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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 %
FIM
1426
Freedom Investment Management
Connecticut
-$227K -6,375 Closed
WIA
1427
Wealthstreet Investment Advisors
Texas
-$202K -5,675 Closed
WWM
1428
WJ Wealth Management
Arizona
-$200K -5,660 Closed
DL
1429
DOHJ LLC
Washington
-$201K -5,320 Closed
AWM
1430
Apollon Wealth Management
South Carolina
-$119K -3,355 Closed
BFIM
1431
Beese Fulmer Investment Management
Ohio
-$104K -2,920 Closed
RDWM
1432
Red Door Wealth Management
Tennessee
-$40K -1,130 Closed
PA
1433
Procyon Advisors
Connecticut
-$29K -815 Closed
KPW
1434
Kore Private Wealth
New York
-$25K -730 Closed
FWM
1435
FSA Wealth Management
Massachusetts
-$25K -700 Closed
CWP
1436
CFM Wealth Partners
Texas
-$17K -500 Closed
SCA
1437
Stonebridge Capital Advisors
Minnesota
-$12K -350 Closed
WFMPM
1438
Woodley Farra Manion Portfolio Management
Indiana
-$10K -285 Closed
SFC
1439
SYM Financial Corp
Indiana
-$10K -270 Closed
TFA
1440
Transamerica Financial Advisors
Florida
-$9K -250 Closed
AC
1441
AlphaCore Capital
California
-$7K -200 Closed
BC
1442
Barnett & Company
Tennessee
-$7K -200 Closed
BBA
1443
Braun-Bostich & Associates
Pennsylvania
-$6K -160 Closed
PA
1444
Perennial Advisors
New York
-$6K -155 Closed
MA
1445
Modus Advisors
Minnesota
-$3K -90 Closed
KWM
1446
Keebeck Wealth Management
Illinois
-$2K -75 Closed
APC
1447
Aspire Private Capital
North Carolina
-$2K -55 Closed
AAIM
1448
Asset Advisors Investment Management
Georgia
-$1K -30 Closed