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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 %
WCWM
401
Wooster Corthell Wealth Management
Connecticut
$1M
IWM
402
Integrated Wealth Management
California
$996K +$2.65K +95 +0.3%
CIA
403
CCM Investment Advisers
South Carolina
$993K -$81.4K -2,925 -8%
WAM
404
Weatherly Asset Management
California
$975K -$11.3K -405 -1%
Millennium Management
405
Millennium Management
New York
$971K -$515K -18,505 -35%
TCOT
406
Trust Company of Toledo
Ohio
$959K -$92.3K -3,315 -9%
NFG
407
Nations Financial Group
Iowa
$929K +$929K +33,350 New
CCG
408
Cypress Capital Group
Florida
$915K -$43.9K -1,575 -5%
DC
409
Davenport & Co
Virginia
$912K +$348K +12,505 +62%
RWA
410
Ropes Wealth Advisors
Massachusetts
$909K +$338K +12,130 +59%
HCA
411
Harbour Capital Advisors
Virginia
$901K +$901K +32,335 New
FIG
412
Fusion Investment Group
Pennsylvania
$890K +$1.53K +55 +0.2%
NC
413
NewSquare Capital
Pennsylvania
$884K -$134K -4,805 -13%
CAL
414
Capital Analysts LLC
Pennsylvania
$884K +$96K +3,445 +12%
OMC
415
Overbrook Management Corp
New York
$870K
PA
416
Pinnacle Associates
New York
$862K +$124K +4,445 +17%
BP
417
BBR Partners
New York
$860K -$14.9K -535 -2%
AIA
418
Alerus Investment Advisors
Minnesota
$853K +$850K +30,540 +33,933%
CFA
419
Carroll Financial Associates
North Carolina
$834K -$27.8K -1,000 -3%
FA
420
FC Advisory
Pennsylvania
$833K +$171K +6,130 +26%
AFWA
421
Ancora Family Wealth Advisors
Ohio
$830K
C
422
CFO4Life
Texas
$830K +$211K +7,560 +34%
RWA
423
River Wealth Advisors
Pennsylvania
$825K +$825K +29,625 New
HCMT
424
Highland Capital Management (Tennessee)
Tennessee
$805K +$1.39K +50 +0.2%
BAS
425
Brown Advisory Securities
Maryland
$802K +$300K +10,755 +60%