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iShares Core S&P Mid-Cap ETF

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CHC
776
City Holding Co
West Virginia
$594K
AFM
777
Andesa Financial Management
Pennsylvania
$589K +$88.2K +2,350 +18%
CCA
778
Conservest Capital Advisors
Pennsylvania
$583K -$11.6K -310 -2%
SBH
779
Segall Bryant & Hamill
Illinois
$583K
CCM
780
Channing Capital Management
Illinois
$581K -$1.44M -38,300 -71%
WSTAM
781
Wilbanks Smith & Thomas Asset Management
Virginia
$578K +$143K +3,820 +33%
GLA
782
Great Lakes Advisors
Illinois
$575K +$45K +1,200 +8%
PWMAG
783
Pinnacle Wealth Management Advisory Group
New Jersey
$570K +$63.7K +1,700 +13%
SC
784
Savant Capital
Illinois
$569K +$9.94K +265 +2%
TCM
785
Tufton Capital Management
Maryland
$563K -$5.62K -150 -1%
WCWM
786
Wooster Corthell Wealth Management
Connecticut
$561K -$69K -1,840 -11%
MLL
787
Moody Lynn & Lieberson
Massachusetts
$560K
CWM
788
Cranbrook Wealth Management
Michigan
$559K
PWM
789
Perigon Wealth Management
California
$558K +$385K +10,270 +223%
CWS
790
Cypress Wealth Services
California
$557K -$12K -320 -2%
TIM
791
Tortoise Investment Management
New York
$555K
BI
792
Ballast Inc
Kentucky
$545K +$33.2K +885 +6%
CMP
793
Courage Miller Partners
Virginia
$544K -$4.13K -110 -0.8%
IC
794
Intersect Capital
California
$542K -$318K -8,465 -37%
MC
795
Martin & Co
Tennessee
$541K -$24.4K -650 -4%
ACP
796
Aveo Capital Partners
Colorado
$539K +$86.3K +2,300 +19%
GMA
797
Goldstein Munger & Associates
California
$537K
WT
798
Washington Trust
Rhode Island
$534K -$7.5K -200 -1%
SC
799
Scholtz & Company
Connecticut
$533K
HL
800
HeadInvest LLC
Maine
$529K