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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 %
SWM
1051
SeaCrest Wealth Management
New York
$65K +$29.9K +800 +85%
SIS
1052
Sound Income Strategies
Florida
$62K +$34.2K +905 +123%
DPA
1053
Delphi Private Advisors
California
$61K
YWP
1054
YorkBridge Wealth Partners
New York
$51K -$31.9K -850 -38%
FGC
1055
Financial Gravity Companies
Texas
$50K +$50K +1,335 New
FGAM
1056
Financial Gravity Asset Management
Texas
$50K +$50K +1,335 New
WEC
1057
Winslow Evans & Crocker
Massachusetts
$47.5K
RFA
1058
Reilly Financial Advisors
California
$47K -$45.7K -1,215 -49%
NSB
1059
Norway Savings Bank
Maine
$47K +$13.4K +360 +40%
WIM
1060
Westside Investment Management
California
$46.1K
IFAM
1061
Institutional & Family Asset Management
Colorado
$44K +$44K +1,160 New
BNP Paribas Financial Markets
1062
BNP Paribas Financial Markets
France
$43.5K +$43.5K +1,160 New
BWM
1063
Baystate Wealth Management
Massachusetts
$43K +$29.8K +790 +226%
NWM
1064
Northwest Wealth Management
Iowa
$43K +$43K +1,135 New
RBC
1065
Roble Belko & Company
Pennsylvania
$39K
AA
1066
Advisory Alpha
Michigan
$38K -$608K -15,600 -94%
WOC
1067
West Oak Capital
California
$37.5K +$37.5K +1,000 New
MRCM
1068
M&R Capital Management
New Jersey
$37K
VCM
1069
Versant Capital Management
Arizona
$35K -$5.43K -145 -13%
AOWM
1070
Alpha Omega Wealth Management
Virginia
$35K +$1.89K +50 +6%
MCM
1071
Mainstay Capital Management
Michigan
$34K
PAI
1072
Pittenger & Anderson Inc
Nebraska
$34K +$15.1K +400 +80%
ACS
1073
Archford Capital Strategies
Illinois
$33K +$33K +875 New
ADL
1074
Asset Dedication LLC
California
$32K +$11.3K +305 +54%
PK
1075
Pflug Koory
Nebraska
$31K -$1.33K -35 -4%