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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 %
WIL
376
Winifred I. Li
$580K
BII
377
Bainco International Investors
Massachusetts
$579K +$300K +10,500 +108%
ST
378
Stifel Trust
Missouri
$574K
FAAM
379
First Allied Asset Management
California
$559K +$307K +10,730 +122%
DMS
380
Discretionary Management Services
Kansas
$558K
DIA
381
Dana Investment Advisors
Wisconsin
$554K +$10.7K +375 +2%
CBU
382
CIBC Bank USA
Illinois
$553K +$51.1K +1,785 +10%
MCWS
383
McKinley Carter Wealth Services
West Virginia
$552K -$12.6K -440 -2%
Axa
384
Axa
France
$552K
Bank of Nova Scotia
385
Bank of Nova Scotia
Ontario, Canada
$551K -$1.13M -39,585 -67%
BWAM
386
Boyd Watterson Asset Management
Ohio
$541K
PWLP
387
Prio Wealth Limited Partnership
Massachusetts
$540K +$4.57K +160 +0.9%
FWIA
388
Fort Washington Investment Advisors
Ohio
$534K -$19.3K -675 -3%
MC
389
Miles Capital
Iowa
$531K -$2K -70 -0.4%
PGFC
390
Peapack-Gladstone Financial Corp
New Jersey
$530K +$61K +2,130 +13%
DT
391
Diversified Trust
Tennessee
$522K +$522K +18,245 New
BCM
392
Brookmont Capital Management
Texas
$518K -$6.73K -235 -1%
BIM
393
Bridgecreek Investment Management
Oklahoma
$513K
BJL
394
Brighton Jones LLC
Washington
$512K +$18.8K +655 +4%
VFA
395
Virtus Fund Advisers
Connecticut
$509K +$509K +17,770 New
OCG
396
Opus Capital Group
Ohio
$504K -$78.6K -2,750 -13%
CMO
397
Covenant Multifamily Offices
Texas
$494K +$483K +16,880 +4,328%
WJA
398
Williams Jones & Associates
New York
$473K -$701K -24,535 -60%
SCM
399
Steward Capital Management
Michigan
$473K -$50.2K -1,750 -10%
YP
400
Yellowstone Partners
Idaho
$472K -$30.2K -1,055 -6%