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iShares Core S&P Mid-Cap ETF

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
351
Ancora Advisors
Ohio
$5.84M +$428K +12,890 +8%
RJT
352
Raymond James Trust
Florida
$5.81M -$7.47K -225 -0.1%
QCG
353
Quadrant Capital Group
Ohio
$5.75M -$2.72M -82,110 -32%
NFG
354
Next Financial Group
Texas
$5.7M +$5.43M +163,435 +2,003%
KWMG
355
King Wealth Management Group
Florida
$5.68M +$985K +29,660 +21%
SIAM
356
Sterling Investment Advisors (Missouri)
Missouri
$5.66M +$171K +5,145 +3%
CI
357
Cambiar Investors
Colorado
$5.6M +$5.43M +163,440 +3,208%
TCM
358
Towercrest Capital Management
Pennsylvania
$5.59M +$322K +9,685 +6%
FMBTD
359
First Midwest Bank Trust Division
Illinois
$5.57M +$282K +8,480 +5%
SIC
360
Shoker Investment Counsel
Ohio
$5.56M -$203K -6,105 -4%
MPW
361
MA Private Wealth
California
$5.56M +$5.56M +167,285 New
TVAMP
362
Tennessee Valley Asset Management Partners
Tennessee
$5.56M +$5.56M +167,275 New
RSVP
363
Ramsay Stattman Vela & Price
Colorado
$5.52M -$139K -4,175 -2%
AA
364
Advisory Alpha
Michigan
$5.52M +$5.44M +145,985 +7,245%
BPA
365
Beacon Pointe Advisors
California
$5.52M +$5.52M +166,050 New
FFWA
366
FRG Family Wealth Advisors
Washington
$5.51M +$93.8K +2,825 +2%
AIM
367
Advantage Investment Management
Iowa
$5.48M -$261K -7,845 -5%
TAM
368
Tyers Asset Management
Texas
$5.45M
PWW
369
Pettyjohn Wood & White
Virginia
$5.38M +$84.7K +2,550 +2%
AI
370
Accredited Investors
Minnesota
$5.37M +$4.41M +132,765 +462%
UWPG
371
Ullmann Wealth Partners Group
Florida
$5.3M +$489K +14,730 +10%
SIA
372
Starfire Investment Advisers
Michigan
$5.27M -$3.13M -94,370 -37%
VFP
373
Verus Financial Partners
Virginia
$5.25M
BAMG
374
Brand Asset Management Group
Missouri
$5.24M -$272K -8,190 -5%
WP
375
WealthPLAN Partners
Nebraska
$5.18M -$112K -2,920 -2%