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iShares Core S&P Mid-Cap ETF

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
126
Affiance Financial
Minnesota
$34.6M +$8.08M +200,810 +31%
NA
127
Nottingham Advisors
New York
$34.5M -$5.48M -135,605 -14%
CWM
128
Connecticut Wealth Management
Connecticut
$34M +$117K +2,925 +0.3%
PP
129
Pegasus Partners
Wisconsin
$33.9M +$623K +15,465 +2%
SWM
130
SigFig Wealth Management
California
$33.7M +$8.91M +221,230 +36%
AIP
131
Ameritas Investment Partners
Nebraska
$33.6M +$394K +9,790 +1%
NAM
132
NorthCoast Asset Management
Connecticut
$33.5M +$33M +820,325 +6,964%
NMIMC
133
Northwestern Mutual Investment Management Company
Wisconsin
$33.1M +$8.84M +219,500 +36%
BSB
134
Bangor Savings Bank
Maine
$32.9M +$335K +8,320 +1%
WI
135
Wintrust Investments
Illinois
$32.1M +$607K +15,075 +2%
BOS
136
Bank of Stockton
California
$32.1M -$428K -10,640 -1%
SHGA
137
Sand Hill Global Advisors
California
$31.7M -$372K -9,230 -1%
CGI
138
Cougar Global Investments
Ontario, Canada
$31.6M +$13.2M +328,450 +72%
SWP
139
Stratos Wealth Partners
Ohio
$31.3M +$833K +20,695 +3%
WSFS
140
Wilmington Savings Fund Society
Delaware
$31.2M -$1.01M -25,140 -3%
DT
141
Diversified Trust
Tennessee
$31M +$807K +20,040 +3%
FT
142
Fiduciary Trust
Massachusetts
$30.8M +$10.9M +270,495 +55%
CWM
143
Cornerstone Wealth Management
Missouri
$30.7M -$13.9M -12,566,730 -31%
Fiera Capital (Canada)
144
Fiera Capital (Canada)
Quebec, Canada
$30.1M -$326K -8,095 -1%
EDRH
145
Edmond de Rothschild Holding
Switzerland
$30.1M -$81.3K -2,020 -0.3%
FHA
146
First Horizon Advisors
Tennessee
$29.9M +$1.95M +48,440 +7%
PI
147
Pachira Investments
California
$29.9M -$490K -12,160 -2%
AWM
148
Altium Wealth Management
New York
$29.7M +$9.33M +231,765 +46%
FWM
149
FFT Wealth Management
Pennsylvania
$29.6M -$137K -3,400 -0.5%
LRIA
150
Leonard Rickey Investment Advisors
Washington
$29.1M -$181K -4,505 -0.6%