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iShares Core S&P Mid-Cap ETF

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
251
Ritholtz Wealth Management
New York
$10.6M +$1.04M +27,795 +11%
SFG
252
StrategIQ Financial Group
Indiana
$10.4M +$570K +15,190 +6%
AAS
253
Annex Advisory Services
Wisconsin
$10.4M -$313K -8,340 -3%
PFA
254
Pinnacle Family Advisors
Missouri
$10.3M +$6.91M +184,275 +203%
SHCM
255
Stokes & Hubbell Capital Management
Louisiana
$10.3M +$1.08M +28,725 +12%
LNC
256
Lincoln National Corp
Pennsylvania
$10.2M -$7.6M -202,490 -43%
ACP
257
Arcus Capital Partners
Georgia
$10.2M -$754K -20,100 -7%
QI
258
QS Investors
New York
$10.1M +$1.16M +30,875 +13%
PFP
259
Pinnacle Financial Partners
Tennessee
$9.9M +$1.27M +33,750 +15%
LA
260
Lynch & Associates
Indiana
$9.84M +$486K +12,945 +5%
IF
261
Ironwood Financial
Arizona
$9.84M +$424K +11,290 +5%
WCM
262
Windsor Capital Management
Arizona
$9.7M -$380K -10,125 -4%
HFS
263
HL Financial Services
Kentucky
$9.64M +$9.64M +257,045 New
RIS
264
Retirement Income Solutions
Michigan
$9.63M +$765K +20,405 +9%
NEPPG
265
New England Professional Planning Group
Rhode Island
$9.51M +$462K +12,360 +5%
CWM
266
Cahaba Wealth Management
Georgia
$9.43M +$1.48M +40,395 +19%
AMG
267
Asset Management Group
Connecticut
$9.41M +$99K +2,640 +1%
HSA
268
HBK Sorce Advisory
Pennsylvania
$9.4M +$1.65M +44,070 +21%
RIG
269
Roosevelt Investment Group
New York
$9.3M +$7.64M +203,735 +462%
FAIM
270
Financial Advocates Investment Management
Washington
$9.26M +$664K +17,690 +8%
CNC
271
Citizens & Northern Corp
Pennsylvania
$9.22M -$214K -5,715 -2%
IWA
272
Independence Wealth Advisors
Virginia
$9.17M -$234K -6,245 -2%
LNB
273
Ledyard National Bank
$9.14M -$187K -4,990 -2%
PJSIMP
274
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.13M +$115K +3,060 +1%
CWM
275
Cornerstone Wealth Management
Missouri
$9.13M +$2.77M +75,730 +44%