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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
MIH
26
Madison Investment Holdings
Wisconsin
$107M -$19.4M -726,750 -16%
CC
27
Cedar Capital
Illinois
$99.3M +$92M +3,444,950 New
V
28
Veritable
Delaware
$98.2M +$3.09M +115,865 +4%
UB
29
UMB Bank
Missouri
$78.4M -$8.17M -305,785 -10%
AIM
30
Acropolis Investment Management
Missouri
$73.7M +$3.67M +137,350 +6%
HTC
31
Haverford Trust Company
Pennsylvania
$69.1M +$1.76M +65,760 +3%
BIM
32
BlackRock Investment Management
Delaware
$66M +$3.1M +116,150 +5%
LW
33
Linscomb Wealth
Texas
$65.5M +$535K +20,030 +0.9%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$65.2M +$35.9M +1,344,350 +38,410%
M&T Bank
35
M&T Bank
New York
$63.6M -$7.73M -289,560 -12%
BF
36
BOK Financial
Oklahoma
$62.1M -$41.3K -1,545 -0.1%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$61.1M -$310K -11,605 -0.5%
LWMT
38
Legacy Wealth Management (Tennessee)
Tennessee
$59.6M +$6.63M +248,305 +14%
TCT
39
TIAA CREF Trust
Missouri
$59.3M +$4.18M +156,470 +8%
EMA
40
Efficient Market Advisors
California
$57.1M +$10.4M +390,775 +25%
GAIA
41
Global Atlantic Investment Advisors
Indiana
$57M +$1.44M +53,965 +3%
Comerica Bank
42
Comerica Bank
Texas
$55.2M +$351K +13,125 +0.7%
AA
43
ALPS Advisors
Colorado
$55.1M -$7.47M -279,495 -13%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$54.5M +$5.82M +217,940 +13%
TT
45
Tiedemann Trust
Delaware
$53.6M +$49.7M +1,859,635 New
UCFA
46
United Capital Financial Advisors
Texas
$52.6M -$342K -12,790 -0.7%
AQR Capital Management
47
AQR Capital Management
Connecticut
$46.1M -$19.2K -720 -0%
Principal Financial Group
48
Principal Financial Group
Iowa
$45.8M +$10.8M +405,250 +34%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$44.8M +$2.97M +111,370 +8%
APCM
50
Alaska Permanent Capital Management
Alaska
$44.7M -$472K -17,675 -1%