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iShares Core S&P Mid-Cap ETF

917 hedge funds and large institutions have $25.4B invested in iShares Core S&P Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 454 increasing their positions, 266 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+49
Holders Change %
+5.65%
% of All Funds
22.86%
Holding in Top 10
196
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.73%
% of All Funds
4.89%
New
87
Increased
454
Reduced
266
Closed
29
Calls
$27.9M
Puts
$13.9M
Net Calls
+$14M
Net Calls Change
-$3.72M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
801
WealthPLAN Partners
Nebraska
$238K +$238K +7,060 New
WPP
802
Whalerock Point Partners
Rhode Island
$238K +$2.91K +85 +1%
HS
803
Huntington Steele
Pennsylvania
$238K +$3.08K +90 +1%
BW
804
Bison Wealth
Georgia
$236K
SCM
805
Southport Capital Management
Tennessee
$235K -$5.47K -160 -2%
AWM
806
Affinity Wealth Management
Delaware
$233K -$96.6K -2,825 -29%
WIC
807
Woodmont Investment Counsel
Tennessee
$233K
JWS
808
Juncture Wealth Strategies
Arizona
$233K +$233K +6,795 New
WSTAM
809
Wilbanks Smith & Thomas Asset Management
Virginia
$232K +$232K +6,780 New
AEPG
810
American Economic Planning Group
New Jersey
$231K +$231K +6,755 New
MWP
811
MYCIO Wealth Partners
Pennsylvania
$230K +$685 +20 +0.3%
KFC
812
Klingenstein Fields & Co
New York
$228K +$18.5K +540 +9%
SAM
813
Silvercrest Asset Management
New York
$227K -$165K -4,805 -42%
PP
814
Patten & Patten
Tennessee
$227K
RW
815
REDW Wealth
New Mexico
$225K -$23.8K -695 -10%
CANC
816
Culbertson A N & Co
Virginia
$225K +$14.5K +425 +7%
WPC
817
Waters Parkerson & Co
Louisiana
$224K +$224K +6,540 New
PCA
818
Peddock Capital Advisors
Massachusetts
$219K -$2.92K -85 -1%
MM
819
Meridian Management
Arkansas
$218K -$24.8K -725 -10%
JFG
820
JMG Financial Group
Illinois
$217K
SSWM
821
Smith Salley Wealth Management
North Carolina
$217K +$217K +6,330 New
ESBC
822
E.S. Barr & Co
Kentucky
$215K -$19.8K -580 -8%
BMCM
823
Bryn Mawr Capital Management
Pennsylvania
$215K +$215K +6,265 New
HT
824
Heritage Trust
Oklahoma
$214K +$214K +6,250 New
AssetMark Inc
825
AssetMark Inc
California
$212K -$44.2K -1,290 -17%