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iShares Core S&P Mid-Cap ETF

560 hedge funds and large institutions have $16.1B invested in iShares Core S&P Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 240 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+9
Holders Change %
+1.63%
% of All Funds
16.26%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.96%
New
44
Increased
240
Reduced
173
Closed
29
Calls
$21.9M
Puts
$3.31M
Net Calls
+$18.6M
Net Calls Change
-$7.31M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
226
KMS Financial Services
Washington
$3.08M -$106K -3,870 -3%
SI
227
SII Investments
Wisconsin
$3.06M +$183K +6,690 +6%
GT
228
Glenmede Trust
Pennsylvania
$3.02M
PAMU
229
Pictet Asset Management (UK)
United Kingdom
$3.01M +$3.01M +110,200 New
HighTower Advisors
230
HighTower Advisors
Illinois
$3.01M +$431K +15,770 +17%
NL
231
NWAM LLC
Washington
$2.99M +$193K +7,055 +7%
BCM
232
Boltwood Capital Management
California
$2.97M +$309K +11,290 +12%
CASB
233
Cape Ann Savings Bank
Massachusetts
$2.94M +$638K +23,340 +28%
Barclays
234
Barclays
United Kingdom
$2.91M -$727K -26,710 -20%
SSWM
235
Sheets Smith Wealth Management
North Carolina
$2.89M
LNC
236
Lincoln National Corp
Pennsylvania
$2.78M +$249K +9,090 +10%
MA
237
Montag & Associates
Georgia
$2.76M -$103K -3,750 -4%
WT
238
Whittier Trust
California
$2.7M +$21.3K +780 +0.8%
FTIOP
239
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.62M -$37.9K -1,385 -1%
LWM
240
LBA Wealth Management
Florida
$2.59M +$237K +8,650 +10%
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$2.53M +$102K +3,730 +4%
PSI
242
Pinnacle Summer Investments
Virginia
$2.51M +$211K +7,710 +9%
FWCM
243
Ferguson Wellman Capital Management
Oregon
$2.5M +$191K +6,990 +8%
MJRIC
244
Mogy Joel R Investment Counsel
California
$2.47M -$13.7K -500 -0.6%
BAM
245
Boyar Asset Management
New York
$2.46M +$1.1M +39,220 +81%
NFG
246
Next Financial Group
Texas
$2.45M +$2.37M +86,595 +2,863%
NDSI
247
Newman Dignan & Sheerar Inc
Rhode Island
$2.38M -$26.3K -960 -1%
SGK
248
Steigerwald Gordon & Koch
Virginia
$2.35M -$256K -9,365 -10%
EVM
249
Eaton Vance Management
Massachusetts
$2.31M -$92.7K -3,390 -4%
Franklin Resources
250
Franklin Resources
California
$2.31M +$68.8K +2,515 +3%