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iShares Core S&P Mid-Cap ETF

1,288 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 574 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,288
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28.02%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.35%
New
70
Increased
574
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
176
Ally Invest Advisors
North Carolina
$21.6M +$2.86M +73,585 +15%
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$21.6M +$1.15M +29,580 +6%
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$21.5M +$1.59M +40,910 +8%
SFS
179
Summit Financial Strategies
Ohio
$20.4M -$49.7K -1,280 -0.2%
WTC
180
WhitTier Trust Company
Nevada
$20.2M +$1.84M +47,365 +10%
VCM
181
Vision Capital Management
Oregon
$20M +$430K +11,065 +2%
IOOF
182
Independent Order of Foresters
Ontario, Canada
$19.7M
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$19.6M +$464K +11,955 +2%
KFS
184
Kelly Financial Services
Massachusetts
$19.6M +$949K +24,435 +5%
SWMG
185
Strategic Wealth Management Group
Maryland
$19.6M +$668K +17,190 +4%
QI
186
QS Investors
New York
$19.5M +$4.1M +105,490 +27%
BHWM
187
Bar Harbor Wealth Management
New Hampshire
$19.5M +$12.8K +330 +0.1%
FTIOP
188
Fiduciary Trust International of Pennsylvania
Pennsylvania
$19.1M +$19.1M +491,985 New
CPA
189
Capital Planning Advisors
California
$19.1M +$22.3K +575 +0.1%
RMDI
190
R.M. Davis Inc
Maine
$18.7M +$2.95M +75,860 +19%
GFS
191
GYL Financial Synergies
Connecticut
$18.7M +$535K +13,760 +3%
CA
192
Clearstead Advisors
Ohio
$18.6M +$1.07M +27,505 +6%
GBT
193
Grove Bank & Trust
Florida
$18M +$2.4M +61,745 +15%
TC
194
Trilogy Capital
California
$17.9M -$2.35M -60,595 -12%
CA
195
Calton & Associates
Florida
$17.4M +$751K +19,320 +5%
CS
196
Comerica Securities
Michigan
$17.3M +$377K +9,700 +2%
AFA
197
American Financial Advisors
Georgia
$17.3M +$36.5K +940 +0.2%
CTA
198
Chesley Taft & Associates
Illinois
$17.2M +$42.2K +1,085 +0.2%
HI
199
Hudock Inc
Pennsylvania
$17.2M +$12K +310 +0.1%
CAM
200
Chandler Asset Management
California
$17.1M -$1.05M -26,990 -6%