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iShares Core S&P Mid-Cap ETF

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
476
BerganKDV Wealth Management
Minnesota
$3.3M +$70.3K +1,745 +2%
EK
477
Evensky & Katz
Florida
$3.26M -$18.3K -455 -0.6%
CBT
478
Central Bank & Trust
Kentucky
$3.25M +$525K +13,050 +19%
MA
479
Montag & Associates
Georgia
$3.22M
CFGS
480
Concourse Financial Group Securities
Alabama
$3.22M +$3.22M +79,610 New
CTC
481
Central Trust Company
Missouri
$3.15M +$68K +1,690 +2%
MGIA
482
Moneta Group Investment Advisors
Missouri
$3.14M +$226K +5,620 +8%
APA
483
American Portfolios Advisors
New York
$3.14M +$950K +23,595 +43%
MCTIC
484
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.13M -$2.97M
PCM
485
Perritt Capital Management
Illinois
$3.12M -$103K -2,555 -3%
ALIONA
486
Allianz Life Insurance of North America
Minnesota
$3.12M -$171K -4,255 -5%
ST
487
Sabal Trust
Florida
$3.12M +$221K +5,500 +8%
BFO
488
Biltmore Family Office
North Carolina
$3.04M +$309K +7,650 +11%
CPSAC
489
Chas P. Smith & Associates (CPS)
Florida
$3.04M +$293K +7,285 +11%
GP
490
Geneva Partners
Wisconsin
$3.03M +$526K +13,070 +21%
WI
491
WrapManager Inc
California
$3.03M -$165K -4,105 -5%
PMFA
492
Plante Moran Financial Advisors
Michigan
$3M -$23.5K -585 -0.8%
BPCE
493
Bank Pictet & Cie (Europe)
Germany
$2.92M
PG
494
Patten Group
Tennessee
$2.89M +$8.05K +200 +0.3%
SP
495
SWS Partners
Ohio
$2.89M +$159K +3,955 +6%
BFG
496
Beacon Financial Group
Texas
$2.88M +$782K +19,435 +37%
N
497
Natixis
France
$2.88M -$59K -1,465 -2%
Calamos Advisors
498
Calamos Advisors
Illinois
$2.88M +$52.1K +1,295 +2%
GC
499
Guggenheim Capital
Illinois
$2.86M -$98.6K -2,450 -3%
RA
500
RFG Advisory
Alabama
$2.83M +$1.2M +29,870 +74%