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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 %
DC
501
Davenport & Co
Virginia
$2.8M +$526K +13,055 +23%
UF
502
Univest Financial
Pennsylvania
$2.8M +$2.8M +69,515 New
BHIA
503
Birch Hill Investment Advisors
Massachusetts
$2.8M +$172K +4,260 +7%
FTS
504
Fifth Third Securities
Ohio
$2.79M +$2.79M +69,185 New
IWMA
505
Ironwood Wealth Management (Arizona)
Arizona
$2.78M +$91K +2,260 +3%
CI
506
Cavalier Investments
Georgia
$2.77M +$2.77M +68,805 New
MOS
507
MGO One Seven
Ohio
$2.76M +$2.76M +68,460 New
CBN
508
Cadence Bank NA
Texas
$2.74M -$17.7K -440 -0.6%
EB
509
Eastern Bank
Massachusetts
$2.73M -$15.3K -380 -0.6%
FIM
510
Fernwood Investment Management
Massachusetts
$2.7M -$34.2K -850 -1%
MA
511
Mutual Advisors
Nebraska
$2.69M +$751K +18,655 +39%
UBG
512
United Bank (Georgia)
Georgia
$2.69M +$182K +4,515 +7%
CPP
513
Crow Point Partners
Massachusetts
$2.68M +$696K +17,285 +35%
BWM
514
BigSur Wealth Management
Florida
$2.67M
PFM
515
Parsec Financial Management
North Carolina
$2.66M +$11.9K +295 +0.4%
PAMG
516
Patton Albertson Miller Group
Tennessee
$2.64M -$44.8K -1,255 -2%
Cerity Partners
517
Cerity Partners
New York
$2.64M +$222K +5,505 +9%
FBA
518
Front Barnett Associates
Illinois
$2.62M +$21.9K +545 +0.8%
SGK
519
Steigerwald Gordon & Koch
Virginia
$2.61M -$102K -2,540 -4%
MAS
520
Madden Advisory Services
Florida
$2.59M
LC
521
LCNB Corp
Ohio
$2.58M +$2.58M +64,140 New
NB
522
NBT Bank
New York
$2.57M -$861K -21,395 -25%
FNBT
523
FineMark National Bank & Trust
Florida
$2.55M -$41.5K -1,030 -2%
AFG
524
Albion Financial Group
Utah
$2.52M -$7.25K -180 -0.3%
LWAC
525
Laurel Wealth Advisors (California)
California
$2.52M +$382K +9,490 +18%