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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$51.8M +$10.1M +269,420 +24%
AA
77
ALPS Advisors
Colorado
$51.2M -$317K -8,460 -0.6%
GHA
78
GW Henssler & Associates
Georgia
$50.4M -$750K -19,990 -1%
CIA
79
Capital Investment Advisors
Georgia
$49.3M +$931K +24,820 +2%
LWA
80
Lenox Wealth Advisors
New York
$49.2M +$1.09M +29,040 +2%
SMM
81
Stadion Money Management
Georgia
$48.6M -$4.24M -113,100 -8%
PFM
82
Phillips Financial Management
Indiana
$48.1M +$476K +12,850 +1%
BP
83
Ballentine Partners
Massachusetts
$47.7M -$1.62M -43,135 -3%
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$47.2M -$2.02M -53,600 -4%
VC
85
Vicus Capital
Pennsylvania
$46.8M +$4.25M +113,400 +10%
US Bancorp
86
US Bancorp
Minnesota
$46.6M -$1.35M -35,990 -3%
SB
87
Suntrust Banks
Georgia
$46.3M +$9.44M +251,715 +26%
MCM
88
MAI Capital Management
Ohio
$45.7M +$2.45M +65,275 +6%
DIP
89
DT Investment Partners
Pennsylvania
$45.5M +$1.07M +28,415 +2%
FCBT
90
First Citizens Bank & Trust
North Carolina
$45.4M +$732K +19,520 +2%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$44.7M +$3.05M +81,395 +7%
JFA
92
JNBA Financial Advisors
Minnesota
$44.4M -$1.8M -47,950 -4%
CCFCSB
93
Cape Cod Five Cents Savings Bank
Massachusetts
$44.1M -$1.15M -30,675 -3%
TFO
94
Tarbox Family Office
California
$43.9M +$3.03M +80,875 +7%
TC
95
Telemus Capital
Michigan
$43.7M +$1.55M +41,265 +4%
MWM
96
Modera Wealth Management
New Jersey
$43.4M +$389K +10,375 +0.9%
VFA
97
Voya Financial Advisors
Connecticut
$43M +$5.53M +149,310 +15%
IA
98
IFP Advisors
Florida
$42.1M
BPB
99
Badgley, Phelps & Bell
Washington
$41M -$7.44M -198,450 -15%
UBS AM
100
UBS AM
Illinois
$40.7M +$4.06M +108,330 +11%