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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 %
DWT
451
Dorsey & Whitney Trust
South Dakota
$272K
CNBT
452
Canandaigua National Bank & Trust
New York
$270K -$714 -25 -0.3%
CMP
453
Courage Miller Partners
Virginia
$265K -$4.29K -150 -2%
BFA
454
Bragg Financial Advisors
North Carolina
$265K
LC
455
Lourd Capital
California
$262K
KA
456
Kovack Advisors
Florida
$260K +$260K +9,080 New
RW
457
Rand Wealth
Maryland
$258K +$258K +9,010 New
PCM
458
Parsons Capital Management
Rhode Island
$256K -$1.43K -50 -0.6%
VDI
459
Vaughan David Investments
Illinois
$256K
AWM
460
Affinity Wealth Management
Delaware
$256K +$256K +8,930 New
KPCM
461
Kings Point Capital Management
New York
$246K +$179K +6,235 +265%
SIC
462
Salem Investment Counselors
North Carolina
$245K +$25.3K +885 +12%
OIA
463
Optimum Investment Advisors
Illinois
$243K +$6.88K +240 +3%
HB
464
Homrich & Berg
Georgia
$242K +$716 +25 +0.3%
MIC
465
Meridian Investment Counsel
California
$240K
WGCA
466
Wolf Group Capital Advisors
Virginia
$239K +$239K +8,360 New
WT
467
Washington Trust
Rhode Island
$237K +$237K +8,260 New
PGIM
468
Pacific Global Investment Management
California
$236K
AW
469
ACG Wealth
Georgia
$231K
WB
470
WesBanco Bank
West Virginia
$231K
BAM
471
Barrett Asset Management
New York
$229K
AMIM
472
Aull & Monroe Investment Management
Alabama
$229K +$3.58K +125 +2%
FFA
473
Fragasso Financial Advisors
Pennsylvania
$228K +$228K +7,985 New
T
474
Thomaspartners
Massachusetts
$227K
CHAM
475
Clear Harbor Asset Management
Connecticut
$227K +$227K +7,920 New