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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
Wells Fargo
1
Wells Fargo
California
$3.16B +$74.4M +2,156,230 +2%
Bank of America
2
Bank of America
North Carolina
$1.99B +$138M +3,998,325 +8%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.17B -$2.16B -62,590,440 -65%
BlackRock
4
BlackRock
New York
$1.09B +$36.5M +1,058,205 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$972M +$65.4M +1,894,155 +7%
Morgan Stanley
6
Morgan Stanley
New York
$915M -$232M -6,728,610 -20%
UBS Group
7
UBS Group
Switzerland
$911M +$121M +3,499,820 +15%
EFS
8
Edelman Financial Services
Virginia
$725M +$13.6M +395,175 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$700M +$174M +5,051,005 +34%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$697M +$80.9M +2,342,445 +13%
LPL Financial
11
LPL Financial
California
$641M +$629M +18,211,840 +8,339%
KeyBank National Association
12
KeyBank National Association
Ohio
$457M -$8.37M -242,575 -2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$413M -$23.2M -671,200 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$365M +$45.5M +1,316,865 +14%
Northern Trust
15
Northern Trust
Illinois
$363M +$5.15M +149,155 +1%
VA
16
Valmark Advisers
Ohio
$330M -$1.51M -43,620 -0.5%
Goldman Sachs
17
Goldman Sachs
New York
$304M +$175M +5,056,335 +137%
RJA
18
Raymond James & Associates
Florida
$282M +$40.7M +1,179,630 +17%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$233M +$12.8M +371,465 +6%
Ameriprise
20
Ameriprise
Minnesota
$223M +$33M +954,665 +17%
RFC
21
Regions Financial Corp
Alabama
$222M +$3.06M +88,705 +1%
Creative Planning
22
Creative Planning
Kansas
$221M +$240K +6,965 +0.1%
CM
23
Churchill Management
California
$201M +$10.4M +302,295 +6%
AA
24
Alesco Advisors
New York
$186M +$9.99M +289,425 +6%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$180M +$4.29M +124,285 +2%