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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 %
PFBT
901
Parkside Financial Bank & Trust
Missouri
$330K +$44.9K +1,200 +16%
W
902
Wealthfront
California
$324K -$56.2K -1,500 -15%
NAM
903
North American Management
Massachusetts
$323K -$188 -5 -0.1%
JPG
904
Jordan Park Group
California
$320K +$320K +8,530 New
IC
905
Inverness Counsel
New York
$317K
MIC
906
Meridian Investment Counsel
California
$315K
OFG
907
OmniStar Financial Group
North Carolina
$315K +$49.2K +1,310 +18%
BA
908
Boston Advisors
Massachusetts
$313K -$1.87K -50 -0.6%
NHC
909
Nicholas Hoffman & Company
Georgia
$311K -$63.5K -1,695 -17%
BW
910
Bison Wealth
Georgia
$311K
IWA
911
Intercontinental Wealth Advisors
Texas
$311K
WPC
912
Waters Parkerson & Co
Louisiana
$307K +$26.8K +715 +10%
ACG
913
Allen Capital Group
Nebraska
$305K -$74K -1,975 -20%
FG
914
Fiduciary Group
Georgia
$303K
IIC
915
Integrated Investment Consultants
Michigan
$303K +$303K +8,080 New
JWS
916
Juncture Wealth Strategies
Arizona
$302K +$3K +80 +1%
CW
917
CreativeOne Wealth
Kansas
$302K +$302K +8,050 New
BFEC
918
Benjamin F. Edwards & Company
Missouri
$299K +$11.4K +305 +4%
MCM
919
McRae Capital Management
New Jersey
$297K +$24.4K +650 +9%
SBIA
920
Sheaff Brock Investment Advisors
Indiana
$296K +$7.5K +200 +3%
DSN
921
D. Scott Neal
Kentucky
$295K
SFG
922
SevenBridge Financial Group
Pennsylvania
$294K
HFS
923
Haverford Financial Services
Pennsylvania
$292K -$140K -3,725 -32%
CGA
924
Crescent Grove Advisors
Illinois
$291K
SYBT
925
Stock Yards Bank & Trust
Kentucky
$289K