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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 %
RG
376
Rathbones Group
United Kingdom
$619K
RBC
377
Ronald Blue & Co
Georgia
$596K
DSC
378
Duncker Streett & Co
Missouri
$573K -$13.4K -490 -2%
CCT
379
Country Club Trust
Missouri
$557K -$65.6K -2,400 -11%
WIL
380
Winifred I. Li
$554K
MCWS
381
McKinley Carter Wealth Services
West Virginia
$553K +$25.6K +935 +5%
BB
382
Busey Bank
Illinois
$550K -$23.8K -870 -4%
ST
383
Stifel Trust
Missouri
$549K
CBU
384
CIBC Bank USA
Illinois
$547K +$19.1K +700 +4%
DMS
385
Discretionary Management Services
Kansas
$533K
Bank of Nova Scotia
386
Bank of Nova Scotia
Ontario, Canada
$530K
Axa
387
Axa
France
$527K
BJL
388
Brighton Jones LLC
Washington
$522K +$33K +1,205 +7%
JCM
389
Janney Capital Management
Pennsylvania
$521K -$48.8K -1,785 -9%
BWAM
390
Boyd Watterson Asset Management
Ohio
$517K
MC
391
Miles Capital
Iowa
$511K +$3.83K +140 +0.8%
FWIA
392
Fort Washington Investment Advisors
Ohio
$510K
PWLP
393
Prio Wealth Limited Partnership
Massachusetts
$504K -$12.3K -450 -2%
PGFC
394
Peapack-Gladstone Financial Corp
New Jersey
$497K -$9.57K -350 -2%
KCPG
395
Kavar Capital Partners Group
Kansas
$495K -$140K -5,100 -22%
BCM
396
Brookmont Capital Management
Texas
$493K -$2.46K -90 -0.5%
BIM
397
Bridgecreek Investment Management
Oklahoma
$491K
OCG
398
Opus Capital Group
Ohio
$482K
CMO
399
Covenant Multifamily Offices
Texas
$472K
AWA
400
Arete Wealth Advisors
Illinois
$469K -$167K -6,115 -26%