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iShares Core S&P Mid-Cap ETF

1,096 hedge funds and large institutions have $29.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 425 increasing their positions, 343 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+154
Holders Change %
+16.35%
% of All Funds
24.89%
Holding in Top 10
218
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+15.34%
% of All Funds
4.95%
New
204
Increased
425
Reduced
343
Closed
40
Calls
$29.7M
Puts
$18.1M
Net Calls
+$11.6M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
B
226
Bailard
California
$12.4M -$501K -13,200 -4%
AWM
227
Altium Wealth Management
New York
$12.4M +$12.4M +326,455 New
SI
228
SII Investments
Wisconsin
$12.3M -$13.4M -351,720 -52%
BWP
229
BSW Wealth Partners
Colorado
$12.2M +$141K +3,710 +1%
I
230
IberiaBank
Louisiana
$12.2M -$205K -5,385 -2%
CC
231
Courier Capital
New York
$12.1M -$248K -6,525 -2%
CI
232
Conning Inc
Connecticut
$12M +$504K +13,270 +4%
NAM
233
NTV Asset Management
West Virginia
$11.8M -$9.3K -245 -0.1%
VC
234
Vestor Capital
Illinois
$11.7M +$213K +5,600 +2%
PBO
235
Peoples Bank (Ohio)
Ohio
$11.7M -$903K -23,795 -7%
FIM
236
Foresters Investment Management
New York
$11.6M -$3.44M -90,750 -23%
RMDI
237
R.M. Davis Inc
Maine
$11.6M +$325K +8,565 +3%
IWC
238
Integrated Wealth Concepts
Massachusetts
$11.5M +$11.5M +296,640 New
PWS
239
Paragon Wealth Strategies
Florida
$11.2M -$241K -6,345 -2%
WT
240
Whittier Trust
California
$11.2M +$2.02M +53,315 +22%
RRC
241
Relaxing Retirement Coach
Massachusetts
$11.2M +$11.2M +294,400 New
CA
242
Cambridge Advisors
Nebraska
$11.1M -$4.74K -125 -0%
ACP
243
Arcus Capital Partners
Georgia
$11M -$769K -20,265 -7%
CASB
244
Cape Ann Savings Bank
Massachusetts
$11M +$11M +289,230 New
MA
245
MUFG Americas
New York
$10.9M -$307K -8,095 -3%
FPGK
246
Financial Partners Group (Kansas)
Kansas
$10.8M +$10.8M +285,620 New
BFM
247
Boston Financial Management
Massachusetts
$10.8M -$199K -5,240 -2%
AAS
248
Annex Advisory Services
Wisconsin
$10.8M -$478K -12,600 -4%
SB
249
Simmons Bank
Arkansas
$10.7M -$1.17M -30,945 -10%
PA
250
Parallel Advisors
California
$10.7M -$13.1K -345 -0.1%