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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 %
JWA
176
JFS Wealth Advisors
Pennsylvania
$19.1M -$409K -10,910 -2%
RC
177
Randolph Company
Ohio
$19M +$54.6K +1,455 +0.3%
RRC
178
Relaxing Retirement Coach
Massachusetts
$18.9M +$7.88M +210,095 +71%
State of Tennessee, Department of Treasury
179
State of Tennessee, Department of Treasury
Tennessee
$18.8M +$14.1M +375,000 +300%
CS
180
Comerica Securities
Michigan
$18.4M +$5.82K +155 +0%
SGAM
181
Steinberg Global Asset Management
Florida
$18.3M -$89.3K -2,380 -0.5%
SFS
182
Summit Financial Strategies
Ohio
$18M -$115K -3,065 -0.6%
CIR
183
Clear Investment Research
Georgia
$17.7M +$372K +9,910 +2%
FNBOH
184
First National Bank of Hutchinson
Kansas
$17.3M -$2.09M -55,820 -11%
CPA
185
Capital Planning Advisors
California
$17.3M +$42K +1,120 +0.2%
BCM
186
Brookstone Capital Management
Illinois
$17.2M +$2.73M +72,770 +19%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$17.2M +$17.2M +459,620 New
TCM
188
Twele Capital Management
Minnesota
$16.8M +$777K +20,710 +5%
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$16.8M +$267K +7,115 +2%
CA
190
Clearstead Advisors
Ohio
$16.5M -$2.47M -65,770 -13%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$16.4M -$484K -12,895 -3%
HI
192
Hudock Inc
Pennsylvania
$16M -$1.1M -29,375 -6%
SAS
193
Sage Advisory Services
Texas
$15.5M +$15.5M +413,755 New
CGI
194
Cougar Global Investments
Ontario, Canada
$15.5M +$7.6M +202,635 +96%
PAM
195
Peninsula Asset Management
Florida
$15.4M -$136K -3,620 -0.9%
LP
196
LGL Partners
Pennsylvania
$15.4M +$207K +5,510 +1%
DADC
197
D.A. Davidson & Co
Montana
$15.3M +$1.92M +51,200 +14%
CWM
198
Calamos Wealth Management
Illinois
$15M +$1.68M +44,685 +13%
WAM
199
Watermark Asset Management
California
$14.9M +$1.09M +29,085 +8%
VCM
200
Vision Capital Management
Oregon
$14.9M -$7.18M -191,320 -33%