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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 %
FCI
326
Financial Counselors Inc
Kansas
$932K -$356K -12,425 -28%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$930K +$65.4K +2,285 +8%
EFS
328
Essex Financial Services
Connecticut
$919K
TC
329
Telemus Capital
Michigan
$918K -$5.01K -175 -0.5%
GJIC
330
Gamble Jones Investment Counsel
California
$914K +$143 +5 +0%
HW
331
Hancock Whitney
Mississippi
$904K +$137K +4,785 +18%
WAM
332
Weatherly Asset Management
California
$866K +$156K +5,450 +22%
EWA
333
Exencial Wealth Advisors
Oklahoma
$857K +$148K +5,215 +21%
MC
334
Moors & Cabot
Massachusetts
$855K +$382K +13,340 +81%
PFP
335
Pinnacle Financial Partners
Tennessee
$850K +$4.87K +170 +0.6%
BT
336
Bankers Trust
Iowa
$847K
FIG
337
Fusion Investment Group
Pennsylvania
$834K -$51.2K -1,790 -6%
WWM
338
Willingdon Wealth Management
North Carolina
$831K +$36.9K +1,290 +5%
MCC
339
Mid Continent Capital
Illinois
$826K -$106K -3,690 -11%
MWR
340
McAdams Wright Ragen
Washington
$826K +$25.6K +895 +3%
PAS
341
Partnervest Advisory Services
California
$814K +$160K +5,580 +24%
HCMT
342
Highland Capital Management (Tennessee)
Tennessee
$811K -$46.5K -1,625 -5%
DD
343
Dominick & Dominick
New York
$809K +$572 +20 +0.1%
TFCP
344
Twin Focus Capital Partners
Massachusetts
$803K
BG
345
Bahl & Gaynor
Ohio
$798K +$15K +525 +2%
RCM
346
Rotella Capital Management
Washington
$787K -$1.07M -37,500 -58%
FBNAT
347
FirstMerit Bank N.A. Trustee
Ohio
$784K -$45.2K -1,580 -5%
PA
348
Pinnacle Associates
New York
$773K -$21.2K -740 -3%
CFA
349
Carroll Financial Associates
North Carolina
$763K +$43.8K +1,530 +6%
ST
350
Somerset Trust
Pennsylvania
$759K -$5.72K -200 -0.7%