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iShares Core S&P Mid-Cap ETF

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
126
Capital Investment Advisors
Georgia
$35.3M -$50.2K -1,300 -0.1%
Mariner
127
Mariner
Kansas
$35.3M +$4.03M +104,305 +13%
Lazard Asset Management
128
Lazard Asset Management
New York
$35.2M -$753K -19,490 -2%
FHA
129
First Horizon Advisors
Tennessee
$33.4M +$926K +23,960 +3%
Rafferty Asset Management
130
Rafferty Asset Management
New York
$33.4M -$1.85M -47,785 -5%
CWM
131
Cahaba Wealth Management
Georgia
$33.1M +$1.97M +51,005 +6%
FHB
132
First Hawaiian Bank
Hawaii
$32.9M +$540K +13,975 +2%
BFA
133
Beaumont Financial Advisors
Massachusetts
$32.6M +$631K +16,325 +2%
DT
134
Diversified Trust
Tennessee
$32.4M +$1.22M +31,655 +4%
TC
135
Telemus Capital
Michigan
$32.3M +$595K +15,400 +2%
AF
136
Affiance Financial
Minnesota
$31.4M -$61.1K -1,580 -0.2%
SWP
137
Stratos Wealth Partners
Ohio
$31.1M +$271K +7,000 +0.9%
SOMRS
138
State of Michigan Retirement System
Michigan
$31M -$773K -20,000 -2%
SPC
139
Sigma Planning Corp
Michigan
$30.8M -$794K -20,550 -3%
BSB
140
Bangor Savings Bank
Maine
$30.6M -$214K -5,530 -0.7%
WI
141
Wintrust Investments
Illinois
$30.5M +$791K +20,460 +3%
JFA
142
JNBA Financial Advisors
Minnesota
$30.5M -$736K -19,050 -2%
EDRH
143
Edmond de Rothschild Holding
Switzerland
$29.4M +$943K +24,395 +3%
GIM
144
Goelzer Investment Management
Indiana
$29.2M +$1.41M +36,425 +5%
BOS
145
Bank of Stockton
California
$29.1M -$1.08M -27,865 -4%
DWA
146
Divergent Wealth Advisors
Utah
$28.9M +$6.13M +158,590 +27%
Fiera Capital (Canada)
147
Fiera Capital (Canada)
Quebec, Canada
$28.7M +$3.18M +82,350 +12%
MFG
148
Magnus Financial Group
New York
$28.7M +$22K +570 +0.1%
LRIA
149
Leonard Rickey Investment Advisors
Washington
$28.3M +$268K +6,940 +1%
PI
150
Pachira Investments
California
$27.8M -$115K -2,980 -0.4%