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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
SBL
751
Sargent Bickham Lagudis
Colorado
$164 -$49.8K -1,610 -23%
ED
752
Exane Derivatives
France
$155
SIC
753
Salem Investment Counselors
North Carolina
$152 +$15.1K +490 New
FNB
754
Farmers National Bank
Kentucky
$104
PAS
755
Park Avenue Securities
New York
-$6.43M -214,740 Closed
RWM
756
Rezny Wealth Management
Florida
-$5.68M -197,020 Closed
Squarepoint
757
Squarepoint
New York
-$4.09M -137,015 Closed
SMH
758
Sanders Morris Harris
Texas
-$2.55M -85,340 Closed
WC
759
Whitnell & Co
Illinois
-$1.31M -43,910 Closed
FWIA
760
Fort Washington Investment Advisors
Ohio
-$1.11M -37,280 Closed
HCA
761
Harbour Capital Advisors
Virginia
-$927K -31,025 Closed
Parallax Volatility Advisers
762
Parallax Volatility Advisers
California
-$578K -18,695 -100%
BAAM
763
Baker Avenue Asset Management
California
-$439K -14,685 Closed
FA
764
FCG Advisors
New Jersey
-$355K -11,865 Closed
GWM
765
Greenwich Wealth Management
Connecticut
-$346K -11,565 Closed
QC
766
QCM Cayman
Texas
-$293K -9,820 Closed
MML Investors Services
767
MML Investors Services
Massachusetts
-$283K -9,480 Closed
BW
768
Bison Wealth
Georgia
-$256K -8,580 Closed
CM
769
CS McKee
Pennsylvania
-$244K -8,160 Closed
CDH
770
Charles D. Hyman
-$241K -8,070 Closed
PWM
771
Perigon Wealth Management
California
-$241K -8,060 Closed
CSIC
772
Clifford Swan Investment Counsel
California
-$220K -7,375 Closed
CD
773
Carl Domino
Florida
-$209K -7,000 Closed
AL
774
Aspiriant LLC
California
-$209K -6,995 Closed
KT
775
Kanaly Trust
Texas
-$199K -6,650 Closed