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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 %
CB
401
Commerce Bank
Missouri
$4.16M -$102K -2,675 -2%
WIC
402
Whitegate Investment Counselors
New Hampshire
$4.15M -$82.9K -2,185 -2%
WS
403
Wela Strategies
Georgia
$4.14M +$18K +475 +0.4%
SC
404
Stratford Consulting
Texas
$4.13M -$214K -5,625 -5%
FC
405
FCA Corp
Texas
$4.12M -$10.8K -285 -0.3%
BCM
406
Boltwood Capital Management
California
$4.09M
Natixis Advisors
407
Natixis Advisors
Massachusetts
$4.09M -$1.16M -30,620 -22%
SSWM
408
Sheets Smith Wealth Management
North Carolina
$4.07M +$43.3K +1,140 +1%
CCMG
409
Clark Capital Management Group
Pennsylvania
$4.01M -$165K -4,345 -4%
JIP
410
Jaffetilchin Investment Partners
Florida
$4M -$2.2M -58,015 -36%
LPT
411
Legacy Private Trust
Wisconsin
$3.93M -$126K -3,320 -3%
TCM
412
Telos Capital Management
California
$3.85M +$207K +5,460 +6%
MWM
413
Mascoma Wealth Management
New Hampshire
$3.83M -$1.39M -36,305 -27%
RW
414
Rand Wealth
Maryland
$3.81M +$136K +3,595 +4%
FTC
415
Farmers Trust Company
Ohio
$3.77M +$3.77M +99,380 New
PW
416
Price Wealth
Texas
$3.74M +$3.74M +98,645 New
GI
417
Glovista Investments
New Jersey
$3.74M +$3.74M +98,475 New
PP
418
Palladium Partners
Virginia
$3.73M +$152K +4,005 +4%
Cetera Investment Advisers
419
Cetera Investment Advisers
Illinois
$3.73M +$363K +9,555 +11%
WF
420
WealthTrust Fairport
Ohio
$3.69M +$1.09M +28,830 +42%
NEGWA
421
New England Guild Wealth Advisors
Connecticut
$3.66M +$3.66M +96,535 New
FTS
422
Fifth Third Securities
Ohio
$3.63M -$886K -23,340 -20%
TFCP
423
Twin Focus Capital Partners
Massachusetts
$3.62M -$108K -2,835 -3%
RWA
424
River Wealth Advisors
Pennsylvania
$3.61M -$27.3K -720 -0.8%
PAG
425
Pinnacle Advisory Group
Maryland
$3.59M +$397K +10,465 +12%