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iShares Core S&P Mid-Cap ETF

752 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 331 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

62% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $11.3M

41% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 234

4% more funds holding

Funds holding: 722752 (+30)

5% more capital invested

Capital invested by funds: $18.3B → $19.2B (+$899M)

3% less funds holding in top 10

Funds holding in top 10: 146142 (-4)

11.04% less ownership

Funds ownership: 331.35%320.31% (-11%)

Holders
752
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.06%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
331
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
Nottingham Advisors
New York
$26.5M -$250K -8,085 -0.9%
BSB
102
Bangor Savings Bank
Maine
$26.2M +$37.4K +1,210 +0.1%
AIP
103
Ameritas Investment Partners
Nebraska
$25.9M +$340K +10,995 +1%
CBB
104
Citizens Business Bank
California
$24.5M -$140K -4,545 -0.6%
SWP
105
Stratos Wealth Partners
Ohio
$23.9M -$5.05M -163,405 -17%
Bessemer Group
106
Bessemer Group
New Jersey
$23.8M +$1.61M +52,070 +7%
CFG
107
CKW Financial Group
Hawaii
$23.7M +$275K +8,885 +1%
BA
108
BlackRock Advisors
Delaware
$23.5M +$21.7M +701,620 +1,231%
SPC
109
Sigma Planning Corp
Michigan
$23.3M -$717K -23,205 -3%
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.9M +$563K +18,215 +3%
FWM
111
FFT Wealth Management
Pennsylvania
$22.8M -$7.06M -228,375 -24%
BWM
112
Braver Wealth Management
Massachusetts
$22.6M -$322K -10,430 -1%
BFA
113
Beaumont Financial Advisors
Massachusetts
$22.2M +$3.69M +119,475 +20%
FIG
114
FundX Investment Group
California
$21.9M +$21.8M +706,350 New
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$21.7M -$12.5M -404,050 -37%
Mariner
116
Mariner
Kansas
$21.2M -$10.3M -333,300 -33%
BHWM
117
Bar Harbor Wealth Management
New Hampshire
$21.2M -$275K -8,895 -1%
MCM
118
MAI Capital Management
Ohio
$21.1M +$726K +23,500 +4%
CAN
119
Cetera Advisor Networks
California
$21.1M +$7.22M +233,460 +52%
RJA
120
Raymond James & Associates
Florida
$20.7M +$3.35M +108,365 +19%
FMBTD
121
First Midwest Bank Trust Division
Illinois
$20.3M +$2.64M +85,465 +15%
CWM
122
Connecticut Wealth Management
Connecticut
$19.8M +$20M +647,105 New
PA
123
Planning Alternatives
Michigan
$18.8M -$413K -13,350 -2%
MFS
124
MSI Financial Services
Massachusetts
$18.1M +$2.22M +71,815 +14%
WI
125
Wintrust Investments
Illinois
$18.1M +$992K +32,100 +6%