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iShares Core S&P Mid-Cap ETF

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
376
Frontier Wealth Management
Missouri
$5.36M +$11.5K +285 +0.2%
FWCM
377
Ferguson Wellman Capital Management
Oregon
$5.36M -$19.1K -475 -0.4%
RCM
378
Riverhead Capital Management
Delaware
$5.31M +$226K +5,625 +4%
WHG
379
Westwood Holdings Group
Texas
$5.29M +$169K +4,205 +3%
CFGF
380
Compass Financial Group (Florida)
Florida
$5.25M -$63.8K -1,585 -1%
VFP
381
Verus Financial Partners
Virginia
$5.25M +$149K +3,700 +3%
APSP
382
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.22M +$10.5K +275 +0.2%
PW
383
Price Wealth
Texas
$5.21M +$213K +5,300 +4%
CFB
384
Cullen/Frost Bankers
Texas
$5.21M -$15.7K -390 -0.3%
PAMU
385
Pictet Asset Management (UK)
United Kingdom
$5.2M
BAS
386
Brown Advisory Securities
Maryland
$5.18M +$121K +3,005 +2%
BCA
387
Berman Capital Advisors
Georgia
$5.17M -$3.27M -81,335 -39%
NL
388
NWAM LLC
Washington
$5.17M +$278K +6,900 +6%
CFA
389
Carroll Financial Associates
North Carolina
$5.14M +$125K +3,095 +2%
CFA
390
Cahill Financial Advisors
Minnesota
$5.11M +$403 +10 +0%
PAG
391
Pinnacle Advisory Group
Maryland
$5.1M +$481K +11,945 +10%
CFC
392
Coyle Financial Counsel
Illinois
$5.1M -$178K -4,425 -3%
NPF
393
Norris Perne & French
Michigan
$5.09M +$69.6K +1,730 +1%
Cetera Investment Advisers
394
Cetera Investment Advisers
Illinois
$5.08M +$365K +9,100 +8%
ERSOT
395
Employees Retirement System of Texas
Texas
$5.03M -$11.7M -290,000 -70%
AF
396
Ally Financial
Michigan
$5.03M +$5.03M +125,000 New
William Blair & Company
397
William Blair & Company
Illinois
$5.03M +$666K +16,540 +15%
WP
398
WealthPLAN Partners
Nebraska
$4.99M +$162K +4,485 +3%
SFP
399
Shepherd Financial Partners
Massachusetts
$4.95M -$780 -20 -0%
FDCDDQ
400
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.91M +$329K +8,180 +7%