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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 %
CA
201
Clearstead Advisors
Ohio
$20.9M +$1.12M +27,115 +6%
T
202
TrueFG
Texas
$20.7M +$20.7M +503,150 New
CA
203
Calton & Associates
Florida
$20.2M -$119K -2,900 -0.6%
DADC
204
D.A. Davidson & Co
Montana
$20.2M +$2.37M +57,695 +13%
HI
205
Human Investing
Oregon
$19.9M +$977K +23,745 +5%
BHWM
206
Bar Harbor Wealth Management
New Hampshire
$19.9M -$530K -12,885 -3%
TRCT
207
Tower Research Capital (TRC)
New York
$19.8M +$19.8M +480,585 New
SPIA
208
Steward Partners Investment Advisory
New York
$19.1M +$1.12M +27,190 +6%
SPP
209
Single Point Partners
Massachusetts
$19M +$19M +461,495 New
CTA
210
Chesley Taft & Associates
Illinois
$18.9M +$599K +14,540 +3%
HI
211
Hudock Inc
Pennsylvania
$18.7M +$101K +2,450 +0.5%
NEPPG
212
New England Professional Planning Group
Rhode Island
$18.7M +$18.7M +453,785 New
G
213
GenTrust
Florida
$18.6M +$454K +11,040 +3%
HFA
214
High Falls Advisors
New York
$18.4M +$641K +15,575 +4%
KFS
215
Kelly Financial Services
Massachusetts
$18.1M -$4.72M -114,775 -21%
AFA
216
American Financial Advisors
Georgia
$18.1M +$678K +17,660 +4%
FNBOH
217
First National Bank of Hutchinson
Kansas
$18.1M +$570K +13,855 +3%
BWA
218
BDO Wealth Advisors
Florida
$18M -$374K -9,090 -2%
CS
219
Comerica Securities
Michigan
$17.8M -$435K -10,560 -2%
RWP
220
RWA Wealth Partners
Massachusetts
$17.7M +$1.54M +37,320 +9%
TCM
221
Traynor Capital Management
Pennsylvania
$17.4M +$536K +13,015 +3%
FC
222
Fulcrum Capital
Washington
$17.3M +$1.14M +27,770 +7%
COPPSERS
223
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.2M +$4.12M +100,115 +32%
RWM
224
Ritholtz Wealth Management
New York
$17M +$905K +21,990 +6%
EH
225
Equitable Holdings
New York
$16.9M +$16.9M +410,085 New