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iShares Core S&P Mid-Cap ETF

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
201
Integrated Wealth Concepts
Massachusetts
$17.1M +$1.69M +45,555 +11%
RCA
202
Resonant Capital Advisors
Wisconsin
$16.9M +$1.21M +32,640 +8%
FAG
203
Financial Advisory Group
Texas
$16.8M +$2.85M +76,875 +20%
FCBT
204
First Citizens Bank & Trust
North Carolina
$16.7M -$1.06M -28,475 -6%
DIP
205
DT Investment Partners
Pennsylvania
$16.7M -$5.85M -157,895 -26%
CS
206
Comerica Securities
Michigan
$16.6M -$426K -11,495 -3%
AllianceBernstein
207
AllianceBernstein
Tennessee
$16.6M +$115K +3,105 +0.7%
CA
208
Calton & Associates
Florida
$16.5M -$1.44M -38,965 -8%
SPP
209
Single Point Partners
Massachusetts
$16.3M +$1.32M +35,670 +9%
TPWA
210
TRUE Private Wealth Advisors
Oregon
$16M +$12.8M +344,050 +388%
EH
211
Equitable Holdings
New York
$16M +$739K +19,935 +5%
BHWM
212
Bar Harbor Wealth Management
New Hampshire
$16M -$684K -18,445 -4%
SL
213
Salomon & Ludwin
Virginia
$16M +$47.3K +1,275 +0.3%
FNBOH
214
First National Bank of Hutchinson
Kansas
$15.9M +$663K +17,885 +4%
FNT
215
First National Trust
Pennsylvania
$15.4M -$418K -11,275 -3%
FWM
216
Fairhaven Wealth Management
Illinois
$15.3M +$52.3K +1,410 +0.3%
DCM
217
Dupont Capital Management
Delaware
$15.1M +$4.69M +126,620 +45%
MSA
218
Mason Street Advisors
Wisconsin
$15M -$23.6M -635,725 -61%
DW
219
Domani Wealth
Pennsylvania
$15M +$114K +3,085 +0.8%
CA
220
Cetera Advisors
Colorado
$14.9M -$2.58M -69,495 -15%
KCM
221
Kanawha Capital Management
Virginia
$14.8M +$20K +540 +0.1%
AF
222
Ally Financial
Michigan
$14.8M
Squarepoint
223
Squarepoint
New York
$14.8M +$4.28M +115,370 +41%
SIAS
224
Shine Investment Advisory Services
Colorado
$14.7M +$71.5K +1,930 +0.5%
TC
225
Trilogy Capital
California
$14M +$445K +11,995 +3%