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iShares Core S&P Mid-Cap ETF

1,096 hedge funds and large institutions have $29.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 425 increasing their positions, 343 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+154
Holders Change %
+16.35%
% of All Funds
24.89%
Holding in Top 10
218
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+15.34%
% of All Funds
4.95%
New
204
Increased
425
Reduced
343
Closed
40
Calls
$29.7M
Puts
$18.1M
Net Calls
+$11.6M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
VOYA Investment Management
501
VOYA Investment Management
Georgia
$2.35M -$181K -4,760 -7%
SNT
502
Security National Trust
West Virginia
$2.35M -$72.3K -1,905 -3%
AIA
503
Arcadia Investment Advisors
Idaho
$2.35M +$2.35M +61,810 New
RWM
504
RKL Wealth Management
Pennsylvania
$2.34M +$2.34M +61,595 New
BFM
505
Broadview Financial Management
Wisconsin
$2.34M +$2.34M +61,565 New
Invesco
506
Invesco
Georgia
$2.32M +$63.4K +1,670 +3%
CPSAC
507
Chas P. Smith & Associates (CPS)
Florida
$2.32M +$191K +5,025 +9%
BIM
508
Bridgecreek Investment Management
Oklahoma
$2.3M -$110K -2,910 -5%
ACM
509
Aviance Capital Management
Florida
$2.3M -$462K -12,175 -17%
AC
510
Alley Company
Illinois
$2.29M -$137K -3,605 -6%
PFM
511
Parsec Financial Management
North Carolina
$2.28M +$190K +4,995 +9%
MWP
512
Moller Wealth Partners
$2.24M
CBT
513
Central Bank & Trust
Kentucky
$2.24M -$33.2K -875 -1%
HT
514
Hefren-Tillotson
Pennsylvania
$2.23M +$1.33K +35 +0.1%
OWD
515
Osborn Williams & Donohoe
Ohio
$2.2M
UBG
516
United Bank (Georgia)
Georgia
$2.18M +$57.9K +1,525 +3%
WA
517
WealthTrust-Arizona
Arizona
$2.17M -$123K -3,230 -5%
SFA
518
Sequoia Financial Advisors
Ohio
$2.16M +$25.8K +680 +1%
CCM
519
Condor Capital Management
New Jersey
$2.15M -$64.1K -1,690 -3%
EA
520
Edge Advisors
Georgia
$2.14M +$157K +4,150 +8%
BG
521
Bahl & Gaynor
Ohio
$2.14M -$25.8K -680 -1%
AWA
522
Arete Wealth Advisors
Illinois
$2.14M -$22.8K -600 -1%
FMBTD
523
First Midwest Bank Trust Division
Illinois
$2.13M -$2.73M -71,830 -56%
CRC
524
Curi RMB Capital
Illinois
$2.13M +$1.41M +37,055 +196%
LFA
525
Legacy Financial Advisors
Kentucky
$2.11M +$2.11M +55,635 New