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iShares Core S&P Mid-Cap ETF

917 hedge funds and large institutions have $25.4B invested in iShares Core S&P Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 454 increasing their positions, 266 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+49
Holders Change %
+5.65%
% of All Funds
22.86%
Holding in Top 10
196
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.73%
% of All Funds
4.89%
New
87
Increased
454
Reduced
266
Closed
29
Calls
$27.9M
Puts
$13.9M
Net Calls
+$14M
Net Calls Change
-$3.72M
Name Holding Trade Value Shares
Change
Shares
Change %
RBCM
251
Raub Brock Capital Management
California
$7.63M -$103K -3,000 -1%
PMG
252
ProVise Management Group
Florida
$7.6M -$179K -5,215 -2%
BPC
253
Banque Pictet & Cie
Switzerland
$7.56M
WT
254
Whittier Trust
California
$7.56M +$1.98M +57,930 +36%
PJSIMP
255
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.54M +$410K +11,970 +6%
NCM
256
Neumann Capital Management
California
$7.54M -$274K -8,000 -4%
LPL Financial
257
LPL Financial
California
$7.45M +$676K +19,825 +10%
JIC
258
Johnson Investment Counsel
Ohio
$7.44M +$109K +3,185 +1%
Citadel Advisors
259
Citadel Advisors
Florida
$7.44M +$2.17M +63,460 +41%
TWM
260
Torch Wealth Management
Ohio
$7.34M -$62.5K -1,825 -0.8%
SHCM
261
Stokes & Hubbell Capital Management
Louisiana
$7.17M +$3.02M +88,070 +73%
DADC
262
D.A. Davidson & Co
Montana
$7.12M -$3.13M -91,295 -31%
WPA
263
West Paces Advisors
Georgia
$7.12M +$6.94M +202,695 +3,917%
MCTIC
264
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$7.08M -$6.87M
AIA
265
Allegis Investment Advisors
Idaho
$7.07M +$6.32M +184,505 +841%
FCM
266
Flinton Capital Management
Pennsylvania
$7.01M +$259K +7,560 +4%
CFGF
267
Compass Financial Group (Florida)
Florida
$6.95M +$105K +3,070 +2%
CAI
268
Capital Advisors Inc
Oklahoma
$6.91M +$2.47M +72,100 +56%
CW
269
Cobiz Wealth
Colorado
$6.86M +$327K +9,550 +5%
Brown Advisory
270
Brown Advisory
Maryland
$6.76M +$358K +10,460 +6%
WI
271
WrapManager Inc
California
$6.74M -$80.1K -2,340 -1%
PPA
272
Parametric Portfolio Associates
Washington
$6.59M +$897K +26,205 +16%
LC
273
Lubar & Co
Wisconsin
$6.58M +$6.58M +192,000 New
Schroder Investment Management Group
274
Schroder Investment Management Group
United Kingdom
$6.53M +$427K +12,475 +7%
VIM
275
VCU Investment Management
Virginia
$6.42M