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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 %
SWP
126
Stratos Wealth Partners
Ohio
$31.4M +$3.77M +100,415 +14%
FAAS
127
First Allied Advisory Services
California
$30.9M +$4.03M +107,185 +15%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.9M +$1.54M +41,050 +5%
BOS
129
Bank of Stockton
California
$30.7M -$921K -24,555 -3%
WSFS
130
Wilmington Savings Fund Society
Delaware
$30.7M -$4.21M -112,275 -12%
CWM
131
Connecticut Wealth Management
Connecticut
$30.3M +$1.64M +44,835 +6%
Franklin Resources
132
Franklin Resources
California
$30.2M +$2.1M +56,105 +8%
BSB
133
Bangor Savings Bank
Maine
$29.8M +$2.26M +60,180 +8%
WI
134
Wintrust Investments
Illinois
$29.4M +$516K +13,745 +2%
Citigroup
135
Citigroup
New York
$29M +$3.54M +91,320 +14%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$28.7M +$6.58M +175,440 +30%
MIAN
137
Mariner Independent Advisor Network
Kansas
$28.6M +$13.8M +367,750 +93%
PI
138
Pachira Investments
California
$28.6M +$213K +5,675 +0.8%
EDRH
139
Edmond de Rothschild Holding
Switzerland
$28.5M +$5.31M +141,530 +23%
DT
140
Diversified Trust
Tennessee
$28M +$2.98M +79,360 +12%
FWM
141
FFT Wealth Management
Pennsylvania
$27.7M +$1.83M +48,905 +7%
CONA
142
Capital One National Association
New York
$27.6M +$1.4M +37,340 +5%
LRIA
143
Leonard Rickey Investment Advisors
Washington
$27.4M +$787K +20,980 +3%
RWP
144
RWA Wealth Partners
Massachusetts
$27.4M -$4.66M -124,280 -15%
NMIMC
145
Northwestern Mutual Investment Management Company
Wisconsin
$26.9M -$4.93M -131,500 -15%
QIM
146
Quantitative Investment Management
Virginia
$26.3M -$17.5M -466,500 -40%
AF
147
Ally Financial
Michigan
$25.3M +$25.3M +675,000 New
FNT
148
First National Trust
Pennsylvania
$25.3M -$1.5M -39,955 -6%
PRS
149
Pinkerton Retirement Specialists
Idaho
$25.2M +$1.13M +30,130 +5%
TC
150
Trilogy Capital
California
$24.9M +$2.14M +57,080 +9%