IJH icon

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 %
NPF
351
Norris Perne & French
Michigan
$5.6M +$216K +5,690 +4%
GIA
352
GHP Investment Advisors
Colorado
$5.56M -$223K -5,875 -4%
CF
353
Copperwynd Financial
Arizona
$5.51M +$5.51M +145,025 New
GRP
354
Global Retirement Partners
California
$5.43M +$1.41M +37,110 +35%
MWM
355
Marietta Wealth Management
Georgia
$5.4M -$21.4K -565 -0.4%
VF
356
Virtu Financial
New York
$5.39M +$4.47M +117,855 +488%
AWM
357
Avior Wealth Management
Nebraska
$5.37M +$71.4K +1,880 +1%
AA
358
Ancora Advisors
Ohio
$5.37M +$91.7K +2,415 +2%
PWW
359
Pettyjohn Wood & White
Virginia
$5.36M -$297K -7,820 -5%
CFB
360
Cullen/Frost Bankers
Texas
$5.35M +$1.23M +32,410 +30%
APSP
361
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.34M -$45.7K -1,205 -0.8%
FC
362
Ferris Capital
Massachusetts
$5.29M +$1.52M +40,000 +40%
PTC
363
Private Trust Company
Ohio
$5.26M +$416K +10,960 +9%
CSA
364
Cottage Street Advisors
Massachusetts
$5.21M -$106K -2,800 -2%
CAI
365
Capital Advisors Inc
Oklahoma
$5.2M +$137K +3,620 +3%
BA
366
Bristlecone Advisors
Washington
$5.16M -$66.8K -1,760 -1%
UWPG
367
Ullmann Wealth Partners Group
Florida
$5.13M +$4.87M +128,405 +1,929%
CG
368
Colony Group
Massachusetts
$5.11M +$103K +2,705 +2%
MCWS
369
McKinley Carter Wealth Services
West Virginia
$5.07M -$683K -17,995 -12%
CFGF
370
Compass Financial Group (Florida)
Florida
$5.05M -$2.77M -73,035 -35%
WP
371
WealthSource Partners
California
$5M +$556K +14,635 +13%
RJT
372
Raymond James Trust
Florida
$4.99M +$294K +7,755 +6%
WP
373
WealthPLAN Partners
Nebraska
$4.98M -$220K -5,785 -4%
NB
374
NBT Bank
New York
$4.95M -$9.68K -255 -0.2%
PAMU
375
Pictet Asset Management (UK)
United Kingdom
$4.91M