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iShares Core S&P Mid-Cap ETF

917 hedge funds and large institutions have $25.4B invested in iShares Core S&P Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 454 increasing their positions, 266 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+49
Holders Change %
+5.65%
% of All Funds
22.86%
Holding in Top 10
196
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.73%
% of All Funds
4.89%
New
87
Increased
454
Reduced
266
Closed
29
Calls
$27.9M
Puts
$13.9M
Net Calls
+$14M
Net Calls Change
-$3.72M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
626
Ropes Wealth Advisors
Massachusetts
$694K
RMCM
627
Reynders McVeigh Capital Management
Massachusetts
$680K -$30K -875 -4%
CDIA
628
Capital Directions Investment Advisors
Georgia
$680K +$463K +13,520 +214%
CG
629
Colony Group
Massachusetts
$678K +$191K +5,590 +39%
AWM
630
AE Wealth Management
Kansas
$673K +$673K +19,650 New
KWM
631
Kingsview Wealth Management
Oregon
$661K +$661K +19,295 New
Axa
632
Axa
France
$660K
AC
633
Abbrea Capital
California
$655K +$80.5K +2,350 +14%
PFA
634
Pure Financial Advisors
California
$654K +$42.3K +1,235 +7%
KL
635
KWMG LLC
Kansas
$648K -$22.3K -650 -3%
TNBTD
636
Trustmark National Bank Trust Department
Mississippi
$648K +$45.4K +1,325 +8%
BFS
637
Bradley Foster & Sargent
Connecticut
$646K +$47.8K +1,395 +8%
DBT
638
Dubuque Bank & Trust
Iowa
$645K -$10.3K -300 -2%
TCOT
639
Trust Company of Toledo
Ohio
$640K +$8.56K +250 +1%
SC
640
SouthState Corp
Florida
$639K +$176K +5,125 +38%
IIM
641
Ipswich Investment Management
Massachusetts
$636K +$136K +3,975 +27%
MLL
642
Moody Lynn & Lieberson
Massachusetts
$634K
N
643
Natixis
France
$633K -$17M -497,195 -96%
FHC
644
First Heartland Consultants
Missouri
$616K +$42.8K +1,250 +7%
OIA
645
Optimum Investment Advisors
Illinois
$614K +$150K +4,390 +32%
CL
646
CIM LLC
New York
$611K -$732K -21,395 -55%
WA
647
WBH Advisory
Maryland
$610K +$17.3K +505 +3%
B
648
Bellecapital
Switzerland
$602K
BSW
649
Buckingham Strategic Wealth
Missouri
$602K +$25K +730 +4%
DSN
650
D. Scott Neal
Kentucky
$602K +$465K +13,590 +340%