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iShares Core S&P Mid-Cap ETF

708 hedge funds and large institutions have $17.7B invested in iShares Core S&P Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 276 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $4.86M

15% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 53

5% more funds holding in top 10

Funds holding in top 10: 132139 (+7)

4% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 266

0% more funds holding

Funds holding: 707708 (+1)

2% less capital invested

Capital invested by funds: $18.1B → $17.7B (-$385M)

8.04% less ownership

Funds ownership: 342.58%334.54% (-8%)

Holders
708
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.87%
Holding in Top 10
139
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.3%
% of All Funds
3.7%
New
61
Increased
276
Reduced
266
Closed
53
Calls
$15.5M
Puts
$4.86M
Net Calls
+$10.6M
Net Calls Change
+$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
451
Fort Washington Investment Advisors
Ohio
$711K +$659K +24,655 New
CL
452
CIM LLC
New York
$700K
ABC
453
Associated Banc-Corp
Wisconsin
$696K -$6.95K -260 -1%
SCA
454
Salient Capital Advisors
Texas
$688K -$4.01K -150 -0.6%
Cetera Investment Advisers
455
Cetera Investment Advisers
Illinois
$688K +$25.1K +940 +4%
MC
456
Middleton & Co
Massachusetts
$685K -$58.1K -2,175 -8%
GJIC
457
Gamble Jones Investment Counsel
California
$675K +$534 +20 +0.1%
MC
458
Moors & Cabot
Massachusetts
$672K +$668 +25 +0.1%
BJL
459
Brighton Jones LLC
Washington
$672K +$41.7K +1,560 +7%
OI
460
Oakbrook Investments
Illinois
$663K +$614K +23,000 New
VKH
461
Virtu KCG Holdings
New York
$656K +$86.7K +3,245 +17%
LNB
462
Ledyard National Bank
$655K +$235K +8,800 +63%
HWM
463
Heartwood Wealth Management
United Kingdom
$652K
BCM
464
BTC Capital Management
Iowa
$650K
EVM
465
Eaton Vance Management
Massachusetts
$633K +$77.6K +2,905 +15%
TNBTD
466
Trustmark National Bank Trust Department
Mississippi
$627K -$187K -7,000 -24%
BFO
467
Boston Family Office
Massachusetts
$627K
FC
468
Financial Consulate
Maryland
$618K +$24.6K +920 +4%
ANB
469
Amarillo National Bank
Texas
$612K
WCM
470
Wealthcare Capital Management
Virginia
$609K -$19.6K -735 -3%
KL
471
KWMG LLC
Kansas
$609K -$6.41K -240 -1%
RMCM
472
Reynders McVeigh Capital Management
Massachusetts
$605K -$120K -4,490 -18%
ATC
473
Argent Trust Co
Tennessee
$594K -$23.5K -880 -4%
NGA
474
Naples Global Advisors
Florida
$582K +$668 +25 +0.1%
BWAM
475
Boyd Watterson Asset Management
Ohio
$578K