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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 %
SIAM
326
Sterling Investment Advisors (Missouri)
Missouri
$6.49M -$237K -6,255 -4%
LFAS
327
Level Four Advisory Services
Texas
$6.39M -$712K -18,770 -10%
RSVP
328
Ramsay Stattman Vela & Price
Colorado
$6.36M -$154K -4,050 -2%
BC
329
Brinker Capital
Pennsylvania
$6.35M +$47.3K +1,245 +0.8%
RFO
330
RiverGlades Family Offices
Florida
$6.32M +$6.32M +166,485 New
KTC
331
Kistler-Tiffany Companies
Pennsylvania
$6.17M +$438K +11,535 +8%
NCM
332
Novare Capital Management
North Carolina
$6.17M -$594K -15,645 -9%
CT
333
Coastline Trust
Rhode Island
$6.15M +$5.87M +154,560 +2,040%
MC
334
Middleton & Co
Massachusetts
$6.08M -$31.7K -835 -0.5%
EDRIA
335
Edmonds Duncan Registered Investment Advisors
Kansas
$6.04M +$168K +4,415 +3%
OC
336
Oppenheimer & Co
New York
$5.96M +$61.5K +1,620 +1%
FC
337
Fulcrum Capital
Washington
$5.95M +$5.95M +156,840 New
CHA
338
Cedar Hill Associates
Illinois
$5.9M +$716K +18,855 +14%
FFWA
339
FRG Family Wealth Advisors
Washington
$5.9M +$17.1K +450 +0.3%
KCP
340
KDI Capital Partners
North Carolina
$5.79M +$1.67M +43,950 +40%
TAM
341
Tyers Asset Management
Texas
$5.78M -$292K -7,700 -5%
SCM
342
Stonehearth Capital Management
Massachusetts
$5.78M -$29.6K -780 -0.5%
CFP
343
Cornerstone Financial Partners
North Carolina
$5.76M +$447K +11,780 +8%
TCM
344
Towercrest Capital Management
Pennsylvania
$5.76M -$1.75M -46,010 -23%
MI
345
Moneywise Inc
Virginia
$5.73M -$183K -4,820 -3%
RIA
346
Regal Investment Advisors
Michigan
$5.68M +$86.2K +2,270 +2%
FPCM
347
Financial Partners Capital Management
New York
$5.65M -$18.4K -485 -0.3%
SFS
348
Sowell Financial Services
Arkansas
$5.65M -$233K -5,965 -4%
HMC
349
Harvard Management Company
Massachusetts
$5.64M -$69.6K -1,835 -1%
NL
350
NWAM LLC
Washington
$5.63M -$177K -4,655 -3%