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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
SPC
126
Sigma Planning Corp
Michigan
$26.5M +$638K +18,470 +2%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.3M +$163K +4,730 +0.6%
CAN
128
Cetera Advisor Networks
California
$26.1M +$2.01M +58,335 +8%
BSB
129
Bangor Savings Bank
Maine
$25.9M -$130K -3,780 -0.5%
CWM
130
Connecticut Wealth Management
Connecticut
$25.9M +$1.73M +50,180 +7%
PIM
131
Parker Investment Management
California
$25.8M -$122K -3,530 -0.5%
Rafferty Asset Management
132
Rafferty Asset Management
New York
$25.3M +$25.1M +727,630 New
BTS
133
BB&T Securities
Virginia
$25.3M +$7.68M +222,530 +44%
Citigroup
134
Citigroup
New York
$24.7M -$321K -9,310 -1%
HighTower Advisors
135
HighTower Advisors
Illinois
$24.4M +$9.1M +263,645 +60%
FNT
136
First National Trust
Pennsylvania
$24.4M +$998K +28,905 +4%
Franklin Resources
137
Franklin Resources
California
$24.4M +$30.4K +880 +0.1%
FWM
138
FFT Wealth Management
Pennsylvania
$23.9M -$138K -3,995 -0.6%
WI
139
Wintrust Investments
Illinois
$23.9M +$1.05M +30,360 +5%
FAAS
140
First Allied Advisory Services
California
$23.5M +$9.25M +268,040 +66%
Fiera Capital (Canada)
141
Fiera Capital (Canada)
Quebec, Canada
$23.4M -$47.2M -1,365,965 -67%
DT
142
Diversified Trust
Tennessee
$23.3M +$1M +29,000 +5%
CONA
143
Capital One National Association
New York
$23.2M +$1.72M +49,955 +8%
MIAN
144
Mariner Independent Advisor Network
Kansas
$23.1M +$21.1M +611,425 +1,186%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$21.4M +$21.2M +614,895 New
PA
146
Planning Alternatives
Michigan
$21.4M +$94.9K +2,750 +0.4%
SI
147
SII Investments
Wisconsin
$21M +$3.08M +89,130 +17%
EDRH
148
Edmond de Rothschild Holding
Switzerland
$21M +$977K +28,300 +5%
SMA
149
Simply Money Advisors
Ohio
$20.3M -$8.92M -258,325 -31%
AF
150
Affiance Financial
Minnesota
$20.1M -$139K -4,040 -0.7%