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iShares Core S&P Mid-Cap ETF

917 hedge funds and large institutions have $25.4B invested in iShares Core S&P Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 454 increasing their positions, 266 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+49
Holders Change %
+5.65%
% of All Funds
22.86%
Holding in Top 10
196
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.73%
% of All Funds
4.89%
New
87
Increased
454
Reduced
266
Closed
29
Calls
$27.9M
Puts
$13.9M
Net Calls
+$14M
Net Calls Change
-$3.72M
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
351
McKinley Carter Wealth Services
West Virginia
$4M +$753K +22,000 +23%
CFB
352
Cullen/Frost Bankers
Texas
$3.99M -$1.22M -35,775 -24%
CCMG
353
Clark Capital Management Group
Pennsylvania
$3.97M -$3.24M -94,675 -45%
SC
354
Stratford Consulting
Texas
$3.96M -$67K -1,955 -2%
PFP
355
Pinnacle Financial Partners
Tennessee
$3.94M -$45.4K -1,325 -1%
HPWM
356
Highland Private Wealth Management
Washington
$3.93M -$838K -24,475 -18%
NEPWA
357
New England Private Wealth Advisors
Massachusetts
$3.91M +$527K +15,500 +16%
LPT
358
Legacy Private Trust
Wisconsin
$3.87M -$28.6K -835 -0.7%
AWM
359
Avior Wealth Management
Nebraska
$3.83M +$201K +5,865 +6%
CFA
360
Carroll Financial Associates
North Carolina
$3.82M +$702K +20,500 +23%
FLPIM
361
F.L. Putnam Investment Management
Massachusetts
$3.81M +$950K +27,740 +33%
RJT
362
Raymond James Trust
Florida
$3.8M +$423K +12,345 +13%
HFS
363
HL Financial Services
Kentucky
$3.8M +$2.72M +79,325 +250%
VAM
364
Visionary Asset Management
Texas
$3.78M -$3.36M -98,130 -47%
KWMG
365
King Wealth Management Group
Florida
$3.77M +$759K +22,175 +25%
GS
366
Girard Securities
California
$3.76M -$51.5K -1,505 -1%
RIA
367
Regal Investment Advisors
Michigan
$3.76M -$50K -1,460 -1%
LNC
368
Lincoln National Corp
Pennsylvania
$3.73M +$991K +28,940 +36%
EK
369
Evensky & Katz
Florida
$3.71M -$490K -14,315 -12%
BCM
370
Boltwood Capital Management
California
$3.71M -$25.7K -750 -0.7%
CB
371
Commerce Bank
Missouri
$3.7M -$702K -20,500 -16%
WIC
372
Whitegate Investment Counselors
New Hampshire
$3.68M +$3.06M +89,370 +498%
FC
373
FCA Corp
Texas
$3.63M +$61.8K +1,805 +2%
SSWM
374
Sheets Smith Wealth Management
North Carolina
$3.62M
CCM
375
Canal Capital Management
Virginia
$3.61M -$250K -7,315 -6%