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iShares Core S&P Mid-Cap ETF

551 hedge funds and large institutions have $16.2B invested in iShares Core S&P Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+22
Holders Change %
+4.16%
% of All Funds
15.85%
Holding in Top 10
103
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.42%
% of All Funds
2.96%
New
46
Increased
240
Reduced
177
Closed
20
Calls
$37.7M
Puts
$11.9M
Net Calls
+$25.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
276
NewSquare Capital
Pennsylvania
$1.65M -$1.05M -36,730 -39%
FLPIM
277
F.L. Putnam Investment Management
Massachusetts
$1.64M +$73K +2,550 +5%
MIAN
278
Mariner Independent Advisor Network
Kansas
$1.63M +$1.63M +57,085 New
FCB
279
First Citizens Bancorporation
South Carolina
$1.57M
CIA
280
CCM Investment Advisers
South Carolina
$1.57M -$132K -4,625 -8%
Brown Advisory
281
Brown Advisory
Maryland
$1.57M +$326K +11,400 +26%
PMFA
282
Plante Moran Financial Advisors
Michigan
$1.56M -$23K -805 -1%
RC
283
RegentAtlantic Capital
New Jersey
$1.54M -$63K -2,200 -4%
Invesco
284
Invesco
Georgia
$1.53M -$11.3K -395 -0.7%
CTC
285
Central Trust Company
Missouri
$1.52M +$14.9K +520 +1%
CBN
286
Cadence Bank NA
Texas
$1.51M +$239K +8,360 +19%
AIA
287
Alerus Investment Advisors
Minnesota
$1.51M +$63.4K +2,215 +4%
ICOA
288
Investment Centers of America
North Dakota
$1.5M +$33K +1,150 +2%
BAC
289
Boys Arnold & Co
North Carolina
$1.49M -$30.1K -1,050 -2%
MWP
290
Moller Wealth Partners
$1.47M
RJT
291
Raymond James Trust
Florida
$1.47M +$30.3K +1,060 +2%
EWM
292
Endurance Wealth Management
Rhode Island
$1.43M +$996K +34,795 +228%
CL
293
Choreo LLC
Illinois
$1.43M -$13.2K -460 -0.9%
BCM
294
Barometer Capital Management
Ontario, Canada
$1.42M +$172K +6,000 +14%
CB
295
Chemical Bank
Michigan
$1.41M +$4.29K +150 +0.3%
KIA
296
KCM Investment Advisors
California
$1.4M +$32.1K +1,120 +2%
BAM
297
Boyar Asset Management
New York
$1.39M +$189K +6,590 +16%
WS
298
Wedbush Securities
California
$1.39M +$24.9K +870 +2%
WF
299
Welch & Forbes
Massachusetts
$1.36M -$5.72K -200 -0.4%
HCC
300
Hirtle Callaghan & Co
Pennsylvania
$1.35M +$1.35M +47,245 New