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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
AFIA
726
America First Investment Advisors
Nebraska
$40K +$46.4K +1,500 New
CAPTRUST Financial Advisors
727
CAPTRUST Financial Advisors
North Carolina
$39K -$6.8M -220,090 -99%
RFA
728
Reilly Financial Advisors
California
$33K
TCM
729
Tradewinds Capital Management
Washington
$31K
ADL
730
Asset Dedication LLC
California
$31K +$23.3K +755 +302%
LCM
731
Liberty Capital Management
Michigan
$31K +$31.1K +1,005 New
WOC
732
West Oak Capital
California
$30.9K
AA
733
AlphaMark Advisors
Kentucky
$30K
PAI
734
Pittenger & Anderson Inc
Nebraska
$26K +$6.18K +200 +32%
BKA
735
Brick & Kyle Associates
Pennsylvania
$23K
AA
736
Apriem Advisors
California
$23K +$17.5K +565 +342%
GWA
737
Guidant Wealth Advisors
Illinois
$19K +$19.3K +625 New
AIM
738
Anchor Investment Management
South Carolina
$15.5K
MFW
739
Mosaic Family Wealth
Missouri
$14K
AF
740
Allworth Financial
California
$10K
NHFG
741
New Harbor Financial Group
Massachusetts
$7K +$7.11K +230 New
EWM
742
Edge Wealth Management
New York
$6K
CFN
743
Cordasco Financial Network
Florida
$4K
FMP
744
Financial Management Professionals
Texas
$4K
WDL
745
Well Done LLC
Michigan
$2.71K +$295K +9,530 New
CAW
746
Cornerstone Advisors (Washington)
Washington
$2K +$2.47K +80 New
SWA
747
Sutton Wealth Advisors
Florida
$1.7K
LWA
748
Lowe Wealth Advisors
Maryland
$1K
TCM
749
TD Capital Management
Tennessee
$1K
VOYA Investment Management
750
VOYA Investment Management
Georgia
$769 -$190K -6,155 -20%