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iShares Core S&P Mid-Cap ETF

934 hedge funds and large institutions have $25.9B invested in iShares Core S&P Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 446 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $5.66M

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

58% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 282

2% more funds holding

Funds holding: 918934 (+16)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$435M)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

6.6% less ownership

Funds ownership: 326.44%319.84% (-6.6%)

Holders
934
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.29%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.81%
New
63
Increased
446
Reduced
282
Closed
37
Calls
$26.7M
Puts
$5.66M
Net Calls
+$21.1M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Evermay Wealth Management
Virginia
$34.2M +$528K +15,290 +2%
JCM
102
Janney Capital Management
Pennsylvania
$33.8M -$386K -11,195 -1%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$33.1M -$6.85M -198,395 -17%
AI
104
Atria Investments
North Carolina
$32.9M +$5.27M +152,805 +19%
BOS
105
Bank of Stockton
California
$32.7M -$127K -3,690 -0.4%
DWM
106
Destination Wealth Management
California
$32.4M +$185K +5,345 +0.6%
TA
107
Tiedemann Advisors
New York
$32.3M -$401K -11,630 -1%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$31.5M +$21.4M +620,130 +217%
SAM
109
Sentinel Asset Management
Vermont
$31.1M +$30.9M +894,500 New
CFG
110
CKW Financial Group
Hawaii
$30.8M +$3M +86,915 +11%
GC
111
Grimes & Company
Massachusetts
$30.5M -$107K -3,100 -0.4%
RWP
112
RWA Wealth Partners
Massachusetts
$29.9M +$5.46M +158,035 +23%
SWP
113
Stratos Wealth Partners
Ohio
$29.6M +$1.37M +39,790 +5%
SB
114
Suntrust Banks
Georgia
$29.4M +$5.71M +165,295 +24%
AIP
115
Ameritas Investment Partners
Nebraska
$29.3M +$307K +8,905 +1%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$28.8M -$7.36M -213,065 -20%
UBS AM
117
UBS AM
Illinois
$28.7M +$2.32M +67,310 +9%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$28.6M -$7.35M -212,945 -21%
KA
119
Klingman & Associates
New York
$28.2M +$3.4M +98,535 +14%
FHB
120
First Hawaiian Bank
Hawaii
$28.2M +$4.79M +138,880 +21%
IH
121
IFC Holdings
Florida
$28.1M +$6.54M +189,350 +31%
CAL
122
Capital Analysts LLC
Pennsylvania
$28M +$1.33M +38,580 +5%
CBB
123
Citizens Business Bank
California
$27.9M +$80.8K +2,340 +0.3%
BFA
124
Beaumont Financial Advisors
Massachusetts
$26.9M +$267K +7,740 +1%
PI
125
Pachira Investments
California
$26.8M -$23.1K -670 -0.1%