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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 %
DADC
201
D.A. Davidson & Co
Montana
$17.1M +$561K +13,925 +3%
CA
202
Cetera Advisors
Colorado
$17M +$4.77M +118,645 +39%
TCM
203
Traynor Capital Management
Pennsylvania
$16.8M +$815K +20,245 +5%
QIM
204
Quantitative Investment Management
Virginia
$16.7M -$27.1M -673,000 -62%
PWLP
205
Prio Wealth Limited Partnership
Massachusetts
$16.7M +$1.69M +41,910 +11%
NA
206
NewEdge Advisors
Louisiana
$16.6M +$2.87M +71,400 +21%
CWM
207
Cahaba Wealth Management
Georgia
$16.5M +$2.66M +66,540 +19%
ACM
208
Armbruster Capital Management
New York
$16.5M +$680K +16,900 +4%
PAM
209
Peninsula Asset Management
Florida
$16.4M -$154K -3,820 -0.9%
RIG
210
Roosevelt Investment Group
New York
$16.2M -$254K -6,300 -2%
LNC
211
Lincoln National Corp
Pennsylvania
$16M +$4.28M +106,300 +36%
BFM
212
Boston Financial Management
Massachusetts
$16M +$3.58M +89,020 +29%
CA
213
Clearstead Advisors
Ohio
$15.9M -$1.44M -35,850 -8%
CTA
214
Chesley Taft & Associates
Illinois
$15.8M +$589K +14,625 +4%
SB
215
Simmons Bank
Arkansas
$15.6M +$3.3M +81,950 +27%
I
216
IberiaBank
Louisiana
$15.5M +$730K +18,125 +5%
HFA
217
High Falls Advisors
New York
$15.5M +$103K +2,565 +0.7%
SHCM
218
Stokes & Hubbell Capital Management
Louisiana
$15.3M +$3.84M +95,425 +34%
Prudential Financial
219
Prudential Financial
New Jersey
$15.3M -$13.3M -331,200 -47%
WAM
220
Watermark Asset Management
California
$15.3M -$132K -3,285 -0.9%
HCA
221
Horan Capital Advisors
Ohio
$15.2M +$249K +6,195 +2%
DCM
222
Dupont Capital Management
Delaware
$15.1M +$14.9M +369,565 +7,391%
VCM
223
Vision Capital Management
Oregon
$15M -$135K -3,355 -0.9%
GIM
224
Goelzer Investment Management
Indiana
$14.9M -$848K -21,075 -5%
MBT
225
Montecito Bank & Trust
California
$14.7M -$456K -11,315 -3%