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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
PRS
151
Pinkerton Retirement Specialists
Idaho
$19.9M +$855K +24,770 +5%
TCOV
152
Trust Company of Vermont
Vermont
$19.9M +$747K +21,625 +4%
CA
153
Cetera Advisors
Colorado
$19.7M +$1.3M +37,725 +7%
GWM
154
Geneos Wealth Management
Colorado
$19.6M +$13.3K +385 +0.1%
BHWM
155
Bar Harbor Wealth Management
New Hampshire
$19.6M -$725K -20,995 -4%
VCM
156
Vision Capital Management
Oregon
$19.4M +$2.39M +69,250 +14%
FNBOH
157
First National Bank of Hutchinson
Kansas
$18.9M +$901K +26,090 +5%
GLA
158
Good Life Advisors
Pennsylvania
$18.6M +$3.64M +105,525 +25%
TAT
159
TD Ameritrade Trust
Colorado
$18.3M +$8.48M +245,580 +66%
JWA
160
JFS Wealth Advisors
Pennsylvania
$17.8M -$452K -13,080 -2%
PP
161
Pegasus Partners
Wisconsin
$17.6M +$3.49M +101,010 +25%
RC
162
Randolph Company
Ohio
$17.5M +$167K +4,830 +1%
CA
163
Clearstead Advisors
Ohio
$17.2M +$653K +18,925 +4%
HSBC Holdings
164
HSBC Holdings
United Kingdom
$17.2M +$414K +11,990 +2%
SGAM
165
Steinberg Global Asset Management
Florida
$17.2M +$328K +9,510 +2%
FMWA
166
Forvis Mazars Wealth Advisors
Missouri
$17.2M -$301K -8,725 -2%
SFS
167
Summit Financial Strategies
Ohio
$17.1M +$266K +7,710 +2%
PL
168
Polianta Ltd
Jersey
$17M +$16.9M +489,500 New
WIP
169
Wellesley Investment Partners
Massachusetts
$16.9M +$571K +16,535 +4%
ICOA
170
Investment Centers of America
North Dakota
$16.7M +$4.07M +118,025 +33%
Mariner
171
Mariner
Kansas
$16.6M -$3.48M -100,870 -17%
FIM
172
Foresters Investment Management
New York
$16.6M -$3.61M -104,500 -18%
CS
173
Comerica Securities
Michigan
$16.5M +$455K +13,190 +3%
Prudential Financial
174
Prudential Financial
New Jersey
$16.1M -$220K -6,375 -1%
PAS
175
Park Avenue Securities
New York
$15.9M +$15.8M +456,765 New