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iShares Core S&P Mid-Cap ETF

636 hedge funds and large institutions have $16.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
17.78%
Holding in Top 10
115
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.17%
% of All Funds
3.21%
New
45
Increased
278
Reduced
210
Closed
36
Calls
$13M
Puts
$3.31M
Net Calls
+$9.67M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
351
Canal Capital Management
Virginia
$1.15M +$679K +24,850 +143%
BHBT
352
Burke & Herbert Bank & Trust
Virginia
$1.14M +$128K +4,705 +13%
BRWA
353
B. Riley Wealth Advisors
Florida
$1.13M -$1.46M -53,370 -56%
GCA
354
Greenwood Capital Associates
South Carolina
$1.09M -$238K -8,700 -18%
1IA
355
1834 Investment Advisors
Wisconsin
$1.08M +$83.3K +3,050 +8%
MCWS
356
McKinley Carter Wealth Services
West Virginia
$1.08M -$124K -4,530 -10%
SFM
357
Signature Financial Management
Virginia
$1.07M -$77.9K -2,850 -7%
Jane Street
358
Jane Street
New York
$1.07M +$652K +23,895 +158%
AWA
359
Arete Wealth Advisors
Illinois
$1.06M +$45.2K +1,655 +4%
PCMK
360
Paragon Capital Management (Kansas)
Kansas
$1.06M +$1.06M +38,625 New
CIA
361
CCM Investment Advisers
South Carolina
$1.05M -$263K -9,625 -20%
ASN
362
Advisory Services Network
Georgia
$1.05M -$83.7K -3,065 -7%
FNBT
363
FineMark National Bank & Trust
Florida
$1.04M -$5.46K -200 -0.5%
TCOT
364
Trust Company of Toledo
Ohio
$1.03M -$13.7K -500 -1%
EFS
365
Essex Financial Services
Connecticut
$1.03M +$47.1K +1,725 +5%
SHWM
366
Smith & Howard Wealth Management
Georgia
$1.01M
TNBTD
367
Trustmark National Bank Trust Department
Mississippi
$1M +$57.6K +2,110 +6%
NC
368
NewSquare Capital
Pennsylvania
$998K -$12.4K -455 -1%
HW
369
Hancock Whitney
Mississippi
$991K -$143K -5,230 -13%
WCWM
370
Wooster Corthell Wealth Management
Connecticut
$985K
CBT
371
Central Bank & Trust
Kentucky
$977K +$228K +8,350 +30%
IWM
372
Integrated Wealth Management
California
$974K
VFA
373
Voya Financial Advisors
Connecticut
$973K +$73.6K +2,730 +8%
WAM
374
Weatherly Asset Management
California
$967K -$2.05K -75 -0.2%
CBU
375
CIBC Bank USA
Illinois
$949K +$18K +660 +2%