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iShares Core S&P Mid-Cap ETF

934 hedge funds and large institutions have $25.9B invested in iShares Core S&P Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 446 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $5.66M

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

58% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 282

2% more funds holding

Funds holding: 918934 (+16)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$435M)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

6.6% less ownership

Funds ownership: 326.44%319.84% (-6.6%)

Holders
934
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.29%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.81%
New
63
Increased
446
Reduced
282
Closed
37
Calls
$26.7M
Puts
$5.66M
Net Calls
+$21.1M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
301
Psagot Value Holdings
Israel
$6.06M -$11.7K -340 -0.2%
SIC
302
Shoker Investment Counsel
Ohio
$6.04M +$257K +7,455 +4%
Schroder Investment Management Group
303
Schroder Investment Management Group
United Kingdom
$5.96M -$659K -19,100 -10%
DG
304
Davidson & Garrard
Virginia
$5.94M -$134K -3,870 -2%
BPCE
305
Bank Pictet & Cie (Europe)
Germany
$5.93M -$140K -4,050 -2%
SIAM
306
Sterling Investment Advisors (Missouri)
Missouri
$5.92M +$139K +4,015 +2%
RSVP
307
Ramsay Stattman Vela & Price
Colorado
$5.92M -$9.84K -285 -0.2%
SCA
308
Snowden Capital Advisors
New York
$5.83M -$228K -6,605 -4%
WS
309
Wela Strategies
Georgia
$5.76M +$385K +11,150 +7%
HFS
310
HL Financial Services
Kentucky
$5.72M +$1.84M +53,350 +48%
TAM
311
Tyers Asset Management
Texas
$5.6M
SFS
312
Sowell Financial Services
Arkansas
$5.58M +$374K +10,825 +7%
LFAS
313
Level Four Advisory Services
Texas
$5.44M -$623K -18,055 -10%
SCM
314
Stonehearth Capital Management
Massachusetts
$5.4M -$266K -7,705 -5%
GIA
315
GHP Investment Advisors
Colorado
$5.35M -$260K -7,530 -5%
HMC
316
Harvard Management Company
Massachusetts
$5.34M -$559K -16,205 -10%
CFD
317
Creative Financial Designs
Indiana
$5.33M +$2.2M +63,615 +71%
PWW
318
Pettyjohn Wood & White
Virginia
$5.33M -$310K -8,990 -6%
MI
319
Moneywise Inc
Virginia
$5.32M -$88.4K -2,560 -2%
MSAM
320
Moloney Securities Asset Management
Missouri
$5.26M +$368K +10,650 +8%
FFWA
321
FRG Family Wealth Advisors
Washington
$5.22M +$282K +8,165 +6%
NL
322
NWAM LLC
Washington
$5.15M +$1.83M +53,105 +56%
OC
323
Oppenheimer & Co
New York
$5.15M +$742K +21,490 +17%
LNC
324
Lincoln National Corp
Pennsylvania
$5.09M +$1.29M +37,380 +34%
FPCM
325
Financial Partners Capital Management
New York
$5.04M +$226K +6,555 +5%