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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 %
US Bancorp
76
US Bancorp
Minnesota
$41.2M +$1.99M +58,095 +5%
TC
77
Telemus Capital
Michigan
$41.1M +$24.4M +713,585 +147%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$40.9M +$1.2M +35,020 +3%
WSFS
79
Wilmington Savings Fund Society
Delaware
$40.3M -$1.71M -50,020 -4%
CCFCSB
80
Cape Cod Five Cents Savings Bank
Massachusetts
$39.7M +$3.78M +110,300 +11%
MWM
81
Modera Wealth Management
New Jersey
$39.5M -$1.8M -52,615 -4%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$39.3M +$74.5K +2,175 +0.2%
CFG
83
Citizens Financial Group
Rhode Island
$39M +$5.3M +154,785 +16%
KPAG
84
KLS Professional Advisors Group
New York
$38.7M +$2.49M +72,585 +7%
GT
85
Greenleaf Trust
Michigan
$36.8M +$18M +525,170 +96%
CPO
86
Cerity Partners OCIO
New York
$36.3M -$1.71M -49,940 -4%
MG
87
Mather Group
Illinois
$35.9M +$3.5M +102,215 +11%
BIM
88
Bridges Investment Management
Nebraska
$35.8M +$2.29M +66,900 +7%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$35.7M +$8.3M +242,345 +30%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$35.5M +$5.92M +172,875 +20%
NA
91
Nottingham Advisors
New York
$35M +$934K +27,285 +3%
IA
92
IFP Advisors
Florida
$34.8M +$10.9M +318,925 +46%
TFO
93
Tarbox Family Office
California
$34.1M +$1.31M +38,385 +4%
JCM
94
Janney Capital Management
Pennsylvania
$33.7M -$535K -15,635 -2%
Bessemer Group
95
Bessemer Group
New Jersey
$33.6M +$6.32M +184,490 +23%
EWM
96
Evermay Wealth Management
Virginia
$33.1M +$51.2K +1,495 +0.2%
FCBT
97
First Citizens Bank & Trust
North Carolina
$32.9M +$6.47M +189,080 +25%
BOS
98
Bank of Stockton
California
$32.3M +$887K +25,900 +3%
TA
99
Tiedemann Advisors
New York
$32.2M +$517K +15,105 +2%
DWM
100
Destination Wealth Management
California
$31.7M -$62K -1,810 -0.2%