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iShares Core S&P Mid-Cap ETF

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$83M +$715K +17,760 +0.9%
BIM
52
Bridges Investment Management
Nebraska
$80.6M +$2.65M +65,890 +3%
Stifel Financial
53
Stifel Financial
Missouri
$80.4M +$1.78M +44,225 +2%
PAG
54
Private Advisor Group
New Jersey
$80.1M +$41.6M +1,033,580 +108%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$79.3M +$24.9M +617,745 +46%
GT
56
Greenleaf Trust
Michigan
$78.2M +$762K +18,935 +1%
Rafferty Asset Management
57
Rafferty Asset Management
New York
$76.6M +$9.76M +242,375 +15%
SOMRS
58
State of Michigan Retirement System
Michigan
$76.5M +$2.04M +50,755 +3%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$74.8M -$913K -22,680 -1%
M&T Bank
60
M&T Bank
New York
$74.5M -$615K -15,275 -0.8%
LW
61
Linscomb Wealth
Texas
$74.3M -$5.81M -144,300 -7%
MIA
62
MainStreet Investment Advisors
Illinois
$74.1M -$275K -6,830 -0.4%
Comerica Bank
63
Comerica Bank
Texas
$73.9M -$2.12M -57,710 -3%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$71.4M +$1.83M +45,400 +3%
SSB
65
Sandy Spring Bank
Maryland
$67.9M +$3.37M +83,790 +5%
CPO
66
Cerity Partners OCIO
New York
$67.5M -$3.85M -95,710 -5%
APCM
67
Alaska Permanent Capital Management
Alaska
$67.4M -$1.25M -30,990 -2%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$67.2M +$1.05M +26,075 +2%
SIC
69
Sigma Investment Counselors
Michigan
$64.9M +$1.17M +29,025 +2%
LF
70
Lee Financial
Texas
$64.5M -$115K -2,845 -0.2%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$64.3M +$4.65M +116,360 +8%
LWMT
72
Legacy Wealth Management (Tennessee)
Tennessee
$64.1M -$1.7M -42,115 -3%
DIP
73
DT Investment Partners
Pennsylvania
$62.8M +$12.9M +321,405 +26%
CFIA
74
Cantor Fitzgerald Investment Advisors
New York
$62.1M -$2.86M -71,025 -4%
AllianceBernstein
75
AllianceBernstein
Tennessee
$61.7M +$60.1M +1,492,710 +3,772%