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iShares Core S&P Mid-Cap ETF

942 hedge funds and large institutions have $26.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 432 increasing their positions, 309 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+9
Holders Change %
+0.96%
% of All Funds
23.52%
Holding in Top 10
189
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.07%
% of All Funds
4.72%
New
66
Increased
432
Reduced
309
Closed
45
Calls
$47.3M
Puts
$9.13M
Net Calls
+$38.2M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
476
SVA Wealth Management
Wisconsin
$2.06M -$6.44K -180 -0.3%
AIA
477
Allegis Investment Advisors
Idaho
$2.05M -$331K -9,245 -14%
BG
478
Bahl & Gaynor
Ohio
$2.04M -$16.1K -450 -0.8%
SXL
479
Summit X LLC
Missouri
$2.04M +$649K +18,070 +47%
AWA
480
Arete Wealth Advisors
Illinois
$2.04M +$63.3K +1,770 +3%
GC
481
Gilbert & Cook
Iowa
$2.02M -$14.3K -400 -0.7%
IWMA
482
Ironwood Wealth Management (Arizona)
Arizona
$2.01M +$2.01M +56,225 New
SFA
483
Sequoia Financial Advisors
Ohio
$2.01M -$70.7K -1,975 -3%
CPSAC
484
Chas P. Smith & Associates (CPS)
Florida
$2M +$15.9K +445 +0.8%
UBG
485
United Bank (Georgia)
Georgia
$2M +$182K +5,090 +10%
PFM
486
Parsec Financial Management
North Carolina
$1.97M +$302K +8,440 +18%
BRWA
487
B. Riley Wealth Advisors
Florida
$1.96M +$335K +9,360 +21%
PAMG
488
Patton Albertson Miller Group
Tennessee
$1.94M +$63.3K +1,745 +3%
IWM
489
IHT Wealth Management
Illinois
$1.9M +$1.11M +30,750 +142%
Cerity Partners
490
Cerity Partners
New York
$1.89M +$1.89M +52,945 New
WB
491
WesBanco Bank
West Virginia
$1.88M -$60.1K -1,680 -3%
EA
492
Edge Advisors
Georgia
$1.87M +$43.8K +1,225 +2%
HH
493
HWG Holdings
Texas
$1.86M +$1.57M +43,770 +526%
BHIA
494
Birch Hill Investment Advisors
Massachusetts
$1.86M -$15.2K -425 -0.8%
DC
495
Davenport & Co
Virginia
$1.85M -$64.8K -1,810 -3%
CA
496
Cornerstone Advisory
Maryland
$1.84M +$89.5K +2,500 +5%
DSN
497
D. Scott Neal
Kentucky
$1.82M +$1.18M +33,045 +186%
EWM
498
Evercore Wealth Management
New York
$1.81M -$7.16K -200 -0.4%
CL
499
Choreo LLC
Illinois
$1.81M -$148K -4,130 -8%
Members Trust
500
Members Trust
Florida
$1.8M +$37.9K +1,060 +2%