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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 %
SFG
1376
Sowa Financial Group
Rhode Island
$135K +$135K +3,290 New
RWG
1377
Regal Wealth Group
California
$130K -$20.3K -495 -14%
APWM
1378
Atlas Private Wealth Management
New York
$126K +$126K +3,070 New
DCM
1379
Disciplina Capital Management
Tennessee
$126K
AIM
1380
Anchor Investment Management
South Carolina
$123K +$2.68K +65 +2%
CB
1381
CNB Bank
Pennsylvania
$119K
ClearBridge Investments
1382
ClearBridge Investments
New York
$113K
RCM
1383
Rain Capital Management
Oregon
$110K -$45.9K -1,115 -29%
PWMG
1384
Prestige Wealth Management Group
New Jersey
$110K -$3.9K -95 -3%
FRA
1385
Front Row Advisors
California
$109K -$412 -10 -0.4%
Barclays
1386
Barclays
United Kingdom
$109K
TCM
1387
TD Capital Management
Tennessee
$108K -$1.23K -30 -1%
HDIM
1388
Hanson & Doremus Investment Management
Vermont
$106K +$16.7K +405 +19%
BA
1389
Ballast Advisors
Minnesota
$101K +$101K +2,450 New
DC
1390
DeDora Capital
California
$101K +$101K +2,465 New
RP
1391
Rice Partnership
Hawaii
$99K
IA
1392
Independence Advisors
Pennsylvania
$99K +$99K +2,405 New
CA
1393
Centerpoint Advisors
Massachusetts
$96K +$84.1K +2,050 +707%
MWP
1394
Meridian Wealth Partners
Pennsylvania
$92K +$92K +2,225 New
CQS
1395
Credential Qtrade Securities
$91.6K +$91.6K +2,225 New
FA
1396
Financial Advantage
Maryland
$91K
APW
1397
Acima Private Wealth
Virginia
$89K -$24.8K -600 -22%
WCAMG
1398
Woodard & Company Asset Management Group
North Carolina
$88K +$88K +2,135 New
ATC
1399
Adirondack Trust Company
New York
$87K +$10.6K +265 +14%
FWM
1400
Focused Wealth Management
New York
$86K -$3.71K -90 -4%