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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 %
Schroder Investment Management Group
351
Schroder Investment Management Group
United Kingdom
$758K
JWBC
352
J.W. Burns & Co
New York
$748K +$9.3K +325 +1%
EC
353
Estate Counselors
Wisconsin
$741K
MAM
354
Marquette Asset Management
Minnesota
$726K +$6.87K +240 +1%
CT
355
Cambridge Trust
Massachusetts
$725K +$35.8K +1,250 +5%
WCM
356
Wealthcare Capital Management
Virginia
$717K -$14K -490 -2%
SAM
357
Shamrock Asset Management
Texas
$703K +$703K +24,560 New
BHBT
358
Burke & Herbert Bank & Trust
Virginia
$678K +$145K +5,080 +27%
SFA
359
Sequoia Financial Advisors
Ohio
$676K +$28.9K +1,010 +4%
MLL
360
Moody Lynn & Lieberson
Massachusetts
$673K -$15.9K -555 -2%
AWA
361
Arete Wealth Advisors
Illinois
$665K -$72.1K -2,520 -10%
KCPG
362
Kavar Capital Partners Group
Kansas
$664K -$454K -15,865 -41%
RMCM
363
Reynders McVeigh Capital Management
Massachusetts
$652K +$1K +35 +0.2%
CCT
364
Country Club Trust
Missouri
$652K +$72.3K +2,525 +12%
ANB
365
Amarillo National Bank
Texas
$650K
RG
366
Rathbones Group
United Kingdom
$647K +$7.15K +250 +1%
RBC
367
Ronald Blue & Co
Georgia
$623K +$623K +21,775 New
EWA
368
EP Wealth Advisors
California
$621K +$16.6K +580 +3%
DSC
369
Duncker Streett & Co
Missouri
$614K -$24.5K -855 -4%
CAL
370
Capital Analysts LLC
Pennsylvania
$608K +$23.9K +835 +4%
WA
371
WFG Advisors
Texas
$602K +$65.4K +2,285 +12%
BB
372
Busey Bank
Illinois
$600K -$11.9K -415 -2%
JCM
373
Janney Capital Management
Pennsylvania
$596K +$230K +8,055 +63%
SNT
374
Security National Trust
West Virginia
$591K -$4.29K -150 -0.7%
RIA
375
Regal Investment Advisors
Michigan
$586K -$27.6K -965 -4%