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iShares Core S&P Mid-Cap ETF

529 hedge funds and large institutions have $13.4B invested in iShares Core S&P Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 183 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.29%
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.75%
New
47
Increased
214
Reduced
183
Closed
27
Calls
$20.3M
Puts
$5.63M
Net Calls
+$14.6M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BII
426
Bainco International Investors
Massachusetts
$268K -$546K -19,850 -67%
HC
427
HHG & Company
Connecticut
$266K
LIA
428
LS Investment Advisors
Michigan
$265K
TH
429
TCTC Holdings
Texas
$264K
TCOT
430
Trust Company of Toledo
Ohio
$264K +$48.1K +1,750 +22%
FSC
431
Fiduciary Services Corp
Georgia
$263K
CNBT
432
Canandaigua National Bank & Trust
New York
$261K -$68.2K -2,475 -21%
DWT
433
Dorsey & Whitney Trust
South Dakota
$261K
CMP
434
Courage Miller Partners
Virginia
$259K +$259K +9,425 New
BSW
435
Buckingham Strategic Wealth
Missouri
$258K +$17.2K +625 +7%
BFA
436
Bragg Financial Advisors
North Carolina
$254K
ANBT
437
American National Bank & Trust
Texas
$253K +$253K +9,215 New
LC
438
Lourd Capital
California
$252K
BRWM
439
B. Riley Wealth Management
Tennessee
$248K +$248K +9,030 New
PCM
440
Parsons Capital Management
Rhode Island
$247K -$176K -6,415 -42%
VDI
441
Vaughan David Investments
Illinois
$246K
FAAM
442
First Allied Asset Management
California
$241K -$338K -12,330 -58%
GP
443
Girard Partners
Pennsylvania
$241K -$41.2K -1,500 -15%
SAMT
444
Select Asset Management & Trust
Pennsylvania
$238K +$238K +8,665 New
LNWWM
445
Laird Norton Wetherby Wealth Management
California
$232K -$76.1K -2,770 -25%
HB
446
Homrich & Berg
Georgia
$232K -$26K -945 -10%
MIC
447
Meridian Investment Counsel
California
$231K
PGIM
448
Pacific Global Investment Management
California
$227K
OIA
449
Optimum Investment Advisors
Illinois
$226K
AW
450
ACG Wealth
Georgia
$222K