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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 %
BAC
376
Boys Arnold & Co
North Carolina
$4.9M +$338K +8,900 +7%
SWM
377
SigFig Wealth Management
California
$4.9M +$4.23M +111,570 +637%
CC
378
Cadinha & Co
Hawaii
$4.81M +$156K +4,110 +3%
CFA
379
Carroll Financial Associates
North Carolina
$4.81M +$104K +2,740 +2%
CFA
380
Cahill Financial Advisors
Minnesota
$4.78M +$108K +2,850 +2%
LC
381
Lubar & Co
Wisconsin
$4.76M -$2.52M -66,500 -35%
CFC
382
Coyle Financial Counsel
Illinois
$4.75M +$4.75M +125,035 New
State of Tennessee, Department of Treasury
383
State of Tennessee, Department of Treasury
Tennessee
$4.75M -$56M -1,475,000 -92%
SCG
384
Sonata Capital Group
Washington
$4.66M +$12.5K +330 +0.3%
RCM
385
Riverhead Capital Management
Delaware
$4.64M -$253K -6,675 -5%
CIBC World Market
386
CIBC World Market
Ontario, Canada
$4.58M +$351K +9,260 +8%
JA
387
JVL Associates
Michigan
$4.56M +$4.56M +120,010 New
PP
388
PDS Planning
Ohio
$4.54M +$4.54M +119,640 New
ONB
389
Old National Bancorp
Indiana
$4.54M -$117K -3,085 -3%
WHG
390
Westwood Holdings Group
Texas
$4.51M +$351K +9,245 +8%
KWMG
391
King Wealth Management Group
Florida
$4.51M +$159K +4,195 +4%
FWM
392
Frontier Wealth Management
Missouri
$4.45M -$613K -16,145 -12%
Chevy Chase Trust
393
Chevy Chase Trust
Maryland
$4.44M -$14.2K -375 -0.3%
BAS
394
Brown Advisory Securities
Maryland
$4.41M +$244K +6,425 +6%
NEPWA
395
New England Private Wealth Advisors
Massachusetts
$4.4M +$11.4K +300 +0.3%
LFG
396
LifePlan Financial Group
Ohio
$4.39M
SHIM
397
Stone House Investment Management
Pennsylvania
$4.32M -$35.3K -930 -0.8%
GC
398
Garde Capital
Washington
$4.3M -$2.28K -60 -0.1%
CCM
399
Canal Capital Management
Virginia
$4.25M +$119K +3,145 +3%
GHCM
400
Glen Harbor Capital Management
California
$4.21M -$213K -5,600 -5%