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iShares Core S&P Mid-Cap ETF

1,130 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 503 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
503
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
351
Novare Capital Management
North Carolina
$6M +$23.8K +610 +0.4%
CAC
352
Certified Advisory Corp
Florida
$5.97M +$308K +7,895 +5%
UWPG
353
Ullmann Wealth Partners Group
Florida
$5.84M -$120K -3,070 -2%
AWM
354
Avior Wealth Management
Nebraska
$5.84M -$40.1K -1,030 -0.7%
RJT
355
Raymond James Trust
Florida
$5.81M -$24.3K -625 -0.4%
CF
356
Copperwynd Financial
Arizona
$5.68M -$134K -3,435 -2%
BC
357
Brinker Capital
Pennsylvania
$5.68M -$367K -9,415 -6%
MC
358
Middleton & Co
Massachusetts
$5.67M -$52.6K -1,350 -0.9%
PTC
359
Private Trust Company
Ohio
$5.58M +$308K +7,905 +6%
GIA
360
GHP Investment Advisors
Colorado
$5.56M -$32.5K -835 -0.6%
SLT
361
St Louis Trust
Missouri
$5.55M
HMC
362
Harvard Management Company
Massachusetts
$5.51M -$32.1K -825 -0.6%
CB
363
Commerce Bank
Missouri
$5.46M +$1.13M +29,075 +26%
BAC
364
Boys Arnold & Co
North Carolina
$5.4M +$208K +5,335 +4%
APSP
365
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.32M -$129K -3,305 -2%
CG
366
Colony Group
Massachusetts
$5.22M +$69.1K +1,775 +1%
CSA
367
Cottage Street Advisors
Massachusetts
$5.21M
FWCM
368
Ferguson Wellman Capital Management
Oregon
$5.2M -$325K -8,350 -6%
WP
369
WealthPLAN Partners
Nebraska
$5.2M +$96K +2,465 +2%
FWM
370
Frontier Wealth Management
Missouri
$5.18M +$195K +5,015 +4%
CFGF
371
Compass Financial Group (Florida)
Florida
$5.14M -$24.5K -630 -0.5%
CFC
372
Coyle Financial Counsel
Illinois
$5.1M +$5.1M +131,025 New
LFAS
373
Level Four Advisory Services
Texas
$5.09M +$353K +9,055 +7%
CFB
374
Cullen/Frost Bankers
Texas
$5.06M -$490K -12,580 -9%
FHA
375
Flagship Harbor Advisors
Massachusetts
$5.04M +$3.43M +88,070 +213%