IJH icon

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 %
IOOF
176
Independent Order of Foresters
Ontario, Canada
$20.4M +$20.4M +507,500 New
BCM
177
Brookstone Capital Management
Illinois
$20.3M +$890K +22,105 +5%
CPIG
178
Chicago Partners Investment Group
Illinois
$20.3M +$688K +19,285 +4%
CCP
179
Cardan Capital Partners
Colorado
$20.3M -$223K -5,535 -1%
SFS
180
Summit Financial Strategies
Ohio
$20.1M -$15.5K -385 -0.1%
CA
181
Calton & Associates
Florida
$20.1M -$595K -14,785 -3%
DWA
182
Divergent Wealth Advisors
Utah
$19.9M -$4.14M -105,555 -17%
CPA
183
Capital Planning Advisors
California
$19.9M +$5.31M +131,800 +36%
WAG
184
Winthrop Advisory Group
Massachusetts
$19.8M +$2.41M +60,525 +14%
SGAM
185
Steinberg Global Asset Management
Florida
$19.7M +$334K +8,285 +2%
JWA
186
JFS Wealth Advisors
Pennsylvania
$19.3M -$1.08M -26,770 -5%
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$19.2M +$814K +20,225 +4%
CAM
188
Chandler Asset Management
California
$18.6M +$4.34M +107,750 +30%
RWP
189
RWA Wealth Partners
Massachusetts
$18.6M -$10.5M -260,290 -36%
WT
190
Whittier Trust
California
$18.5M +$4.28M +106,305 +30%
FNBOH
191
First National Bank of Hutchinson
Kansas
$18.3M +$75.7K +1,880 +0.4%
Manulife (Manufacturers Life Insurance)
192
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.2M -$6.59M -163,785 -27%
LP
193
LGL Partners
Pennsylvania
$18.2M +$679K +16,860 +4%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$17.9M +$61.6K +1,530 +0.3%
CC
195
Cedar Capital
Illinois
$17.8M +$17.8M +441,085 New
TCM
196
Twele Capital Management
Minnesota
$17.6M -$416K -10,335 -2%
GBT
197
Grove Bank & Trust
Florida
$17.6M +$786K +19,525 +5%
WTC
198
WhitTier Trust Company
Nevada
$17.5M +$8.25M +204,950 +89%
HI
199
Hudock Inc
Pennsylvania
$17.3M +$138K +3,420 +0.8%
CC
200
Cadinha & Co
Hawaii
$17.2M -$300K -7,440 -2%