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iShares Core S&P Mid-Cap ETF

917 hedge funds and large institutions have $25.4B invested in iShares Core S&P Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 454 increasing their positions, 266 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+49
Holders Change %
+5.65%
% of All Funds
22.86%
Holding in Top 10
196
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.73%
% of All Funds
4.89%
New
87
Increased
454
Reduced
266
Closed
29
Calls
$27.9M
Puts
$13.9M
Net Calls
+$14M
Net Calls Change
-$3.72M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
401
Guggenheim Capital
Illinois
$3.03M -$123K -3,605 -4%
RW
402
Rand Wealth
Maryland
$3M +$564K +16,475 +23%
WAM
403
Wealthspire Advisors (Maryland)
Maryland
$2.99M -$159K -4,630 -5%
HH
404
Hilltop Holdings
Texas
$2.97M +$22.4K +655 +0.8%
SIAP
405
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.92M -$37.4K -625 -1%
TCM
406
Telos Capital Management
California
$2.92M +$108K +3,150 +4%
CCM
407
Colorado Capital Management
Colorado
$2.91M -$31K -905 -1%
UWPG
408
Ullmann Wealth Partners Group
Florida
$2.89M +$1.86M +54,350 +181%
CAM
409
Congress Asset Management
Massachusetts
$2.86M -$1.97M -57,520 -41%
BOTW
410
Bank of the West
California
$2.86M -$219K -6,410 -7%
AIM
411
Advantage Investment Management
Iowa
$2.83M +$276K +8,045 +11%
William Blair & Company
412
William Blair & Company
Illinois
$2.83M -$73.1K -2,125 -3%
KFS
413
Kissinger Financial Services
Maryland
$2.79M -$10.8K -315 -0.4%
HT
414
Hefren-Tillotson
Pennsylvania
$2.76M -$33.6K -980 -1%
MA
415
Montag & Associates
Georgia
$2.74M
AC
416
Alley Company
Illinois
$2.73M +$87.8K +2,565 +3%
EB
417
Eastern Bank
Massachusetts
$2.69M -$362K -10,580 -12%
CCG
418
Cypress Capital Group
Florida
$2.66M +$188K +5,490 +8%
Cetera Investment Advisers
419
Cetera Investment Advisers
Illinois
$2.66M +$1.14M +33,385 +75%
PCM
420
Perritt Capital Management
Illinois
$2.65M -$26.5K -775 -1%
SPIA
421
Steward Partners Investment Advisory
New York
$2.65M +$2.65M +77,380 New
SGK
422
Steigerwald Gordon & Koch
Virginia
$2.63M -$148K -4,350 -5%
CIBC World Market
423
CIBC World Market
Ontario, Canada
$2.59M +$731K +21,350 +39%
AA
424
Ancora Advisors
Ohio
$2.59M +$1M +29,220 +63%
SFP
425
Shepherd Financial Partners
Massachusetts
$2.58M +$2.58M +76,395 New