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iShares Core S&P Mid-Cap ETF

934 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, 446 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $5.66M

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

58% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 282

2% more funds holding

Funds holding: 918934 (+16)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$435M)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

6.6% less ownership

Funds ownership: 326.44%319.84% (-6.6%)

Holders
934
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.29%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.81%
New
63
Increased
446
Reduced
282
Closed
37
Calls
$26.7M
Puts
$5.66M
Net Calls
+$21.1M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
QA
951
Quantitative Advantage
Minnesota
-$1.29M -37,670 Closed
SC
952
Scotia Capital
Ontario, Canada
-$768K -22,365 Closed
CDIA
953
Capital Directions Investment Advisors
Georgia
-$680K -19,850 Closed
SBIA
954
Sheaff Brock Investment Advisors
Indiana
-$551K -16,100 Closed
SWM
955
Stockman Wealth Management
Montana
-$494K -14,420 Closed
FA
956
FMA Advisory
Pennsylvania
-$488K -14,245 Closed
WPW
957
Waldron Private Wealth
Pennsylvania
-$485K -14,185 Closed
CGT
958
Capital Guardian Trust
California
-$409K -11,955 Closed
HWM
959
Highwater Wealth Management
Colorado
-$305K -8,920 Closed
AB
960
Amalgamated Bank
New York
-$254K -7,425 Closed
SAM
961
Silvercrest Asset Management
New York
-$227K -6,615 Closed
SSWM
962
Smith Salley Wealth Management
North Carolina
-$217K -6,330 Closed
ESBC
963
E.S. Barr & Co
Kentucky
-$215K -6,285 Closed
BMCM
964
Bryn Mawr Capital Management
Pennsylvania
-$215K -6,265 Closed
CBTWT
965
Community Bank & Trust (Waco, Texas)
Texas
-$206K -6,005 Closed
AMIM
966
Aull & Monroe Investment Management
Alabama
-$202K -5,875 Closed
DIA
967
Davidson Investment Advisors
Montana
-$86K -2,520 Closed
ACS
968
Archford Capital Strategies
Illinois
-$73K -2,125 Closed
BKA
969
Brick & Kyle Associates
Pennsylvania
-$29K -850 Closed
AA
970
Apriem Advisors
California
-$25K -730 Closed
SIC
971
Salem Investment Counselors
North Carolina
-$18K -525 Closed
AWM
972
AllSquare Wealth Management
New York
-$14K -410 Closed