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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 %
WPA
276
West Paces Advisors
Georgia
$8.63M +$95.5K +2,515 +1%
GT
277
Glenmede Trust
Pennsylvania
$8.58M +$4.17K +110 +0%
MJRIC
278
Mogy Joel R Investment Counsel
California
$8.52M +$152K +4,000 +2%
DSAM
279
Dock Street Asset Management
Florida
$8.52M -$2.31M -60,775 -21%
RBCM
280
Raub Brock Capital Management
California
$8.35M -$37K -975 -0.4%
JIC
281
Johnson Investment Counsel
Ohio
$8.33M +$114K +3,015 +1%
NA
282
NewEdge Advisors
Louisiana
$8.29M +$201K +5,175 +2%
CWM
283
Cahaba Wealth Management
Georgia
$8.24M +$786K +20,720 +11%
NCM
284
Neumann Capital Management
California
$8.22M -$70K -1,845 -0.8%
SS
285
Simplicity Solutions
Minnesota
$8.22M +$8.01M +210,910 +3,716%
MSA
286
Marino Stram & Associates
Massachusetts
$8.15M +$8.15M +214,820 New
NFG
287
Nations Financial Group
Iowa
$8.14M +$212K +5,580 +3%
TWM
288
Torch Wealth Management
Ohio
$8.12M +$10.4K +275 +0.1%
GBT
289
Grove Bank & Trust
Florida
$8.09M +$1.16M +30,485 +17%
PMG
290
ProVise Management Group
Florida
$8.09M -$39.3K -1,035 -0.5%
CGI
291
Cougar Global Investments
Ontario, Canada
$7.98M +$4.51M +118,920 +130%
BTNA
292
Bremer Trust National Association
Minnesota
$7.89M -$137K -3,610 -2%
TPWA
293
TRUE Private Wealth Advisors
Oregon
$7.84M -$1.82M -48,025 -19%
HSA
294
HBK Sorce Advisory
Pennsylvania
$7.83M +$411K +10,825 +6%
PGWM
295
Parisi Gray Wealth Management
New Jersey
$7.82M +$7.82M +204,000 New
ACM
296
AlphaStar Capital Management
North Carolina
$7.81M +$7.81M +205,650 New
Brown Advisory
297
Brown Advisory
Maryland
$7.8M +$201K +5,305 +3%
CW
298
Cobiz Wealth
Colorado
$7.79M +$188K +4,960 +2%
AIM
299
Advantage Investment Management
Iowa
$7.75M +$130K +3,435 +2%
WI
300
WrapManager Inc
California
$7.72M +$108K +2,835 +1%