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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 %
FHA
301
First Horizon Advisors
Tennessee
$1.29M -$111K -3,965 -8%
BHIA
302
Birch Hill Investment Advisors
Massachusetts
$1.28M +$13.2K +460 +1%
CWA
303
Convergent Wealth Advisors
Maryland
$1.27M +$18.7K +655 +1%
SWM
304
Segment Wealth Management
Texas
$1.19M +$1.19M +41,440 New
LPT
305
Legacy Private Trust
Wisconsin
$1.16M -$14.6M -510,060 -93%
HI
306
Horizon Investments
North Carolina
$1.16M +$51.5K +1,800 +5%
FFS
307
Founders Financial Securities
Maryland
$1.16M +$82.2K +2,870 +8%
CCG
308
Cypress Capital Group
Florida
$1.15M +$173K +6,040 +18%
WTC
309
WhitTier Trust Company
Nevada
$1.14M +$5.01K +175 +0.4%
FNBT
310
FineMark National Bank & Trust
Florida
$1.13M +$66.4K +2,320 +6%
MCM
311
Manchester Capital Management
Vermont
$1.13M
TNBTD
312
Trustmark National Bank Trust Department
Mississippi
$1.12M -$858 -30 -0.1%
FFSOTS
313
Fiduciary Financial Services of The Southwest
Texas
$1.12M -$715 -25 -0.1%
PFBT
314
Parkside Financial Bank & Trust
Missouri
$1.08M
1IA
315
1834 Investment Advisors
Wisconsin
$1.06M -$17.3K -605 -2%
ONB
316
Old National Bancorp
Indiana
$1.06M +$438K +15,295 +71%
SHWM
317
Smith & Howard Wealth Management
Georgia
$1.05M +$1.05M +36,790 New
WA
318
WealthTrust-Arizona
Arizona
$1.05M -$31.5K -1,100 -3%
STMM
319
South Texas Money Management
Texas
$1.02M
DSAM
320
Dock Street Asset Management
Florida
$994K -$5.54M -193,680 -85%
RP
321
Riverbridge Partners
Minnesota
$989K +$989K +34,575 New
PJSIMP
322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$986K -$67.7K -2,365 -6%
ICAS
323
Investors Capital Advisory Services
Massachusetts
$981K +$36.8K +1,285 +4%
FBA
324
Front Barnett Associates
Illinois
$948K +$15.6K +545 +2%
CC
325
Cadinha & Co
Hawaii
$940K +$627K +21,925 +201%