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iShares Core S&P Mid-Cap ETF

1,130 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 503 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
503
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
526
Concorde Asset Management
Michigan
$2.23M +$278K +7,135 +14%
BRWA
527
B. Riley Wealth Advisors
Florida
$2.2M +$116K +2,970 +6%
DC
528
Davenport & Co
Virginia
$2.2M +$107K +2,745 +5%
OWD
529
Osborn Williams & Donohoe
Ohio
$2.2M
RT
530
Rockland Trust
Massachusetts
$2.17M +$55.9K +1,435 +3%
AIA
531
Arcadia Investment Advisors
Idaho
$2.17M -$48.9K -1,255 -2%
PA
532
Pinnacle Associates
New York
$2.17M +$165K +4,225 +8%
FMBTD
533
First Midwest Bank Trust Division
Illinois
$2.17M +$65.8K +1,690 +3%
MOACM
534
Mutual of America Capital Management
New York
$2.14M +$136K +3,500 +7%
SCM
535
Sterling Capital Management
North Carolina
$2.12M +$13.2K +340 +0.6%
SIA
536
Starfire Investment Advisers
Michigan
$2.12M -$17.9K -460 -0.8%
APA
537
American Portfolios Advisors
New York
$2.12M +$238K +6,105 +13%
BCWM
538
Blue Chip Wealth Management
Florida
$2.1M +$89.6K +2,300 +4%
EWM
539
Evercore Wealth Management
New York
$2.09M +$219K +5,620 +12%
BCMO
540
Buckingham Capital Management (Ohio)
Ohio
$2.09M +$97.4K +2,500 +5%
WB
541
Wilks Brothers
Texas
$2.07M +$2.07M +53,250 New
EA
542
Edge Advisors
Georgia
$2.07M
LWAC
543
Laurel Wealth Advisors (California)
California
$2.06M +$150K +3,860 +8%
GW
544
GW & Wade
Massachusetts
$2.06M +$183K +4,695 +10%
STMM
545
South Texas Money Management
Texas
$2.06M +$120K +3,085 +6%
FBC
546
Fairfield, Bush & Co
Connecticut
$2.06M
FPS
547
Fieldpoint Private Securities
Connecticut
$2.06M +$990K +25,425 +93%
RIA
548
Regal Investment Advisors
Michigan
$2.05M -$3.96M -101,640 -66%
CCM
549
Condor Capital Management
New Jersey
$2.05M -$89.6K -2,300 -4%
BFG
550
Beacon Financial Group
Texas
$2.03M -$38.6K -990 -2%