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iShares Core S&P Mid-Cap ETF

917 hedge funds and large institutions have $25.4B invested in iShares Core S&P Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 454 increasing their positions, 266 reducing their positions, and 29 closing their positions.

Holders
917
Holders Change
+49
Holders Change %
+5.65%
% of All Funds
22.86%
Holding in Top 10
196
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.73%
% of All Funds
4.89%
New
87
Increased
454
Reduced
266
Closed
29
Calls
$27.9M
Puts
$13.9M
Net Calls
+$14M
Net Calls Change
-$3.72M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.3B 19,267,227 -499,072 -3%
Wells Fargo
2
Wells Fargo
California
$3.04B 17,760,058 +1,659,309 +10%
Bank of America
3
Bank of America
North Carolina
$1.82B 10,640,224 +3,140,459 +42%
Morgan Stanley
4
Morgan Stanley
New York
$1.13B 6,606,771 +1,862,586 +39%
BlackRock
5
BlackRock
New York
$1.04B 6,059,606 +4,701,859 +346%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$892M 5,210,442 +577,906 +12%
UBS Group
7
UBS Group
Switzerland
$777M 4,539,342 +482,209 +12%
EFS
8
Edelman Financial Services
Virginia
$700M 4,088,693 +55,242 +1%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$605M 3,536,037 +621,035 +21%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$516M 3,014,159 +540,666 +22%
KeyBank National Association
11
KeyBank National Association
Ohio
$458M 2,673,910 +102,683 +4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$430M 2,509,846 +446,215 +22%
Northern Trust
13
Northern Trust
Illinois
$352M 2,055,793 +193,961 +10%
VA
14
Valmark Advisers
Ohio
$326M 1,904,264 -5,759 -0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$315M 1,837,307 +271,236 +17%
RJA
16
Raymond James & Associates
Florida
$237M 1,384,330 +1,192,467 +622%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$217M 1,267,866 +273,982 +28%
Creative Planning
18
Creative Planning
Kansas
$217M 1,267,758 -30,052 -2%
RFC
19
Regions Financial Corp
Alabama
$216M 1,259,255 +48,950 +4%
CM
20
Churchill Management
California
$187M 1,093,156 +40,272 +4%
Ameriprise
21
Ameriprise
Minnesota
$187M 1,092,748 +624,244 +133%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$173M 1,009,226 +45,902 +5%
AA
23
Alesco Advisors
New York
$173M 1,009,110 -12,431 -1%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$142M 827,790 +326,745 +65%
SIM
25
Sentry Investment Management
Wisconsin
$130M 757,968 +3,159 +0.4%