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iShares Core S&P Mid-Cap ETF

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WGCA
801
Wolf Group Capital Advisors
Virginia
$607K +$206K +5,130 +52%
GFPC
802
Global Financial Private Capital
Florida
$606K +$128K +3,175 +27%
MLL
803
Moody Lynn & Lieberson
Massachusetts
$601K
SC
804
Slow Capital
California
$600K +$600K +14,895 New
SC
805
Scotia Capital
Ontario, Canada
$599K +$284K +7,060 +90%
PFA
806
Pure Financial Advisors
California
$593K +$593K +14,725 New
CMP
807
Courage Miller Partners
Virginia
$591K +$1.41K +35 +0.2%
SWM
808
Stockman Wealth Management
Montana
$591K +$99.7K +2,475 +20%
AFNAS
809
American Financial Network Advisory Services
California
$589K +$588K +14,545 +96,967%
BI
810
Ballast Inc
Kentucky
$587K
CCA
811
Cobblestone Capital Advisors
New York
$583K +$86.3K +2,145 +17%
GMA
812
Goldstein Munger & Associates
California
$579K
BAM
813
Belpointe Asset Management
Nevada
$577K +$577K +14,335 New
DW
814
Domani Wealth
Pennsylvania
$572K -$66.8K -1,660 -10%
SC
815
Scholtz & Company
Connecticut
$572K
EFS
816
Essex Financial Services
Connecticut
$572K +$134K +3,335 +31%
DWM
817
Doyle Wealth Management
Florida
$571K +$40.7K +1,010 +8%
FPCG
818
Fort Pitt Capital Group
Pennsylvania
$570K +$29.6K +735 +5%
MC
819
Martin & Co
Tennessee
$567K -$6.03K -150 -1%
EFSCE
820
Enterprise Financial Services Corp (EFSC)
Missouri
$564K -$265K -6,580 -32%
SBWM
821
Sunflower Bank Wealth Management
Arizona
$563K
GLA
822
Great Lakes Advisors
Illinois
$562K +$7.45K +185 +1%
OCG
823
Opus Capital Group
Ohio
$559K
SBSB
824
Sullivan, Bruyette, Speros & Blaney
Virginia
$555K +$56.1K +1,395 +11%
BA
825
BKS Advisors
Michigan
$553K +$4.02K +100 +0.7%