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iShares Core S&P Mid-Cap ETF

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NGA
451
Naples Global Advisors
Florida
$3.09M +$39.4K +1,050 +1%
PCG
452
Private Capital Group
Connecticut
$3.09M +$226K +6,035 +8%
EK
453
Evensky & Katz
Florida
$3.09M -$276K -7,365 -8%
PCM
454
Perritt Capital Management
Illinois
$3.08M +$64K +1,650 +2%
WI
455
WrapManager Inc
California
$3.05M -$4.58M -122,135 -60%
MCTIC
456
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.03M -$3.42M
BOTW
457
Bank of the West
California
$3.01M -$21.2K -565 -0.7%
MA
458
Montag & Associates
Georgia
$3M -$13.1K -350 -0.4%
ST
459
Smithfield Trust
Pennsylvania
$2.97M +$295K +7,875 +11%
CCM
460
Colorado Capital Management
Colorado
$2.97M -$37.5K -1,000 -1%
WPW
461
Waldron Private Wealth
Pennsylvania
$2.96M
SFP
462
Shepherd Financial Partners
Massachusetts
$2.94M +$17.5K +465 +0.6%
CTC
463
Central Trust Company
Missouri
$2.91M -$204K -5,425 -7%
AFG
464
Albion Financial Group
Utah
$2.91M -$297K -7,925 -9%
CI
465
Cavalier Investments
Georgia
$2.86M -$566K -14,920 -17%
GC
466
Guggenheim Capital
Illinois
$2.85M
PMFA
467
Plante Moran Financial Advisors
Michigan
$2.84M +$51.8K +1,380 +2%
CGH
468
Crossmark Global Holdings
Texas
$2.83M -$63.4K -1,690 -2%
CB
469
Chemical Bank
Michigan
$2.82M +$489K +13,035 +21%
HH
470
Hilltop Holdings
Texas
$2.79M +$1.21M +32,355 +77%
SCM
471
SOL Capital Management
Maryland
$2.78M +$293K +7,800 +12%
MHS
472
M Holdings Securities
Oregon
$2.75M +$794K +21,155 +41%
BPCE
473
Bank Pictet & Cie (Europe)
Germany
$2.72M -$141K -3,750 -5%
CBT
474
Central Bank & Trust
Kentucky
$2.72M +$507K +13,520 +23%
BWM
475
BerganKDV Wealth Management
Minnesota
$2.71M +$184K +4,905 +7%