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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 %
BOS
151
Bank of Stockton
California
$29.8M -$1.19M -28,965 -4%
AUB
152
Atlantic Union Bankshares
Virginia
$29.7M +$1.22M +29,555 +4%
PWLP
153
Prio Wealth Limited Partnership
Massachusetts
$29.7M +$1.5M +36,350 +5%
TCM
154
Twele Capital Management
Minnesota
$29.7M +$2.03M +49,390 +7%
CPIG
155
Chicago Partners Investment Group
Illinois
$29.2M +$3.22M +76,795 +12%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$29.1M +$3.58M +86,895 +14%
PI
157
Pachira Investments
California
$29M -$560K -13,600 -2%
FBFS
158
First Business Financial Services
Wisconsin
$28.1M +$121K +2,950 +0.4%
FLPIM
159
F.L. Putnam Investment Management
Massachusetts
$28M +$5.07M +123,070 +22%
CG
160
Colony Group
Massachusetts
$28M -$416K -10,105 -1%
AIP
161
Ameritas Investment Partners
Nebraska
$27.6M -$652K -15,850 -2%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$27.5M
WSFS
163
Wilmington Savings Fund Society
Delaware
$27.2M +$345K +8,390 +1%
AWC
164
Abundance Wealth Counselors
Pennsylvania
$27M +$670K +16,285 +3%
Prudential Financial
165
Prudential Financial
New Jersey
$26.8M +$368K +8,930 +1%
PSUF
166
People's United Financial
Connecticut
$26.6M +$1.43M +34,800 +6%
CAM
167
Chandler Asset Management
California
$26.6M +$57.6K +1,400 +0.2%
CFIA
168
Cantor Fitzgerald Investment Advisors
New York
$26.6M -$313K -7,615 -1%
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$26.2M +$6.91M +167,955 +36%
LP
170
LGL Partners
Pennsylvania
$25.9M +$434K +10,540 +2%
TCOV
171
Trust Company of Vermont
Vermont
$25.8M +$24.7K +600 +0.1%
RRC
172
Relaxing Retirement Coach
Massachusetts
$25.5M -$95.5K -2,320 -0.4%
CAN
173
Cetera Advisor Networks
California
$25.5M -$12.6M -305,185 -33%
NA
174
Nottingham Advisors
New York
$25.5M +$85.6K +2,075 +0.3%
DWA
175
Divergent Wealth Advisors
Utah
$25.2M -$5.5M -133,575 -18%