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iShares Core S&P Mid-Cap ETF

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$61.4M +$6.02M +149,650 +11%
FCBT
77
First Citizens Bank & Trust
North Carolina
$59.2M -$1.7M -42,270 -3%
Bessemer Group
78
Bessemer Group
New Jersey
$59.1M -$2.97M -73,810 -5%
KPAG
79
KLS Professional Advisors Group
New York
$58.9M +$692K +17,195 +1%
VC
80
Vicus Capital
Pennsylvania
$57.9M +$2.34M +58,220 +4%
AFG
81
Arkansas Financial Group
Arkansas
$56.4M +$755K +18,755 +1%
LWA
82
Lenox Wealth Advisors
New York
$56.3M +$572K +14,205 +1%
MCM
83
MAI Capital Management
Ohio
$53.9M +$1.52M +37,750 +3%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$53.9M -$1.44M -35,700 -3%
GHA
85
GW Henssler & Associates
Georgia
$53.3M -$406K -10,080 -0.8%
CIA
86
Capital Investment Advisors
Georgia
$53.2M -$123K -3,045 -0.2%
VFA
87
Voya Financial Advisors
Connecticut
$52M +$706K +17,580 +1%
AA
88
ALPS Advisors
Colorado
$51.3M -$605K -15,035 -1%
PFM
89
Phillips Financial Management
Indiana
$51.3M -$626K -15,675 -1%
BP
90
Ballentine Partners
Massachusetts
$50.7M -$209K -5,200 -0.4%
FI
91
FormulaFolio Investments
Michigan
$50.6M +$3.64M +90,480 +8%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$49.6M -$101K -2,500 -0.2%
HighTower Advisors
93
HighTower Advisors
Illinois
$49.3M +$3.02M +75,075 +7%
TC
94
Telemus Capital
Michigan
$49.1M +$803K +19,935 +2%
OAM
95
Oppenheimer Asset Management
New York
$48.9M +$3.25M +80,620 +7%
AI
96
Atria Investments
North Carolina
$48.8M +$3.47M +86,085 +8%
FAAS
97
First Allied Advisory Services
California
$48.7M +$7.74M +192,445 +19%
AQR Capital Management
98
AQR Capital Management
Connecticut
$47.9M -$305K -7,565 -0.6%
FA
99
FDx Advisors
Illinois
$46.8M -$20M -496,375 -30%
SPC
100
Sigma Planning Corp
Michigan
$46.6M +$2.31M +57,375 +5%