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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$17.3M -$10.8M -374,965 -38%
T
177
TrueFG
Texas
$17.2M +$2.76M +96,070 +19%
NA
178
Nottingham Advisors
New York
$17.2M -$932K -31,860 -5%
RMDI
179
R.M. Davis Inc
Maine
$17.1M +$1.03M +35,815 +6%
CAN
180
Cetera Advisor Networks
California
$17M -$824K -28,640 -5%
LSERS
181
Louisiana State Employees Retirement System
Louisiana
$16.5M +$597K +20,750 +4%
NEPPG
182
New England Professional Planning Group
Rhode Island
$16.5M +$2.11M +66,445 +15%
AIP
183
Ameritas Investment Partners
Nebraska
$16.4M -$2.86M -99,240 -15%
HI
184
Human Investing
Oregon
$16M +$2.07M +71,955 +15%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$15.7M +$4.38M +152,085 +39%
SWMG
186
Strategic Wealth Management Group
Maryland
$15.4M +$453K +15,760 +3%
GBT
187
Grove Bank & Trust
Florida
$15.3M -$190K -6,610 -1%
RhumbLine Advisers
188
RhumbLine Advisers
Massachusetts
$15.2M -$1.18M -41,005 -7%
FNT
189
First National Trust
Pennsylvania
$15.1M -$786K -27,330 -5%
HI
190
Hudock Inc
Pennsylvania
$15.1M +$2.02M +70,175 +15%
BWA
191
BDO Wealth Advisors
Florida
$14.8M +$2.21M +76,850 +18%
RWM
192
RKL Wealth Management
Pennsylvania
$14.7M +$4.96M +172,285 +51%
SFS
193
Summit Financial Strategies
Ohio
$14.6M -$62.3K -2,165 -0.4%
Macquarie Group
194
Macquarie Group
Australia
$14.6M
IOOF
195
Independent Order of Foresters
Ontario, Canada
$14.6M
DADC
196
D.A. Davidson & Co
Montana
$14.5M +$418K +14,540 +3%
GLA
197
Good Life Advisors
Pennsylvania
$14.5M -$948K -32,980 -6%
CA
198
Calton & Associates
Florida
$14.4M +$306K +10,620 +2%
CA
199
Clearstead Advisors
Ohio
$14.1M -$504K -17,500 -3%
FTIOP
200
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.1M +$14.1M +488,695 New