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iShares Core S&P Mid-Cap ETF

599 hedge funds and large institutions have $16.5B invested in iShares Core S&P Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 262 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+39
Holders Change %
+6.96%
% of All Funds
15.99%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
2.78%
New
90
Increased
262
Reduced
167
Closed
42
Calls
$20M
Puts
$16.7M
Net Calls
+$3.28M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
451
Tortoise Investment Management
New York
$411K +$77.9K +2,690 +23%
SC
452
Savant Capital
Illinois
$410K +$3.48K +120 +0.9%
FWSM
453
First Wilshire Securities Management
California
$405K +$116K +4,000 +40%
ABC
454
Associated Banc-Corp
Wisconsin
$405K +$122K +4,225 +43%
WB
455
WesBanco Bank
West Virginia
$404K +$129K +4,460 +47%
JMFC
456
J.M. Forbes & Co
Massachusetts
$393K +$393K +13,315 New
PWM
457
Perigon Wealth Management
California
$391K +$66.6K +2,300 +21%
CAL
458
Capital Advisors Ltd
Ohio
$387K +$116K +4,005 +43%
DC
459
Davenport & Co
Virginia
$386K -$15.2K -525 -4%
Parallax Volatility Advisers
460
Parallax Volatility Advisers
California
$386K +$363K +12,535 +1,587%
CT
461
Coastline Trust
Rhode Island
$384K
WP
462
WMS Partners
Maryland
$382K
WJA
463
Williams Jones & Associates
New York
$380K +$20K +690 +6%
HT
464
HighTower Trust
Texas
$375K +$375K +12,955 New
MPI
465
Mairs & Power Inc
Minnesota
$370K +$370K +12,775 New
JWM
466
Jacobus Wealth Management
Wisconsin
$365K
BSW
467
Buckingham Strategic Wealth
Missouri
$363K +$31.5K +1,090 +10%
HCC
468
Hirtle Callaghan & Co
Pennsylvania
$362K +$362K +12,500 New
CWM
469
Confluence Wealth Management
Oregon
$358K +$1.16K +40 +0.3%
HC
470
HHG & Company
Connecticut
$348K +$62.1K +2,145 +22%
KPCM
471
Kings Point Capital Management
New York
$334K +$79.8K +2,755 +31%
Jane Street
472
Jane Street
New York
$330K -$7.01M -241,845 -96%
TIA
473
Tiemann Investment Advisors
California
$330K -$21.4K -740 -6%
GWS
474
Glassman Wealth Services
Virginia
$326K +$326K +11,270 New
GIA
475
Guyasuta Investment Advisors
Pennsylvania
$317K -$20.1K -695 -6%