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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 %
JFGIW
426
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K
WP
427
WMS Partners
Maryland
$361K -$11.5K -420 -3%
LNWWM
428
Laird Norton Wetherby Wealth Management
California
$346K
JWM
429
Jacobus Wealth Management
Wisconsin
$344K
RCM
430
Rotella Capital Management
Washington
$342K -$410K -15,000 -55%
WJA
431
Williams Jones & Associates
New York
$340K -$113K -4,125 -25%
AA
432
Ancora Advisors
Ohio
$337K
CWM
433
Confluence Wealth Management
Oregon
$337K +$958 +35 +0.3%
TIA
434
Tiemann Investment Advisors
California
$332K -$3.97K -145 -1%
FSIM
435
F-Squared Investment Management
Massachusetts
$325K +$325K +11,870 New
MC
436
Middleton & Co
Massachusetts
$322K
GIA
437
Guyasuta Investment Advisors
Pennsylvania
$318K -$2.05K -75 -0.6%
TIM
438
Tortoise Investment Management
New York
$315K
Verition Fund Management
439
Verition Fund Management
Connecticut
$315K +$315K +11,500 New
BSW
440
Buckingham Strategic Wealth
Missouri
$313K
OPCM
441
Osborne Partners Capital Management
California
$312K +$312K +11,400 New
BFO
442
Boston Family Office
Massachusetts
$310K
BO
443
BRR OpCo
Ohio
$309K +$309K +11,305 New
PWM
444
Perigon Wealth Management
California
$306K -$22.3K -815 -7%
TCB
445
Texas Capital Bancshares
Texas
$292K
GIA
446
Granite Investment Advisors
New Hampshire
$287K -$6.83K -250 -2%
CHC
447
City Holding Co
West Virginia
$283K
ASN
448
Advisory Services Network
Georgia
$279K -$139K -5,065 -33%
FWSM
449
First Wilshire Securities Management
California
$273K +$273K +10,000 New
HC
450
HHG & Company
Connecticut
$270K +$5.05K +185 +2%