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iShares Core S&P Mid-Cap ETF

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$19.4M +$12M +317,165 +162%
CWM
177
Cornerstone Wealth Management
Missouri
$19.4M +$423K +4,260 +2%
AUB
178
Atlantic Union Bankshares
Virginia
$19.3M +$14.3M +377,190 +284%
SGAM
179
Steinberg Global Asset Management
Florida
$19.2M +$317K +8,370 +2%
IOOF
180
Independent Order of Foresters
Ontario, Canada
$19.2M
TCM
181
Twele Capital Management
Minnesota
$19.1M -$202K -5,335 -1%
VCM
182
Vision Capital Management
Oregon
$19.1M -$597K -15,755 -3%
BHWM
183
Bar Harbor Wealth Management
New Hampshire
$19M -$438K -11,555 -2%
Prudential Financial
184
Prudential Financial
New Jersey
$18.8M +$1.98M +52,305 +12%
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$18.7M +$409K +10,800 +2%
CPA
186
Capital Planning Advisors
California
$18.6M +$610K +16,115 +3%
HFS
187
HL Financial Services
Kentucky
$18.5M +$2.44M +64,330 +15%
SWMG
188
Strategic Wealth Management Group
Maryland
$18.4M +$604K +15,950 +3%
AIA
189
Ally Invest Advisors
North Carolina
$18.3M +$2.17M +57,360 +13%
MSA
190
Mason Street Advisors
Wisconsin
$18.3M -$28.5M -751,250 -61%
KFS
191
Kelly Financial Services
Massachusetts
$18.2M +$18.2M +479,815 New
WTC
192
WhitTier Trust Company
Nevada
$17.9M +$3.39M +89,580 +23%
CAM
193
Chandler Asset Management
California
$17.7M +$218K +5,750 +1%
GFS
194
GYL Financial Synergies
Connecticut
$17.7M +$511K +13,495 +3%
FNBOH
195
First National Bank of Hutchinson
Kansas
$17.5M +$106K +2,720 +0.6%
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$17.2M -$61.8M -1,630,205 -78%
JWA
197
JFS Wealth Advisors
Pennsylvania
$17.2M -$175K -4,620 -1%
CA
198
Clearstead Advisors
Ohio
$17.1M +$998K +26,355 +6%
TA
199
Tiedemann Advisors
New York
$16.9M -$7.43M -196,140 -30%
AFA
200
American Financial Advisors
Georgia
$16.8M +$5.22M +137,785 +45%