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iShares Core S&P Mid-Cap ETF

707 hedge funds and large institutions have $18.1B invested in iShares Core S&P Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 299 increasing their positions, 204 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+71
Holders Change %
+11.16%
% of All Funds
18.57%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
3.47%
New
111
Increased
299
Reduced
204
Closed
29
Calls
$5.6M
Puts
$1.4M
Net Calls
+$4.2M
Net Calls Change
-$5.47M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
351
Concert Wealth Management
California
$1.51M +$93.3K +3,340 +7%
BRWA
352
B. Riley Wealth Advisors
Florida
$1.49M +$331K +11,885 +29%
CCM
353
Coldstream Capital Management
Washington
$1.48M -$1.32M -47,225 -47%
RPGK
354
Retirement Planning Group (Kansas)
Kansas
$1.46M +$27.4K +985 +2%
FFS
355
Founders Financial Securities
Maryland
$1.44M -$1.81K -65 -0.1%
HI
356
Horizon Investments
North Carolina
$1.44M -$557 -20 -0%
CCM
357
Colorado Capital Management
Colorado
$1.42M +$1.42M +50,940 New
MCWS
358
McKinley Carter Wealth Services
West Virginia
$1.38M +$286K +10,285 +26%
BG
359
Bahl & Gaynor
Ohio
$1.37M +$90K +3,230 +7%
CT
360
Cambridge Trust
Massachusetts
$1.36M -$327K -11,720 -19%
CL
361
Choreo LLC
Illinois
$1.35M +$2.65K +95 +0.2%
KIA
362
KCM Investment Advisors
California
$1.31M -$59.1K -2,120 -4%
SHJ
363
Sharkey, Howes & Javer
Colorado
$1.3M -$443K -15,885 -25%
WTC
364
WhitTier Trust Company
Nevada
$1.28M
VFA
365
Voya Financial Advisors
Connecticut
$1.27M +$252K +8,935 +25%
CWM
366
Calamos Wealth Management
Illinois
$1.26M +$820K +29,435 +189%
DT
367
Diversified Trust
Tennessee
$1.24M -$1.25M -44,965 -50%
BHIA
368
Birch Hill Investment Advisors
Massachusetts
$1.23M +$38.9K +1,395 +3%
WC
369
Whitnell & Co
Illinois
$1.22M
FCI
370
Financial Counselors Inc
Kansas
$1.21M +$594K +21,310 +97%
Invesco
371
Invesco
Georgia
$1.2M -$968K -34,755 -45%
BHBT
372
Burke & Herbert Bank & Trust
Virginia
$1.2M +$29.3K +1,050 +3%
STMM
373
South Texas Money Management
Texas
$1.19M +$13.1K +470 +1%
CIBC World Market
374
CIBC World Market
Ontario, Canada
$1.19M -$11.8K -425 -1%
WB
375
WesBanco Bank
West Virginia
$1.19M +$6.41K +230 +0.5%