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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 %
JWM
426
Jacobus Wealth Management
Wisconsin
$360K
AA
427
Ancora Advisors
Ohio
$352K -$7.15K -250 -2%
TIA
428
Tiemann Investment Advisors
California
$351K -$2.15K -75 -0.6%
CWM
429
Confluence Wealth Management
Oregon
$351K +$10.7K +375 +3%
MFBTD
430
MB Financial Bank - Trust Department
Illinois
$348K +$23.3K +815 +7%
PWM
431
Perigon Wealth Management
California
$344K -$2.58K -90 -0.7%
SAM
432
Silvercrest Asset Management
New York
$343K +$343K +12,000 New
MC
433
Middleton & Co
Massachusetts
$337K -$458K -16,025 -58%
GIA
434
Guyasuta Investment Advisors
Pennsylvania
$335K -$10.9K -380 -3%
TIM
435
Tortoise Investment Management
New York
$329K
BSW
436
Buckingham Strategic Wealth
Missouri
$328K +$59K +2,060 +22%
BRWM
437
B. Riley Wealth Management
Tennessee
$327K +$69.1K +2,420 +27%
BFO
438
Boston Family Office
Massachusetts
$324K
WSTAM
439
Wilbanks Smith & Thomas Asset Management
Virginia
$322K +$322K +11,255 New
GIA
440
Granite Investment Advisors
New Hampshire
$308K -$20.1K -700 -6%
TCB
441
Texas Capital Bancshares
Texas
$306K
BBHC
442
Brown Brothers Harriman & Co
New York
$290K +$134K +4,685 +86%
CHC
443
City Holding Co
West Virginia
$283K +$684 +25 +0.2%
AWS
444
Aris Wealth Services
Pennsylvania
$280K +$280K +9,785 New
ABC
445
Associated Banc-Corp
Wisconsin
$279K -$107K -3,740 -28%
DP
446
Dearborn Partners
Illinois
$279K +$286 +10 +0.1%
HC
447
HHG & Company
Connecticut
$278K +$716 +25 +0.3%
LIA
448
LS Investment Advisors
Michigan
$275K
TH
449
TCTC Holdings
Texas
$275K
FSC
450
Fiduciary Services Corp
Georgia
$274K