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iShares Core S&P Mid-Cap ETF

934 hedge funds and large institutions have $25.9B invested in iShares Core S&P Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 446 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $5.66M

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

58% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 282

2% more funds holding

Funds holding: 918934 (+16)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$435M)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

6.6% less ownership

Funds ownership: 326.44%319.84% (-6.6%)

Holders
934
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.29%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.81%
New
63
Increased
446
Reduced
282
Closed
37
Calls
$26.7M
Puts
$5.66M
Net Calls
+$21.1M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Cambridge Advisors
Nebraska
$10.2M
CASB
227
Cape Ann Savings Bank
Massachusetts
$10.1M -$43.8K -1,270 -0.4%
DSAM
228
Dock Street Asset Management
Florida
$10.1M +$224K +6,495 +2%
Manulife (Manufacturers Life Insurance)
229
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1M +$3.61M +104,465 +57%
BFM
230
Boston Financial Management
Massachusetts
$10M +$480K +13,900 +5%
CI
231
Conning Inc
Connecticut
$10M -$1.18M -34,050 -11%
VC
232
Vestor Capital
Illinois
$9.99M +$404K +11,705 +4%
HA
233
Harfst & Associates
Wyoming
$9.89M -$817K -23,670 -8%
PA
234
Parallel Advisors
California
$9.89M -$86.1K -2,495 -0.9%
RMDI
235
R.M. Davis Inc
Maine
$9.85M +$764K +22,140 +8%
BIC
236
Bridges Investment Counsel
Nebraska
$9.77M +$1.85M +53,605 +24%
CWM
237
Calamos Wealth Management
Illinois
$9.75M +$1.45M +42,120 +18%
AAS
238
Annex Advisory Services
Wisconsin
$9.7M +$515K +14,915 +6%
CPIG
239
Chicago Partners Investment Group
Illinois
$9.32M -$5.18M -150,050 -35%
NC
240
NewSquare Capital
Pennsylvania
$9.2M +$385K +11,165 +4%
WAM
241
Watermark Asset Management
California
$8.99M -$233K -6,745 -3%
CNC
242
Citizens & Northern Corp
Pennsylvania
$8.98M +$16.9K +490 +0.2%
TPWA
243
TRUE Private Wealth Advisors
Oregon
$8.92M -$4.06M -117,470 -31%
CTA
244
Colonial Trust Advisors
South Carolina
$8.88M +$3.56M +103,135 +68%
SPIA
245
Steward Partners Investment Advisory
New York
$8.75M +$6.01M +174,195 +225%
WCM
246
Windsor Capital Management
Arizona
$8.74M +$193K +5,605 +2%
NA
247
Neuburgh Advisers
California
$8.65M
IF
248
Ironwood Financial
Arizona
$8.63M -$60.6K -1,755 -0.7%
AMG
249
Asset Management Group
Connecticut
$8.45M +$127K +3,685 +2%
PPA
250
Parametric Portfolio Associates
Washington
$8.43M +$1.73M +49,990 +26%