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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 %
ST
476
Smithfield Trust
Pennsylvania
$101K +$2.21K +80 +2%
CDIA
477
Capital Directions Investment Advisors
Georgia
$100K
JIC
478
Joel Isaacson & Co
New York
$99K
BFEC
479
Benjamin F. Edwards & Company
Missouri
$97K +$37.5K +1,370 +63%
SFSIG
480
San Francisco Sentry Investment Group
California
$96K -$10.3K -375 -10%
WF
481
WealthTrust Fairport
Ohio
$93K +$18.5K +675 +25%
AWM
482
Avior Wealth Management
Nebraska
$78K +$78K +2,830 New
ECM
483
Exchange Capital Management
Michigan
$77K +$77K +2,790 New
GI
484
Gradient Investments
Minnesota
$70K +$7.14K +260 +11%
SF
485
Synovus Financial
Georgia
$69K -$41.7K -1,525 -38%
VCM
486
Vigilant Capital Management
Maine
$69K -$30.6K -1,110 -31%
EFSCE
487
Enterprise Financial Services Corp (EFSC)
Missouri
$69K
DIA
488
Davidson Investment Advisors
Montana
$69K
HHGA
489
Halbert Hargrove Global Advisors
California
$67K +$67K +2,435 New
LWCFA
490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K
KPCM
491
Kings Point Capital Management
New York
$65K +$27.1K +980 +72%
IWC
492
Integrated Wealth Counsel
California
$62K -$4.57M -165,895 -99%
AssetMark Inc
493
AssetMark Inc
California
$59K -$827 -30 -1%
IAS
494
INR Advisory Services
Pennsylvania
$59K
M
495
MOTCO
Texas
$54K -$155K -5,635 -74%
PO
496
Private Ocean
California
$54K
AllianceBernstein
497
AllianceBernstein
Tennessee
$51K +$51K +1,840 New
FAM
498
Formidable Asset Management
Ohio
$50K +$33.7K +1,250 +207%
LNB
499
Ledyard National Bank
$43K
LFG
500
LifePlan Financial Group
Ohio
$39K -$1.36K -50 -3%