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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 %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$27.5M
AUB
152
Atlantic Union Bankshares
Virginia
$26.8M +$26.8M +693,055 New
CG
153
Colony Group
Massachusetts
$26.6M -$351K -9,085 -1%
AIP
154
Ameritas Investment Partners
Nebraska
$26.5M -$5.25M -135,770 -17%
PWLP
155
Prio Wealth Limited Partnership
Massachusetts
$26.5M +$1.76M +45,595 +7%
FBFS
156
First Business Financial Services
Wisconsin
$26.3M +$649K +16,790 +3%
TCM
157
Twele Capital Management
Minnesota
$25.9M +$943K +24,395 +4%
WSFS
158
Wilmington Savings Fund Society
Delaware
$25.2M -$949K -24,545 -4%
CFIA
159
Cantor Fitzgerald Investment Advisors
New York
$25.2M -$14.2M -366,735 -36%
CAM
160
Chandler Asset Management
California
$24.9M +$7.84M +202,850 +46%
Prudential Financial
161
Prudential Financial
New Jersey
$24.8M +$145K +3,745 +0.6%
AWC
162
Abundance Wealth Counselors
Pennsylvania
$24.7M +$548K +14,190 +2%
AIA
163
Ally Invest Advisors
North Carolina
$24.5M +$3.04M +78,535 +14%
TCOV
164
Trust Company of Vermont
Vermont
$24.2M +$1.16M +30,000 +5%
CPIG
165
Chicago Partners Investment Group
Illinois
$24.1M +$254K +6,525 +1%
RRC
166
Relaxing Retirement Coach
Massachusetts
$24.1M +$51.4K +1,330 +0.2%
NA
167
Nottingham Advisors
New York
$24M +$55.4K +1,420 +0.2%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$24M +$2.59M +67,040 +12%
LP
169
LGL Partners
Pennsylvania
$23.9M -$344K -8,905 -1%
PSUF
170
People's United Financial
Connecticut
$23.6M +$740K +19,145 +3%
W
171
Wealthquest
Ohio
$23.3M +$914K +23,660 +4%
MA
172
MCF Advisors
Kentucky
$22.7M -$1.55K -40 -0%
WIP
173
Wellesley Investment Partners
Massachusetts
$22.3M +$101K +2,620 +0.5%
FNT
174
First National Trust
Pennsylvania
$21.6M -$1.54M -39,910 -7%
FLPIM
175
F.L. Putnam Investment Management
Massachusetts
$21.6M +$7.49M +193,725 +53%