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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
CB
201
Community Bank
New York
$12.7M -$39.7K -1,150 -0.3%
CIM
202
CIM Investment Management
Pennsylvania
$12.7M -$86.3K -2,500 -0.7%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$12.6M +$1.43M +41,510 +13%
KCM
204
Kanawha Capital Management
Virginia
$12.5M +$353K +10,235 +3%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$12.3M +$416K +12,045 +4%
TRCT
206
Tower Research Capital (TRC)
New York
$12.3M -$7.03M -203,720 -37%
DADC
207
D.A. Davidson & Co
Montana
$12.2M +$4.88M +141,385 +68%
TCM
208
Traynor Capital Management
Pennsylvania
$12.1M +$919K +26,610 +8%
B
209
Bailard
California
$11.9M +$45K +1,305 +0.4%
ACM
210
Armbruster Capital Management
New York
$11.9M +$414K +11,985 +4%
FTIOP
211
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.9M +$3.22M +93,420 +38%
PBO
212
Peoples Bank (Ohio)
Ohio
$11.7M -$75.9K -2,200 -0.6%
CC
213
Courier Capital
New York
$11.6M -$277K -8,025 -2%
CPA
214
Capital Planning Advisors
California
$11.4M +$1.63M +47,115 +17%
UBWV
215
United Bank (West Virginia)
West Virginia
$11.3M +$10.7M +309,970 +2,135%
CCM
216
Coldstream Capital Management
Washington
$11.2M +$1.08M +31,265 +11%
PWLP
217
Prio Wealth Limited Partnership
Massachusetts
$10.9M +$2.65M +76,795 +32%
NAM
218
NTV Asset Management
West Virginia
$10.8M +$18.1K +525 +0.2%
BWP
219
BSW Wealth Partners
Colorado
$10.8M +$399K +11,545 +4%
SB
220
Simmons Bank
Arkansas
$10.7M -$381K -11,025 -3%
SFG
221
StrategIQ Financial Group
Indiana
$10.6M +$281K +8,140 +3%
MA
222
MUFG Americas
New York
$10.5M -$365K -10,585 -3%
PWS
223
Paragon Wealth Strategies
Florida
$10.4M +$548K +15,865 +6%
ACP
224
Arcus Capital Partners
Georgia
$10.3M +$514K +14,900 +5%
RCAG
225
Rehmann Capital Advisory Group
Michigan
$10.3M -$2.81M -81,500 -22%