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iShares Core S&P Mid-Cap ETF

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
276
Global Retirement Partners
California
$9.11M +$2.02M +60,695 +28%
WF
277
WealthTrust Fairport
Ohio
$9.09M +$1.73M +52,010 +23%
AAS
278
Annex Advisory Services
Wisconsin
$8.94M +$44.5K +1,340 +0.5%
JIC
279
Johnson Investment Counsel
Ohio
$8.93M +$110K +3,310 +1%
COPPSERS
280
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.77M +$8.77M +263,905 New
REFI
281
Requisite Energy Fund I
Texas
$8.75M +$8.75M +263,415 New
RCM
282
Requisite Capital Management
Texas
$8.75M +$8.75M +263,415 New
MSA
283
Marino Stram & Associates
Massachusetts
$8.7M +$233K +7,175 +3%
BCM
284
Brookstone Capital Management
Illinois
$8.51M -$8.24M -248,020 -49%
WS
285
Wela Strategies
Georgia
$8.51M +$387K +11,650 +5%
PJSIMP
286
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.51M +$128K +3,855 +2%
NFG
287
Nations Financial Group
Iowa
$8.5M +$396K +11,925 +5%
ABC
288
Associated Banc-Corp
Wisconsin
$8.5M +$2M +60,255 +31%
GW
289
GW & Wade
Massachusetts
$8.5M +$6.49M +195,485 +324%
NA
290
Neuburgh Advisers
California
$8.43M
BTNA
291
Bremer Trust National Association
Minnesota
$8.34M +$2M +60,305 +32%
MCG
292
MACRO Consulting Group
New Jersey
$8.24M +$8.24M +248,160 New
AMG
293
Asset Management Group
Connecticut
$8.21M -$55K -1,655 -0.7%
RIS
294
Retirement Income Solutions
Michigan
$8.18M -$326K -9,830 -4%
AI
295
Atria Investments
North Carolina
$8.1M -$32.2M -968,110 -80%
WCM
296
Windsor Capital Management
Arizona
$8M -$132K -3,960 -2%
RWM
297
RKL Wealth Management
Pennsylvania
$7.89M +$1.9M +57,205 +32%
LNB
298
Ledyard National Bank
$7.89M -$225K -6,770 -3%
FBB
299
Fulton Breakefield Broenniman
Maryland
$7.82M -$216K -6,495 -3%
MJRIC
300
Mogy Joel R Investment Counsel
California
$7.77M +$131K +3,950 +2%