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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 %
W
176
Wealthquest
Ohio
$25.1M +$282K +6,840 +1%
WTC
177
WhitTier Trust Company
Nevada
$24.9M +$3.05M +74,105 +14%
VCM
178
Vision Capital Management
Oregon
$24.3M +$2.64M +64,235 +12%
PA
179
Planning Alternatives
Michigan
$24.1M +$1.22M +29,580 +5%
WAS
180
Wealth Advisory Solutions
Indiana
$24M +$24M +581,890 New
RhumbLine Advisers
181
RhumbLine Advisers
Massachusetts
$23.5M +$12.1M +294,015 +107%
WIP
182
Wellesley Investment Partners
Massachusetts
$23.3M -$429K -10,430 -2%
MA
183
MCF Advisors
Kentucky
$23.1M -$1.04M -25,340 -4%
IWC
184
Integrated Wealth Concepts
Massachusetts
$22.9M +$9.85M +239,285 +75%
RMDI
185
R.M. Davis Inc
Maine
$22.9M +$1.2M +29,055 +6%
LSERS
186
Louisiana State Employees Retirement System
Louisiana
$22.8M +$5.62M +136,500 +33%
FNT
187
First National Trust
Pennsylvania
$22.8M -$276K -6,710 -1%
QI
188
QS Investors
New York
$22.7M +$1.09M +26,430 +5%
PAS
189
Park Avenue Securities
New York
$22.7M +$500K +12,145 +2%
GBT
190
Grove Bank & Trust
Florida
$22.2M +$860K +20,890 +4%
GLA
191
Good Life Advisors
Pennsylvania
$22.1M +$86.9K +2,110 +0.4%
SIA
192
Soltis Investment Advisors
Utah
$21.7M +$21.7M +526,715 New
MSA
193
Mason Street Advisors
Wisconsin
$21.6M -$19.7M -478,250 -48%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$21.5M +$393K +9,540 +2%
SWMG
195
Strategic Wealth Management Group
Maryland
$21.4M +$250K +6,070 +1%
GFS
196
GYL Financial Synergies
Connecticut
$21.3M +$1.04M +25,180 +5%
SFS
197
Summit Financial Strategies
Ohio
$21M -$216K -5,255 -1%
RIS
198
Retirement Income Solutions
Michigan
$20.9M +$7.91M +192,260 +61%
IOOF
199
Independent Order of Foresters
Ontario, Canada
$20.9M
Macquarie Group
200
Macquarie Group
Australia
$20.9M +$20.9M +507,500 New