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iShares Core S&P Mid-Cap ETF

752 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 331 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

62% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $11.3M

41% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 234

4% more funds holding

Funds holding: 722752 (+30)

5% more capital invested

Capital invested by funds: $18.3B → $19.2B (+$899M)

3% less funds holding in top 10

Funds holding in top 10: 146142 (-4)

11.04% less ownership

Funds ownership: 331.35%320.31% (-11%)

Holders
752
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.06%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
331
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
676
MYCIO Wealth Partners
Pennsylvania
$205K
SAM
677
Silvercrest Asset Management
New York
$205K +$204K +6,615 New
WIC
678
Woodmont Investment Counsel
Tennessee
$203K -$547K -17,700 -73%
PFM
679
Parsec Financial Management
North Carolina
$201K +$201K +6,495 New
BCP
680
Blue Chip Partners
Michigan
$184K -$2.16K -70 -1%
PCA
681
Peddock Capital Advisors
Massachusetts
$172K +$172K +5,570 New
FFC
682
First Financial Corp
Indiana
$171K
SEI Investments
683
SEI Investments
Pennsylvania
$165K +$40.3K +1,305 +33%
EDRS
684
Edmond de Rothschild (Suisse)
Switzerland
$155K -$224K -7,260 -59%
CDIA
685
Capital Directions Investment Advisors
Georgia
$152K
PFBT
686
Parkside Financial Bank & Trust
Missouri
$150K
SF
687
Synovus Financial
Georgia
$149K -$31.5K -1,020 -17%
BFEC
688
Benjamin F. Edwards & Company
Missouri
$139K
FTUS
689
Flow Traders U.S.
New York
$133K +$133K +4,290 New
TSW
690
Thompson Siegel & Walmsley
Virginia
$131K -$11.6K -375 -8%
WA
691
Winfield Associates
Ohio
$124K
VCM
692
Vigilant Capital Management
Maine
$124K +$107K +3,450 +627%
JFA
693
JNBA Financial Advisors
Minnesota
$123K -$39.7M -1,284,020 -100%
S
694
SignatureFD
Georgia
$123K +$14.5K +470 +13%
GBT
695
Grove Bank & Trust
Florida
$115K
GBBWRPM
696
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$115K +$116K +3,745 New
KF
697
Krilogy Financial
Missouri
$111K -$15.1K -490 -12%
PIM
698
Parasol Investment Management
Illinois
$108K
MWM
699
MinichMacGregor Wealth Management
New York
$103K -$121K -3,930 -54%
EWM
700
Endurance Wealth Management
Rhode Island
$84K