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iShares Core S&P Mid-Cap ETF

917 hedge funds and large institutions have $25.4B invested in iShares Core S&P Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 454 increasing their positions, 266 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+49
Holders Change %
+5.65%
% of All Funds
22.86%
Holding in Top 10
196
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.73%
% of All Funds
4.89%
New
87
Increased
454
Reduced
266
Closed
29
Calls
$27.9M
Puts
$13.9M
Net Calls
+$14M
Net Calls Change
-$3.72M
Name Holding Trade Value Shares
Change
Shares
Change %
VC
101
Vicus Capital
Pennsylvania
$31M -$120M -635,385 -80%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$30.8M +$1.89M +55,245 +7%
MCM
103
MAI Capital Management
Ohio
$30.4M +$5.25M +153,375 +21%
Lazard Asset Management
104
Lazard Asset Management
New York
$30.3M -$5.26M -153,490 -15%
GC
105
Grimes & Company
Massachusetts
$30.2M -$905K -26,430 -3%
CC
106
Cedar Capital
Illinois
$28.8M -$35.6M -1,039,255 -55%
SMA
107
Simply Money Advisors
Ohio
$28.8M +$10.7M +313,125 +59%
AIP
108
Ameritas Investment Partners
Nebraska
$28.5M +$296K +8,640 +1%
NMIMC
109
Northwestern Mutual Investment Management Company
Wisconsin
$28.2M +$17.4M +509,500 +163%
SWP
110
Stratos Wealth Partners
Ohio
$27.7M -$28.3K -825 -0.1%
CBB
111
Citizens Business Bank
California
$27.4M -$106K -3,100 -0.4%
AI
112
Atria Investments
North Carolina
$27.1M -$5.8M -169,260 -18%
CFG
113
CKW Financial Group
Hawaii
$27.1M +$500K +14,595 +2%
PI
114
Pachira Investments
California
$26.4M +$881K +25,730 +3%
CAL
115
Capital Analysts LLC
Pennsylvania
$26.2M +$24.9M +728,585 +1,986%
BFA
116
Beaumont Financial Advisors
Massachusetts
$26.2M +$864K +25,240 +3%
UBS AM
117
UBS AM
Illinois
$26M +$17.8M +519,660 +218%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.7M -$528K -15,425 -2%
BSB
119
Bangor Savings Bank
Maine
$25.6M -$3.32M -96,890 -11%
PIM
120
Parker Investment Management
California
$25.5M -$16M -468,340 -39%
SPC
121
Sigma Planning Corp
Michigan
$25.4M -$3.55M -103,535 -12%
Citigroup
122
Citigroup
New York
$24.6M +$7.84M +228,955 +47%
KA
123
Klingman & Associates
New York
$24.4M +$2.2M +64,230 +10%
RWP
124
RWA Wealth Partners
Massachusetts
$24M +$24M +701,265 New
Franklin Resources
125
Franklin Resources
California
$24M +$18.1M +529,370 +311%