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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 %
CHP
1026
Cable Hill Partners
Oregon
$133K +$19.8K +535 +17%
AWA
1027
Acorn Wealth Advisors
Michigan
$121K +$16.3K +430 +16%
FRA
1028
Front Row Advisors
California
$117K -$10.7K -285 -8%
WWM
1029
Wagner Wealth Management
South Carolina
$110K
AIM
1030
Anchor Investment Management
South Carolina
$110K
AC
1031
Avestar Capital
New York
$108K
PS
1032
Portfolio Solutions
Michigan
$107K
LPIC
1033
LeJeune Puetz Investment Counsel
Michigan
$104K
BRC
1034
Bell Rock Capital
Delaware
$104K +$952 +25 +0.9%
LWCFA
1035
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K
VDFA
1036
Vickerman & Driscoll Financial Advisors
Washington
$99K -$147K -3,945 -60%
HDIM
1037
Hanson & Doremus Investment Management
Vermont
$99K -$34.8K -925 -26%
AF
1038
Allworth Financial
California
$98K -$1.87K -50 -2%
MGIA
1039
Moneta Group Investment Advisors
Missouri
$97K +$28.4K +760 +41%
Rockefeller Capital Management
1040
Rockefeller Capital Management
New York
$90K +$90K +2,395 New
JA
1041
JOYN Advisors
Georgia
$86K -$114K -3,020 -57%
WCAMG
1042
Woodard & Company Asset Management Group
North Carolina
$80K -$15K -400 -16%
ML
1043
McAdam LLC
Pennsylvania
$79K +$79K +2,095 New
NCM
1044
New Capital Management
Texas
$72K -$186K -4,935 -72%
MWM
1045
MinichMacGregor Wealth Management
New York
$71K
CMBA
1046
C.M. Bidwell & Associates
Hawaii
$71K +$188 +5 +0.3%
BA
1047
Ballew Advisors
Mississippi
$70K +$70K +1,865 New
GEA
1048
Glen Eagle Advisors
New Jersey
$68.4K +$11.4K +305 +20%
MBT
1049
Monroe Bank & Trust
Michigan
$66K
HIIFS
1050
Harel Insurance Investments & Financial Services
Israel
$66K