IJH icon

iShares Core S&P Mid-Cap ETF

751 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 330 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.07%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
330
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CPSAC
426
Chas P. Smith & Associates (CPS)
Florida
$1.22M +$331K +10,705 +37%
1SB
427
1ST Source Bank
Indiana
$1.21M +$102K +3,285 +9%
WS
428
Wedbush Securities
California
$1.2M -$205K -6,625 -15%
GP
429
Girard Partners
Pennsylvania
$1.19M +$121K +3,910 +11%
ACM
430
Argentus Capital Management
Texas
$1.19M -$1.11M -35,810 -48%
DW
431
Domani Wealth
Pennsylvania
$1.18M -$199K -6,430 -14%
BCM
432
Barometer Capital Management
Ontario, Canada
$1.18M +$1.18M +38,000 New
SCM
433
Stonehearth Capital Management
Massachusetts
$1.17M -$61K -1,970 -5%
SHWM
434
Smith & Howard Wealth Management
Georgia
$1.14M
CCG
435
Cypress Capital Group
Florida
$1.13M +$21.7K +700 +2%
Thrivent Financial for Lutherans
436
Thrivent Financial for Lutherans
Minnesota
$1.13M -$256K -8,375 -18%
AAM
437
Aureus Asset Management
Massachusetts
$1.12M +$1.12M +36,235 New
EFS
438
Essex Financial Services
Connecticut
$1.12M -$3.25K -105 -0.3%
ST
439
Somerset Trust
Pennsylvania
$1.12M +$464 +15 +0%
FFSOTS
440
Fiduciary Financial Services of The Southwest
Texas
$1.11M +$30.2K +975 +3%
I
441
IberiaBank
Louisiana
$1.11M -$205K -6,615 -16%
HFS
442
HL Financial Services
Kentucky
$1.1M +$155K +5,000 +16%
Neuberger Berman Group
443
Neuberger Berman Group
New York
$1.1M +$1.1M +35,465 New
AW
444
ACG Wealth
Georgia
$1.08M +$17K +550 +2%
TI
445
Truepoint Inc
Ohio
$1.07M -$216K -6,990 -17%
QCG
446
Quadrant Capital Group
Ohio
$1.07M +$69K +2,250 +7%
WP
447
WealthPLAN Partners
Nebraska
$1.05M +$202K +6,595 +24%
WA
448
WealthTrust-Arizona
Arizona
$1.05M -$2.79K -90 -0.3%
AFWA
449
Ancora Family Wealth Advisors
Ohio
$1.02M +$102K +3,280 +11%
ACM
450
Azimuth Capital Management
Michigan
$1.02M +$1.02M +32,885 New