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.

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 Market Value Shares Shares
Change
Shares
Change %
WOC
901
West Oak Capital
California
$34.8K 200
SAM
902
Shamrock Asset Management
Texas
$31K 180
AOWM
903
Alpha Omega Wealth Management
Virginia
$30K 175 -37 -17%
LWM
904
Lenox Wealth Management
Ohio
$27K 158 +158 New
CCM
905
Cribstone Capital Management
Maine
$26K 147 -30 -17%
MLFP
906
MPS Loria Financial Planners
Illinois
$25K 148 +148 New
GWA
907
Guidant Wealth Advisors
Illinois
$21K 125
FCMT
908
Founders Capital Management (Texas)
Texas
$21K 119
RFM
909
Royal Fund Management
Florida
$20K 117 +18 +18%
AIM
910
Anchor Investment Management
South Carolina
$17.4K 100
PAI
911
Pittenger & Anderson Inc
Nebraska
$17K 100
TCM
912
Tradewinds Capital Management
Washington
$16K 91 +20 +28%
MCIA
913
Mountain Capital Investment Advisors
Colorado
$16K 90 +90 New
DCM
914
DeGreen Capital Management
Arizona
$14.5K 83,453 +2,658 +3%
MSFP
915
Mark Sheptoff Financial Planning
Connecticut
$13K 75 -1 -1%
LCM
916
Liberty Capital Management
Michigan
$13K 76
BWM
917
Baystate Wealth Management
Massachusetts
$12K 71
OFS
918
Orrstown Financial Services
Pennsylvania
$10K 56 +56 New
MFW
919
Mosaic Family Wealth
Missouri
$9K 51 -45 -47%
ADL
920
Asset Dedication LLC
California
$9K 50
EWM
921
Edge Wealth Management
New York
$7K 40
SIM
922
Sonora Investment Management
Arizona
$5.91K 34 +34 New
FMP
923
Financial Management Professionals
Texas
$5K 30
BCFS
924
Butensky & Cohen Financial Security
Florida
$4K 23 +23 New
VCM
925
Versant Capital Management
Arizona
$4K 23 +23 New