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iShares Core S&P Mid-Cap ETF

624 hedge funds and large institutions have $17.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 292 increasing their positions, 184 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+25
Holders Change %
+4.17%
% of All Funds
16.64%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
3.04%
New
63
Increased
292
Reduced
184
Closed
30
Calls
$9.18M
Puts
$6.82M
Net Calls
+$2.35M
Net Calls Change
-$930K
Name Holding Trade Value Shares
Change
Shares
Change %
SCG
301
Sonata Capital Group
Washington
$2.03M +$24.3K +800 +1%
TCM
302
Telos Capital Management
California
$2M +$39.8K +1,310 +2%
OWD
303
Osborn Williams & Donohoe
Ohio
$1.98M
CBN
304
Cadence Bank NA
Texas
$1.97M +$278K +9,135 +16%
PWAP
305
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.97M +$1.97M +64,890 New
GA
306
GFS Advisors
Texas
$1.96M -$319K -10,510 -14%
RJT
307
Raymond James Trust
Florida
$1.92M +$124K +4,065 +7%
WA
308
WealthTrust-Arizona
Arizona
$1.91M +$212K +6,985 +13%
TFF
309
The Family Firm
Maryland
$1.89M +$5.47K +180 +0.3%
PP
310
Palladium Partners
Virginia
$1.87M -$26.6K -875 -1%
FWM
311
Frontier Wealth Management
Missouri
$1.87M +$34.8K +1,145 +2%
CCM
312
Condor Capital Management
New Jersey
$1.83M +$608 +20 +0%
PMFA
313
Plante Moran Financial Advisors
Michigan
$1.82M +$125K +4,110 +7%
VanEck Associates
314
VanEck Associates
New York
$1.79M +$1.79M +58,950 New
SNT
315
Security National Trust
West Virginia
$1.79M +$57K +1,875 +3%
MWP
316
Moller Wealth Partners
$1.79M
ST
317
Sentinel Trust
Texas
$1.76M +$1.76M +57,875 New
HH
318
Hilltop Holdings
Texas
$1.76M +$89.2K +2,935 +5%
CB
319
Commerce Bank
Missouri
$1.69M -$1.28M -42,260 -43%
BCMO
320
Buckingham Capital Management (Ohio)
Ohio
$1.68M -$28.9K -950 -2%
PTC
321
Private Trust Company
Ohio
$1.68M -$5.62K -185 -0.3%
CB
322
Chemical Bank
Michigan
$1.67M -$109K -3,580 -6%
Invesco
323
Invesco
Georgia
$1.67M -$16.7K -550 -1%
TPP
324
Triangle Peak Partners
California
$1.67M +$91.6K +3,015 +6%
CCM
325
Coldstream Capital Management
Washington
$1.65M +$155K +5,115 +10%