2.16K +75 +136%
EWM
1371
Elmwood Wealth Management
California
$3K +$3K +80 New
LS
1372
Leelyn Smith
Illinois
$3K -$48.4K -1,935 -94%
AIM
1373
Arcadia Investment Management
Michigan
$3K
CFN
1374
Cordasco Financial Network
Florida
$3K
YAL
1375
Your Advocates Ltd
Texas
$3K +$3K +90 New