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iShares Core S&P Mid-Cap ETF

934 hedge funds and large institutions have $25.9B invested in iShares Core S&P Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 446 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $5.66M

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

58% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 282

2% more funds holding

Funds holding: 918934 (+16)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$435M)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

6.6% less ownership

Funds ownership: 326.44%319.84% (-6.6%)

Holders
934
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.29%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.81%
New
63
Increased
446
Reduced
282
Closed
37
Calls
$26.7M
Puts
$5.66M
Net Calls
+$21.1M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
26
State Farm Mutual Automobile Insurance
Illinois
$179M +$177M +5,140,430 New
SIM
27
Scottrade Investment Management
Missouri
$153M +$29.2M +845,405 +24%
MRC
28
Millburn Ridgefield Corp
New York
$149M +$72.7M +2,105,815 +97%
CCA
29
Catalyst Capital Advisors
New York
$149M +$83.2M +2,409,370 +129%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$141M +$17.2M +499,415 +14%
SIM
31
Sentry Investment Management
Wisconsin
$135M +$2.85M +82,605 +2%
V
32
Veritable
Delaware
$128M +$852K +24,690 +0.7%
TF
33
TIAA FSB
Florida
$127M +$126M +3,655,795 New
TD Asset Management
34
TD Asset Management
Ontario, Canada
$119M -$25M -724,585 -18%
MIH
35
Madison Investment Holdings
Wisconsin
$116M -$15.1M -438,160 -12%
UB
36
UMB Bank
Missouri
$109M +$1.16M +33,610 +1%
State Street
37
State Street
Massachusetts
$104M +$100M +2,896,715 +3,235%
HNB
38
Huntington National Bank
Ohio
$101M -$399K -11,550 Closed
HTC
39
Haverford Trust Company
Pennsylvania
$88.8M +$1.77M +51,175 +2%
AIM
40
Acropolis Investment Management
Missouri
$87.3M +$1.15M +33,255 +1%
LWMT
41
Legacy Wealth Management (Tennessee)
Tennessee
$84.5M +$1.07M +31,140 +1%
Comerica Bank
42
Comerica Bank
Texas
$83.3M -$983K -28,475 -1%
BF
43
BOK Financial
Oklahoma
$82.2M +$2.44M +70,685 +3%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$80.2M +$17.2M +498,885 +28%
FMI
45
Factory Mutual Insurance
Massachusetts
$78.3M
LW
46
Linscomb Wealth
Texas
$78.2M -$1M -29,015 -1%
Stifel Financial
47
Stifel Financial
Missouri
$73.2M +$1.1M +31,945 +2%
UCFA
48
United Capital Financial Advisors
Texas
$72M +$2.65M +76,895 +4%
M&T Bank
49
M&T Bank
New York
$72M -$5.22M -151,300 -7%
MML Investors Services
50
MML Investors Services
Massachusetts
$66.2M +$65.7M +1,903,220 New