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iShares Core S&P Mid-Cap ETF

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PAMU
376
Pictet Asset Management (UK)
United Kingdom
$4.85M
NB
377
NBT Bank
New York
$4.83M -$61.1K -1,630 -1%
FWM
378
Frontier Wealth Management
Missouri
$4.8M +$398K +10,605 +9%
SHIM
379
Stone House Investment Management
Pennsylvania
$4.71M +$432K +11,525 +10%
SCG
380
Sonata Capital Group
Washington
$4.67M +$69.6K +1,855 +2%
WHG
381
Westwood Holdings Group
Texas
$4.66M +$204K +5,425 +5%
CFA
382
Cahill Financial Advisors
Minnesota
$4.65M -$76.3K -2,035 -2%
MCWS
383
McKinley Carter Wealth Services
West Virginia
$4.61M -$401K -10,675 -8%
CIBC World Market
384
CIBC World Market
Ontario, Canada
$4.61M +$77.3K +2,060 +2%
CFA
385
Carroll Financial Associates
North Carolina
$4.6M -$148K -3,955 -3%
CC
386
Cadinha & Co
Hawaii
$4.6M -$160K -4,275 -3%
RCM
387
Riverhead Capital Management
Delaware
$4.58M
PP
388
PDS Planning
Ohio
$4.56M +$73.9K +1,970 +2%
KWMG
389
King Wealth Management Group
Florida
$4.56M +$103K +2,745 +2%
LFAS
390
Level Four Advisory Services
Texas
$4.56M -$1.76M -46,815 -28%
DAS
391
Dynamic Advisor Solutions
Arizona
$4.48M +$3.79M +101,015 +549%
JA
392
JVL Associates
Michigan
$4.42M -$78.6K -2,095 -2%
BAS
393
Brown Advisory Securities
Maryland
$4.41M +$50.3K +1,340 +1%
NFG
394
Next Financial Group
Texas
$4.3M +$3.25M +86,705 +311%
Chevy Chase Trust
395
Chevy Chase Trust
Maryland
$4.23M -$153K -4,065 -3%
DSAM
396
Dock Street Asset Management
Florida
$4.23M -$4.19M -111,700 -50%
GC
397
Garde Capital
Washington
$4.22M -$27.8K -740 -0.7%
RhumbLine Advisers
398
RhumbLine Advisers
Massachusetts
$4.18M +$4.18M +111,510 New
CB
399
Commerce Bank
Missouri
$4.16M +$53.3K +1,420 +1%
GHCM
400
Glen Harbor Capital Management
California
$4.16M