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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 %
PA
176
Planning Alternatives
Michigan
$21.5M -$259K -6,710 -1%
KFS
177
Kelly Financial Services
Massachusetts
$21.4M +$1.93M +49,890 +10%
CC
178
Chanos & Company
New York
$20.8M -$21.4M -553,170 -51%
PAS
179
Park Avenue Securities
New York
$20.8M +$20.8M +539,065 New
GLA
180
Good Life Advisors
Pennsylvania
$20.6M -$7.34M -189,930 -26%
WTC
181
WhitTier Trust Company
Nevada
$20.6M +$474K +12,275 +2%
RMDI
182
R.M. Davis Inc
Maine
$20.4M +$1.75M +45,355 +9%
FTIOP
183
Fiduciary Trust International of Pennsylvania
Pennsylvania
$20.3M +$1.32M +34,055 +7%
VCM
184
Vision Capital Management
Oregon
$20.3M +$397K +10,260 +2%
QI
185
QS Investors
New York
$20.3M +$818K +21,175 +4%
GBT
186
Grove Bank & Trust
Florida
$20M +$2.12M +54,825 +12%
SFS
187
Summit Financial Strategies
Ohio
$20M -$298K -7,705 -1%
SWMG
188
Strategic Wealth Management Group
Maryland
$19.8M +$388K +10,035 +2%
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$19.8M +$269K +6,965 +1%
IOOF
190
Independent Order of Foresters
Ontario, Canada
$19.6M
BHWM
191
Bar Harbor Wealth Management
New Hampshire
$19.1M -$294K -7,610 -2%
CA
192
Calton & Associates
Florida
$19.1M +$1.75M +45,300 +10%
GFS
193
GYL Financial Synergies
Connecticut
$19M +$403K +10,440 +2%
CA
194
Clearstead Advisors
Ohio
$18.5M +$79.2K +2,050 +0.4%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$18.1M -$3.36M -87,060 -16%
HI
196
Human Investing
Oregon
$17.7M +$1.86M +48,055 +12%
AFA
197
American Financial Advisors
Georgia
$17.5M +$348K +9,000 +2%
HI
198
Hudock Inc
Pennsylvania
$17.5M +$323K +8,350 +2%
CCM
199
Coldstream Capital Management
Washington
$17.4M +$1.35M +34,820 +8%
BWA
200
BDO Wealth Advisors
Florida
$17.2M +$1.42M +36,695 +9%