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iShares Core S&P Mid-Cap ETF

1,130 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 503 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
503
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$3.86B +$46.2M +1,187,190 +1%
Bank of America
2
Bank of America
North Carolina
$2.52B +$81.2M +2,083,330 +3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.23B +$9.86M +253,165 +0.8%
LPL Financial
4
LPL Financial
California
$1.13B +$72.8M +1,868,120 +7%
Morgan Stanley
5
Morgan Stanley
New York
$1.11B +$37M +950,210 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.11B +$103M +2,635,230 +10%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.1B +$80.3M +2,059,825 +8%
UBS Group
8
UBS Group
Switzerland
$912M +$25.9M +663,880 +3%
BlackRock
9
BlackRock
New York
$888M +$33.6M +862,800 +4%
EFS
10
Edelman Financial Services
Virginia
$806M -$2.97M -76,160 -0.4%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$743M -$25.6M -657,085 -3%
Ameriprise
12
Ameriprise
Minnesota
$653M +$201M +5,155,535 +44%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$567M +$62.5M +1,604,325 +12%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$532M +$15.9M +408,875 +3%
KeyBank National Association
15
KeyBank National Association
Ohio
$450M -$11.1M -284,935 -2%
RJA
16
Raymond James & Associates
Florida
$445M +$31.6M +811,605 +8%
Northern Trust
17
Northern Trust
Illinois
$428M +$6.55M +168,235 +2%
VA
18
Valmark Advisers
Ohio
$354M -$16.7M -427,670 -4%
Creative Planning
19
Creative Planning
Kansas
$314M -$17.6M -451,850 -5%
MRC
20
Millburn Ridgefield Corp
New York
$309M -$17.1M -439,675 -5%
CCA
21
Catalyst Capital Advisors
New York
$309M -$17.1M -439,675 -5%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$290M +$20.6M +528,840 +8%
RFC
23
Regions Financial Corp
Alabama
$259M +$138K +3,540 +0.1%
Goldman Sachs
24
Goldman Sachs
New York
$237M +$10.9M +279,090 +5%
V
25
Veritable
Delaware
$230M +$7.04M +180,620 +3%