IJH icon

iShares Core S&P Mid-Cap ETF

933 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, 445 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.3%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.82%
New
63
Increased
445
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
Shares
Change %
BA
726
BKS Advisors
Michigan
$423K
CBT
727
Capital Bank & Trust
California
$416K +$416K +11,955 New
PAS
728
Partnervest Advisory Services
California
$415K -$5.04K -145 -1%
MWAC
729
Mariner Wealth Advisors (Cincinnati)
Ohio
$414K +$84.1K +2,415 +25%
EWM
730
Endurance Wealth Management
Rhode Island
$413K +$256K +7,350 +162%
FC
731
Financial Consulate
Maryland
$412K +$38.3K +1,100 +10%
WP
732
WMS Partners
Maryland
$408K -$86.1K -2,475 -17%
JSL
733
JT Stratford LLC
Georgia
$407K +$12.2K +350 +3%
ACP
734
Aveo Capital Partners
Colorado
$406K +$29.2K +840 +8%
WTB
735
Washington Trust Bank
Washington
$405K +$32.9K +945 +9%
CL
736
CPWM LLC
Washington
$402K
HFS
737
Haverford Financial Services
Pennsylvania
$400K
M
738
MOTCO
Texas
$399K +$20.5K +590 +5%
FDCC
739
Foster Dykema Cabot & Co
Massachusetts
$396K
MCM
740
MV Capital Management
Maryland
$395K
CI
741
Cavalier Investments
Georgia
$394K
RMC
742
Regis Management Company
California
$394K +$1.22K +35 +0.3%
CPA
743
Clear Perspective Advisors
Illinois
$392K +$34.8K +1,000 +10%
PWMAG
744
Pinnacle Wealth Management Advisory Group
New Jersey
$389K +$33.1K +950 +9%
PFS
745
Prospera Financial Services
Texas
$386K +$75.6K +2,185 +24%
FFW
746
Fusion Family Wealth
New York
$380K +$522 +15 +0.1%
GKWIM
747
Gerber Kawasaki Wealth & Investment Management
California
$379K -$9.55K -275 -2%
PFO
748
Pathstone Family Office
New Jersey
$378K +$13.4K +385 +4%
SMC
749
Smith, Moore & Co
Missouri
$377K +$129K +3,710 +52%
TIA
750
Tiemann Investment Advisors
California
$376K +$4.35K +125 +1%