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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 %
PGFC
626
Peapack-Gladstone Financial Corp
New Jersey
$1.28M -$174K -4,580 -12%
AFC
627
AFT Forsyth & Company
Florida
$1.24M +$1.24M +32,725 New
WA
628
Waverly Advisors
Alabama
$1.23M -$5.51K -145 -0.4%
CNBT
629
Canandaigua National Bank & Trust
New York
$1.23M +$14.6K +385 +1%
FFA
630
First Foundation Advisors
California
$1.22M +$386K +10,180 +46%
KBFS
631
Kohmann Bosshard Financial Services
Ohio
$1.22M -$25.6K -675 -2%
DSC
632
Duncker Streett & Co
Missouri
$1.22M +$3.42K +90 +0.3%
EWA
633
EP Wealth Advisors
California
$1.22M +$102K +2,680 +9%
AFA
634
Aurora Financial Advisors
Massachusetts
$1.21M +$1.21M +32,010 New
KWM
635
Kingsview Wealth Management
Oregon
$1.2M +$164K +4,325 +16%
BHBT
636
Burke & Herbert Bank & Trust
Virginia
$1.19M -$19.3K -510 -2%
RWMH
637
Riverpoint Wealth Management Holdings
Illinois
$1.18M -$9.48K -250 -0.8%
RG
638
Rikoon Group
New Mexico
$1.17M +$4.74K +125 +0.4%
TI
639
Truepoint Inc
Ohio
$1.17M +$206K +5,425 +21%
SI
640
Stephens Inc
Arkansas
$1.17M +$85.9K +2,265 +8%
BCM
641
BTC Capital Management
Iowa
$1.17M +$426K +11,230 +58%
FPCG
642
Fort Pitt Capital Group
Pennsylvania
$1.17M +$685K +18,050 +142%
SAM
643
Seelaus Asset Management
New Jersey
$1.17M +$1.17M +30,775 New
PWG
644
Private Wealth Group
Florida
$1.16M +$1.16M +30,625 New
VCA
645
Verdence Capital Advisors
Maryland
$1.16M +$1.16M +30,595 New
CHA
646
Carmichael Hill & Associates
Maryland
$1.16M +$1.16M +30,515 New
BFC
647
Bedel Financial Consulting
Indiana
$1.14M +$1.14M +30,130 New
AFP
648
Ausdal Financial Partners
Iowa
$1.14M +$75.2K +1,980 +7%
CG
649
Caprock Group
Idaho
$1.12M +$596K +15,175 +113%
DDC
650
DF Dent & Co
Maryland
$1.11M