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iShares Core S&P Mid-Cap ETF

934 hedge funds and large institutions have $25.9B invested in iShares Core S&P Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 446 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $5.66M

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

58% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 282

2% more funds holding

Funds holding: 918934 (+16)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$435M)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

6.6% less ownership

Funds ownership: 326.44%319.84% (-6.6%)

Holders
934
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.29%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.81%
New
63
Increased
446
Reduced
282
Closed
37
Calls
$26.7M
Puts
$5.66M
Net Calls
+$21.1M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$65M +$2.78M +80,650 +5%
APCM
52
Alaska Permanent Capital Management
Alaska
$63.1M +$1.64M +47,585 +3%
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$62.4M +$1.38M +40,060 +2%
SOMRS
54
State of Michigan Retirement System
Michigan
$62.1M +$7.16M +207,500 +13%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$58.6M +$3.25M +94,095 +6%
SMM
56
Stadion Money Management
Georgia
$58.1M -$7.27M -210,695 -11%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$55.7M
AG
58
Advisor Group
Arizona
$52.1M +$5.1M +147,735 +11%
AQR Capital Management
59
AQR Capital Management
Connecticut
$52M +$107K +3,110 +0.2%
AAM
60
Aberdeen Asset Management
United Kingdom
$51.4M
Truist Financial
61
Truist Financial
North Carolina
$51.2M +$5.37M +155,470 +12%
CFIA
62
Cantor Fitzgerald Investment Advisors
New York
$51.2M +$50.8M +1,471,055 New
DIP
63
DT Investment Partners
Pennsylvania
$51M +$70.9K +2,055 +0.1%
SIC
64
Sigma Investment Counselors
Michigan
$50.9M +$1.26M +36,470 +3%
SHGA
65
Sand Hill Global Advisors
California
$50.8M -$1.5M -43,445 -3%
GT
66
Greenleaf Trust
Michigan
$50.2M +$12.7M +368,695 +34%
SSB
67
Sandy Spring Bank
Maryland
$49.6M +$1.19M +34,570 +2%
LF
68
Lee Financial
Texas
$49.3M +$438K +12,695 +0.9%
BP
69
Ballentine Partners
Massachusetts
$48.1M +$1.04M +30,045 +2%
GHA
70
GW Henssler & Associates
Georgia
$47.7M -$453K -13,135 -0.9%
AFG
71
Arkansas Financial Group
Arkansas
$47.5M +$655K +18,975 +1%
Bessemer Group
72
Bessemer Group
New Jersey
$47.3M +$13M +376,560 +38%
AA
73
ALPS Advisors
Colorado
$47.2M +$373K +10,815 +0.8%
JFA
74
JNBA Financial Advisors
Minnesota
$46.8M +$348K +10,095 +0.8%
BPB
75
Badgley, Phelps & Bell
Washington
$46.3M +$1.06M +30,640 +2%