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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
IIC
701
Integrated Investment Consultants
Michigan
$84K
LAM
702
Lebenthal Asset Management
New York
$83K +$83.1K +2,690 New
LWCFA
703
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82K
CCM
704
Cribstone Capital Management
Maine
$80K -$20.1K -650 -20%
WEC
705
Winslow Evans & Crocker
Massachusetts
$78.7K +$15.5K +500 +24%
ACS
706
Archford Capital Strategies
Illinois
$78K -$29.4K -950 -27%
DIA
707
Davidson Investment Advisors
Montana
$77K
Legal & General Group
708
Legal & General Group
United Kingdom
$76K -$13.9K -450 -16%
WAP
709
Wealthcare Advisory Partners
Pennsylvania
$74K
RFS
710
Rockefeller Financial Services
New York
$69K
BBHC
711
Brown Brothers Harriman & Co
New York
$66K +$22.4K +725 +52%
CFA
712
CT Financial Advisors
Pennsylvania
$63.8K +$11.7K +380 +23%
RCM
713
Rain Capital Management
Oregon
$63.4K
BWP
714
Baldwin Wealth Partners
Massachusetts
$62K
BC
715
Barnett & Company
Tennessee
$60K -$773 -25 -1%
BWP
716
BSW Wealth Partners
Colorado
$59.9K -$8.87M -286,925 -86%
GI
717
Gradient Investments
Minnesota
$59K -$1.54K -50 -3%
BCI
718
Brinker Capital Investments
Pennsylvania
$58K +$4.95K +160 +9%
HIIFS
719
Harel Insurance Investments & Financial Services
Israel
$54K
MRCM
720
M&R Capital Management
New Jersey
$52K +$21.6K +700 +70%
BBPWM
721
Blue Bell Private Wealth Management
Pennsylvania
$48K -$15.5K -500 -25%
HDIM
722
Hanson & Doremus Investment Management
Vermont
$48K +$48.1K +1,555 New
SIG
723
Stanford Investment Group
California
$44K
RBC
724
Roble Belko & Company
Pennsylvania
$43K -$32.6K -1,055 -43%
MFBTD
725
MB Financial Bank - Trust Department
Illinois
$41K +$8.81K +285 +27%