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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 %
CTA
201
Chesley Taft & Associates
Illinois
$17.1M +$8.7K +225 +0.1%
CS
202
Comerica Securities
Michigan
$17.1M -$77.7K -2,010 -0.5%
G
203
GenTrust
Florida
$17.1M +$549K +14,215 +3%
SPIA
204
Steward Partners Investment Advisory
New York
$16.9M +$1.86M +48,240 +12%
DADC
205
D.A. Davidson & Co
Montana
$16.7M +$1.78M +46,120 +12%
HFA
206
High Falls Advisors
New York
$16.6M +$165K +4,270 +1%
TC
207
Trilogy Capital
California
$16.5M -$1.07M -28,060 -6%
FNBOH
208
First National Bank of Hutchinson
Kansas
$16.4M +$150K +3,870 +0.9%
LSERS
209
Louisiana State Employees Retirement System
Louisiana
$16.1M +$3.57M +92,500 +28%
IA
210
IFP Advisors
Florida
$16M +$16M +417,660 New
TCM
211
Traynor Capital Management
Pennsylvania
$15.9M -$333K -8,615 -2%
TA
212
Tiedemann Advisors
New York
$15.7M +$132K +3,425 +0.9%
JWA
213
JFS Wealth Advisors
Pennsylvania
$15.6M -$823K -21,305 -5%
VC
214
Vestor Capital
Illinois
$15.6M +$1.64M +42,320 +12%
PAM
215
Peninsula Asset Management
Florida
$15.6M -$94.7K -2,450 -0.6%
ACM
216
Armbruster Capital Management
New York
$15.2M +$69.8K +1,805 +0.5%
RWP
217
RWA Wealth Partners
Massachusetts
$15.2M -$671K -17,360 -4%
MIAN
218
Mariner Independent Advisor Network
Kansas
$15.2M +$667K +17,525 +5%
FC
219
Fulcrum Capital
Washington
$15.1M +$83.1K +2,150 +0.6%
RWM
220
Ritholtz Wealth Management
New York
$15.1M +$14.7M +380,935 +3,645%
FCBT
221
First Citizens Bank & Trust
North Carolina
$14.9M -$47.6M -1,231,040 -76%
ATC
222
Argent Trust Co
Tennessee
$14.7M -$717K -18,555 -5%
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.7M +$275K +7,115 +2%
MSL
224
Mackay Shields LLC
New York
$14.6M +$14.6M +378,350 New
FWIA
225
Fort Washington Investment Advisors
Ohio
$14.6M -$1.68M -43,465 -10%