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iShares Core S&P Mid-Cap ETF

560 hedge funds and large institutions have $16.1B invested in iShares Core S&P Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 240 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+9
Holders Change %
+1.63%
% of All Funds
16.26%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.96%
New
44
Increased
240
Reduced
173
Closed
29
Calls
$21.9M
Puts
$3.31M
Net Calls
+$18.6M
Net Calls Change
-$7.31M
Name Holding Trade Value Shares
Change
Shares
Change %
BHBT
351
Burke & Herbert Bank & Trust
Virginia
$782K +$134K +4,900 +21%
MLL
352
Moody Lynn & Lieberson
Massachusetts
$780K +$137K +5,000 +21%
Two Sigma Advisers
353
Two Sigma Advisers
New York
$779K +$779K +28,500 New
MCC
354
Mid Continent Capital
Illinois
$778K -$11.9K -435 -2%
HCMT
355
Highland Capital Management (Tennessee)
Tennessee
$768K -$6.84K -250 -0.9%
CFA
356
Carroll Financial Associates
North Carolina
$764K
GJIC
357
Gamble Jones Investment Counsel
California
$744K -$130K -4,750 -15%
FIG
358
Fusion Investment Group
Pennsylvania
$744K -$53.3K -1,950 -7%
BBHC
359
Brown Brothers Harriman & Co
New York
$742K +$465K +16,985 +168%
CAL
360
Capital Analysts LLC
Pennsylvania
$740K +$159K +5,815 +27%
ST
361
Somerset Trust
Pennsylvania
$725K
Schroder Investment Management Group
362
Schroder Investment Management Group
United Kingdom
$725K
EC
363
Estate Counselors
Wisconsin
$708K
AMCA
364
Arthur M. Cohen & Associates
Illinois
$699K +$699K +19,545 New
MC
365
Moors & Cabot
Massachusetts
$697K -$118K -4,315 -14%
MAM
366
Marquette Asset Management
Minnesota
$694K
SFA
367
Sequoia Financial Advisors
Ohio
$691K +$45.5K +1,665 +7%
WCM
368
Wealthcare Capital Management
Virginia
$685K +$137 +5 +0%
PA
369
Pinnacle Associates
New York
$684K -$54.6K -1,995 -7%
EWA
370
EP Wealth Advisors
California
$658K +$64.8K +2,370 +11%
MFBTD
371
MB Financial Bank - Trust Department
Illinois
$643K +$302K +10,770 +89%
CT
372
CMT Trading
Illinois
$642K +$642K +23,485 New
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$638K -$250K -9,155 -28%
RMCM
374
Reynders McVeigh Capital Management
Massachusetts
$632K +$8.21K +300 +1%
ANB
375
Amarillo National Bank
Texas
$621K