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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 %
GTAM
551
Global Trust Asset Management
Florida
$1.8M +$1.8M +47,305 New
APA
552
American Portfolios Advisors
New York
$1.8M +$1.8M +47,295 New
WS
553
Wedbush Securities
California
$1.79M +$241K +6,360 +16%
SHJ
554
Sharkey, Howes & Javer
Colorado
$1.79M -$36.4K -960 -2%
HWA
555
Heritage Way Advisors
Illinois
$1.79M +$1.9K +50 +0.1%
FWM
556
Focused Wealth Management
New York
$1.78M +$114K +3,010 +7%
DE
557
Day & Ennis
Georgia
$1.76M +$65.9K +1,735 +4%
RPGK
558
Retirement Planning Group (Kansas)
Kansas
$1.76M -$117K -3,085 -6%
HS
559
Horan Securities
United States
$1.75M +$43.6K +1,110 +3%
VIM
560
Vista Investment Management
Pennsylvania
$1.73M +$1.73M +45,665 New
CC
561
Claybrook Capital
Massachusetts
$1.71M +$1.71M +45,000 New
SWM
562
Sequoia Wealth Management
Illinois
$1.71M +$1.71M +43,910 New
CT
563
Cambridge Trust
Massachusetts
$1.71M
LWAC
564
Laurel Wealth Advisors (California)
California
$1.7M +$163K +4,305 +11%
BUB
565
BBVA USA Bancshares
Texas
$1.7M -$156K -4,115 -8%
CWM
566
Capital Wealth Management
Rhode Island
$1.69M +$1.69M +44,565 New
BJL
567
Brighton Jones LLC
Washington
$1.69M +$23.3K +615 +1%
CAW
568
Cornerstone Advisors (Washington)
Washington
$1.69M
JG
569
Jefferies Group
New York
$1.68M -$2.89M -76,145 -63%
BBA
570
Braun-Bostich & Associates
Pennsylvania
$1.68M +$1.68M +44,160 New
RIG
571
Roosevelt Investment Group
New York
$1.67M +$1.35M +35,660 +424%
SEI Investments
572
SEI Investments
Pennsylvania
$1.66M +$218K +5,755 +15%
FWP
573
FAS Wealth Partners
Kansas
$1.66M +$3.8K +100 +0.2%
MCM
574
Manchester Capital Management
Vermont
$1.65M
WF
575
Welch & Forbes
Massachusetts
$1.64M -$96K -2,530 -6%