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iShares Core S&P Mid-Cap ETF

512 hedge funds and large institutions have $15.6B invested in iShares Core S&P Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 221 increasing their positions, 138 reducing their positions, and 18 closing their positions.

Holders
512
Holders Change
+61
Holders Change %
+13.53%
% of All Funds
14.87%
Holding in Top 10
95
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
84
Increased
221
Reduced
138
Closed
18
Calls
$14.1M
Puts
$12.1M
Net Calls
+$1.99M
Net Calls Change
+$18M
Name Market Value Shares Shares
Change
Shares
Change %
WJA
351
Williams Jones & Associates
New York
$607K 4,538 -49 -1%
DSC
352
Duncker Streett & Co
Missouri
$591K 4,416 +1,575 +55%
CBU
353
CIBC Bank USA
Illinois
$590K 4,409 +795 +22%
BB
354
Busey Bank
Illinois
$580K 4,337 -111 -2%
EWA
355
EP Wealth Advisors
California
$565K 4,223
WSTAM
356
Wilbanks Smith & Thomas Asset Management
Virginia
$565K 4,220 +4,220 New
FAAM
357
First Allied Asset Management
California
$563K 4,222 +4,222 New
BG
358
Bahl & Gaynor
Ohio
$561K 4,191 +208 +5%
ASN
359
Advisory Services Network
Georgia
$549K 4,105 +4,105 New
RMCM
360
Reynders McVeigh Capital Management
Massachusetts
$548K 4,093 +8 +0.2%
BHBT
361
Burke & Herbert Bank & Trust
Virginia
$543K 4,053 +297 +8%
WIL
362
Winifred I. Li
$542K 4,052
ST
363
Stifel Trust
Missouri
$537K 4,011
DMS
364
Discretionary Management Services
Kansas
$522K 3,900 -1,000 -20%
Axa
365
Axa
France
$516K 3,855
WSA
366
Willow Street Advisors
Florida
$511K 3,816
DIA
367
Dana Investment Advisors
Wisconsin
$508K 3,800 +194 +5%
BWAM
368
Boyd Watterson Asset Management
Ohio
$506K 3,782 -410 -10%
DD
369
Dominick & Dominick
New York
$495K 3,697 -50 -1%
CAL
370
Capital Analysts LLC
Pennsylvania
$495K 3,697 +63 +2%
BCM
371
Brookmont Capital Management
Texas
$494K 3,694 -5 -0.1%
SCM
372
Steward Capital Management
Michigan
$492K 3,675
BAS
373
Brown Advisory Securities
Maryland
$491K 3,668 +929 +34%
CCT
374
Country Club Trust
Missouri
$489K 3,655
CWA
375
Convergent Wealth Advisors
Maryland
$482K 3,601