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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 %
FFS
601
Founders Financial Securities
Maryland
$1.44M -$13.7K -360 -0.9%
SPIA
602
Strategic Point Investment Advisors
Rhode Island
$1.43M +$387K +10,190 +37%
EVM
603
Eaton Vance Management
Massachusetts
$1.43M +$430K +11,330 +43%
FMW
604
Farr Miller & Washington
District of Columbia
$1.42M +$1.14K +30 +0.1%
SBA
605
Secrest Blakey & Associates
North Carolina
$1.42M +$1.42M +37,365 New
SHWM
606
Smith & Howard Wealth Management
Georgia
$1.4M +$7.02K +185 +0.5%
PWA
607
Peterson Wealth Advisors
Utah
$1.39M +$1.39M +36,565 New
RCA
608
Rowland Carmichael Advisors
Arizona
$1.35M -$31.5K -830 -2%
SF
609
Synovus Financial
Georgia
$1.35M
BFG
610
Beacon Financial Group
Texas
$1.35M +$1.01M +26,520 +294%
ZIC
611
ZWJ Investment Counsel
Georgia
$1.35M
AllianceBernstein
612
AllianceBernstein
Tennessee
$1.33M -$63.4K -1,670 -5%
ST
613
Somerset Trust
Pennsylvania
$1.33M -$18K -475 -1%
WCM
614
Weatherstone Capital Management
Colorado
$1.32M +$1.32M +34,820 New
RT
615
Rockland Trust
Massachusetts
$1.32M +$1.32M +34,790 New
CS
616
Credit Suisse
Switzerland
$1.32M -$9.85M -259,465 -88%
AF
617
Alerus Financial
North Dakota
$1.32M -$90.3K -2,380 -6%
IFWM
618
Institute for Wealth Management
Colorado
$1.31M +$1.31M +34,585 New
HI
619
Horizon Investments
North Carolina
$1.31M -$12.3K -360 -0.9%
TNB
620
Thomasville National Bank
Georgia
$1.3M -$356K -9,385 -21%
AIA
621
Allegis Investment Advisors
Idaho
$1.3M -$873K -22,990 -40%
BFO
622
Boston Family Office
Massachusetts
$1.3M -$341K -8,990 -21%
JAFL
623
Jay A. Fishman Ltd
Michigan
$1.3M +$1.9K +50 +0.1%
CI
624
Cigna Investments
Connecticut
$1.29M +$91K +2,400 +8%
CCA
625
Clearwater Capital Advisors
Illinois
$1.28M +$186K +4,895 +17%