IJH icon

iShares Core S&P Mid-Cap ETF

942 hedge funds and large institutions have $26.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 432 increasing their positions, 309 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+9
Holders Change %
+0.96%
% of All Funds
23.52%
Holding in Top 10
189
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.07%
% of All Funds
4.72%
New
66
Increased
432
Reduced
309
Closed
45
Calls
$47.3M
Puts
$9.13M
Net Calls
+$38.2M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
376
Whitegate Investment Counselors
New Hampshire
$3.99M +$36.3K +1,015 +0.9%
CIBC World Market
377
CIBC World Market
Ontario, Canada
$3.99M +$606K +16,950 +18%
AWMG
378
Alliance Wealth Management Group
New Jersey
$3.97M +$1.91M +53,135 +93%
BPCE
379
Bank Pictet & Cie (Europe)
Germany
$3.95M -$2.15M -60,000 -35%
CCMG
380
Clark Capital Management Group
Pennsylvania
$3.93M +$73.5K +2,055 +2%
BAS
381
Brown Advisory Securities
Maryland
$3.93M +$159K +4,435 +4%
WHG
382
Westwood Holdings Group
Texas
$3.92M +$3.82M +106,860 +3,943%
FC
383
FCA Corp
Texas
$3.9M +$43.1K +1,205 +1%
CCM
384
Canal Capital Management
Virginia
$3.89M +$130K +3,630 +3%
WS
385
Wela Strategies
Georgia
$3.89M -$2.04M -57,050 -34%
CFB
386
Cullen/Frost Bankers
Texas
$3.89M -$2.33K -65 -0.1%
BCM
387
Boltwood Capital Management
California
$3.86M -$17.9K -500 -0.5%
AWM
388
AE Wealth Management
Kansas
$3.83M +$1.73M +48,370 +82%
LPT
389
Legacy Private Trust
Wisconsin
$3.82M -$65.3K -1,825 -2%
BCSB
390
Bristol County Savings Bank
Massachusetts
$3.81M +$3.81M +106,525 New
SSWM
391
Sheets Smith Wealth Management
North Carolina
$3.79M +$8.05K +225 +0.2%
GRP
392
Global Retirement Partners
California
$3.79M +$503K +14,055 +15%
SAS
393
Stelac Advisory Services
New York
$3.66M +$126K +3,525 +4%
FC
394
Ferris Capital
Massachusetts
$3.56M
TFCP
395
Twin Focus Capital Partners
Massachusetts
$3.52M +$6.8K +190 +0.2%
BWM
396
BerganKDV Wealth Management
Minnesota
$3.47M +$3.22M +90,015 +1,277%
RW
397
Rand Wealth
Maryland
$3.46M +$20.9K +585 +0.6%
TCM
398
Telos Capital Management
California
$3.43M +$174K +4,875 +5%
RWA
399
River Wealth Advisors
Pennsylvania
$3.43M -$287K -8,025 -8%
PP
400
Palladium Partners
Virginia
$3.37M -$18.8K -525 -0.6%