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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
FCBT
76
First Citizens Bank & Trust
North Carolina
$46.3M +$12.8M +369,725 +39%
PFM
77
Phillips Financial Management
Indiana
$45.9M +$991K +28,710 +2%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$45.7M +$1.35M +39,100 +3%
1832 Asset Management
79
1832 Asset Management
Ontario, Canada
$45.2M
CIA
80
Capital Investment Advisors
Georgia
$45.2M +$696K +20,150 +2%
LWA
81
Lenox Wealth Advisors
New York
$43.5M -$1.83M -52,960 -4%
KPAG
82
KLS Professional Advisors Group
New York
$42.6M +$3.23M +93,530 +8%
CCFCSB
83
Cape Cod Five Cents Savings Bank
Massachusetts
$42M +$1.67M +48,315 +4%
US Bancorp
84
US Bancorp
Minnesota
$41.5M -$287K -8,310 -0.7%
IA
85
IFP Advisors
Florida
$40.5M +$5.17M +149,780 +15%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$40.5M -$1.04M -30,045 -3%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$40.5M +$9.13M +264,610 +29%
TC
88
Telemus Capital
Michigan
$40.4M -$1.37M -39,570 -3%
MWM
89
Modera Wealth Management
New Jersey
$40.3M +$231K +6,695 +0.6%
CFG
90
Citizens Financial Group
Rhode Island
$40.1M +$432K +12,500 +1%
NMIMC
91
Northwestern Mutual Investment Management Company
Wisconsin
$38.9M +$10.2M +294,500 +36%
WSFS
92
Wilmington Savings Fund Society
Delaware
$38.8M -$2.06M -59,625 -5%
CPO
93
Cerity Partners OCIO
New York
$37.9M +$1.03M +29,740 +3%
BIM
94
Bridges Investment Management
Nebraska
$36.6M +$211K +6,125 +0.6%
Lazard Asset Management
95
Lazard Asset Management
New York
$36.4M +$5.51M +159,615 +18%
TFO
96
Tarbox Family Office
California
$36.2M +$1.57M +45,440 +5%
MG
97
Mather Group
Illinois
$36.1M -$439K -12,715 -1%
MCM
98
MAI Capital Management
Ohio
$36M +$5.12M +148,270 +17%
NA
99
Nottingham Advisors
New York
$35.7M +$97.2K +2,815 +0.3%
VC
100
Vicus Capital
Pennsylvania
$35.4M +$29.5M +853,260 +522%