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iShares Core S&P Mid-Cap ETF

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RSVP
326
Ramsay Stattman Vela & Price
Colorado
$6.37M +$78.4K +2,090 +1%
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$6.36M +$258K +6,870 +4%
EDRIA
328
Edmonds Duncan Registered Investment Advisors
Kansas
$6.29M +$323K +8,615 +5%
GRP
329
Global Retirement Partners
California
$6.25M +$886K +23,625 +17%
CT
330
Coastline Trust
Rhode Island
$6.22M +$133K +3,550 +2%
WF
331
WealthTrust Fairport
Ohio
$6.18M +$2.53M +67,560 +69%
FT
332
Fiduciary Trust
Massachusetts
$6.1M +$2.99M +79,775 +96%
AA
333
Ancora Advisors
Ohio
$6.02M +$720K +19,185 +14%
AIP
334
Ahrens Investment Partners
Louisiana
$6M -$537K -14,320 -8%
PWW
335
Pettyjohn Wood & White
Virginia
$5.93M +$636K +16,940 +12%
TCM
336
Towercrest Capital Management
Pennsylvania
$5.89M +$203K +5,405 +4%
FFWA
337
FRG Family Wealth Advisors
Washington
$5.83M
BC
338
Brinker Capital
Pennsylvania
$5.82M -$451K -12,035 -7%
SFS
339
Sowell Financial Services
Arkansas
$5.81M +$396K +10,560 +7%
RIA
340
Regal Investment Advisors
Michigan
$5.79M +$171K +4,560 +3%
NCM
341
Novare Capital Management
North Carolina
$5.75M -$345K -9,190 -6%
PA
342
Parallel Advisors
California
$5.75M -$4.79M -127,760 -45%
SCM
343
Stonehearth Capital Management
Massachusetts
$5.73M +$19.1K +510 +0.3%
TAM
344
Tyers Asset Management
Texas
$5.72M
Natixis Advisors
345
Natixis Advisors
Massachusetts
$5.68M +$1.64M +43,840 +41%
WP
346
WealthSource Partners
California
$5.67M +$729K +19,440 +15%
AWM
347
Avior Wealth Management
Nebraska
$5.66M +$351K +9,345 +7%
MWM
348
Marietta Wealth Management
Georgia
$5.63M +$293K +7,810 +5%
RJT
349
Raymond James Trust
Florida
$5.62M +$690K +18,405 +14%
UWPG
350
Ullmann Wealth Partners Group
Florida
$5.61M +$660K +18,005 +13%