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iShares Core S&P Mid-Cap ETF

529 hedge funds and large institutions have $13.4B invested in iShares Core S&P Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 183 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.29%
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.75%
New
47
Increased
214
Reduced
183
Closed
27
Calls
$20.3M
Puts
$5.63M
Net Calls
+$14.6M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
DSC
351
Duncker Streett & Co
Missouri
$613K +$6.18K +225 +1%
ONB
352
Old National Bancorp
Indiana
$597K +$132K +4,800 +28%
RIA
353
Regal Investment Advisors
Michigan
$590K +$134K +4,865 +29%
BB
354
Busey Bank
Illinois
$588K -$8.25K -300 -1%
EWA
355
EP Wealth Advisors
California
$581K
SNT
356
Security National Trust
West Virginia
$571K +$155K +5,650 +37%
CAL
357
Capital Analysts LLC
Pennsylvania
$561K +$53.1K +1,930 +10%
OCG
358
Opus Capital Group
Ohio
$560K -$192K -7,000 -26%
Natixis Advisors
359
Natixis Advisors
Massachusetts
$559K -$7.23M -262,795 -93%
WIL
360
Winifred I. Li
$557K
CCT
361
Country Club Trust
Missouri
$557K +$54.2K +1,970 +11%
ST
362
Stifel Trust
Missouri
$552K
MCWS
363
McKinley Carter Wealth Services
West Virginia
$542K -$126K -4,575 -19%
DMS
364
Discretionary Management Services
Kansas
$536K
FWIA
365
Fort Washington Investment Advisors
Ohio
$531K +$82.5K +3,000 +18%
Axa
366
Axa
France
$530K
DIA
367
Dana Investment Advisors
Wisconsin
$522K
BWAM
368
Boyd Watterson Asset Management
Ohio
$520K
WA
369
WFG Advisors
Texas
$515K -$115K -4,185 -18%
PWLP
370
Prio Wealth Limited Partnership
Massachusetts
$515K +$85.2K +3,100 +20%
BHBT
371
Burke & Herbert Bank & Trust
Virginia
$512K -$45.5K -1,655 -8%
MC
372
Miles Capital
Iowa
$512K +$512K +18,630 New
BCM
373
Brookmont Capital Management
Texas
$504K -$3.71K -135 -0.7%
SCM
374
Steward Capital Management
Michigan
$502K -$3.44K -125 -0.7%
BIM
375
Bridgecreek Investment Management
Oklahoma
$493K +$15.1K +550 +3%