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iShares Core S&P Mid-Cap ETF

751 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 330 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.07%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
330
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EK
276
Evensky & Katz
Florida
$3.99M -$2.64M -85,245 -40%
WT
277
Whittier Trust
California
$3.97M +$6.03K +195 +0.2%
SCG
278
Sonata Capital Group
Washington
$3.95M +$64.2K +2,075 +2%
BCM
279
Brookstone Capital Management
Illinois
$3.9M +$1.72M +55,660 +79%
Chevy Chase Trust
280
Chevy Chase Trust
Maryland
$3.85M +$774 +25 +0%
Manulife (Manufacturers Life Insurance)
281
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.8M +$88.3K +2,855 +2%
FFWA
282
FRG Family Wealth Advisors
Washington
$3.68M -$93.4K -3,020 -2%
SC
283
Stratford Consulting
Texas
$3.66M -$171K -5,510 -4%
CAM
284
Congress Asset Management
Massachusetts
$3.64M +$938K +30,305 +35%
FCBT
285
First Citizens Bank & Trust
North Carolina
$3.58M -$515K -16,660 -13%
PFP
286
Pinnacle Financial Partners
Tennessee
$3.57M -$73.3K -2,380 -2%
CCM
287
Canal Capital Management
Virginia
$3.55M +$95K +3,070 +3%
BCM
288
Boltwood Capital Management
California
$3.53M +$155K +5,000 +5%
SHCM
289
Stokes & Hubbell Capital Management
Louisiana
$3.51M +$61.9K +2,000 +2%
QI
290
QS Investors
New York
$3.51M +$1.25M +40,470 +56%
AIM
291
Advantage Investment Management
Iowa
$3.45M +$363K +11,725 +12%
VAM
292
Visionary Asset Management
Texas
$3.42M -$5.11M -165,190 -60%
OC
293
Oppenheimer & Co
New York
$3.4M +$697K +22,530 +26%
CFB
294
Cullen/Frost Bankers
Texas
$3.39M +$163K +5,255 +5%
MC
295
Martin & Co
Tennessee
$3.38M -$71.9K -2,325 -2%
NL
296
NWAM LLC
Washington
$3.33M +$41.8K +1,350 +1%
SSWM
297
Sheets Smith Wealth Management
North Carolina
$3.27M
PPA
298
Parametric Portfolio Associates
Washington
$3.2M +$979K +31,635 +44%
FC
299
FCA Corp
Texas
$3.18M -$30.8K -995 -1%
AWM
300
Avior Wealth Management
Nebraska
$3.18M +$139K +4,495 +5%