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iShares Core S&P Mid-Cap ETF

624 hedge funds and large institutions have $17.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 292 increasing their positions, 184 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+25
Holders Change %
+4.17%
% of All Funds
16.64%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
3.04%
New
63
Increased
292
Reduced
184
Closed
30
Calls
$9.18M
Puts
$6.82M
Net Calls
+$2.35M
Net Calls Change
-$930K
Name Holding Trade Value Shares
Change
Shares
Change %
AA
476
Ancora Advisors
Ohio
$418K -$459K -15,850 Closed
SIG
477
Stanford Investment Group
California
$416K -$77K -2,535 -16%
PWM
478
Perigon Wealth Management
California
$412K +$1.07K +35 +0.3%
JIC
479
Joel Isaacson & Co
New York
$407K -$107K -3,520 -21%
CT
480
Coastline Trust
Rhode Island
$407K +$4.56K +150 +1%
SCA
481
Salient Capital Advisors
Texas
$404K -$289K -9,520 -42%
SCM
482
Stonehearth Capital Management
Massachusetts
$403K -$13.3M -438,090 -97%
JMFC
483
J.M. Forbes & Co
Massachusetts
$403K -$2.13K -70 -0.5%
PAS
484
Partnervest Advisory Services
California
$399K -$476K -15,645 -54%
BSW
485
Buckingham Strategic Wealth
Missouri
$395K +$13.4K +440 +4%
VDI
486
Vaughan David Investments
Illinois
$395K +$102K +3,345 +35%
ABC
487
Associated Banc-Corp
Wisconsin
$392K -$32.7K -1,075 -8%
WB
488
WesBanco Bank
West Virginia
$388K -$35.6K -1,170 -8%
MPI
489
Mairs & Power Inc
Minnesota
$388K
JWM
490
Jacobus Wealth Management
Wisconsin
$383K
HCC
491
Hirtle Callaghan & Co
Pennsylvania
$380K
WT
492
Washington Trust
Rhode Island
$379K +$379K +12,475 New
CWM
493
Confluence Wealth Management
Oregon
$377K +$1.67K +55 +0.4%
Toronto Dominion Bank
494
Toronto Dominion Bank
Ontario, Canada
$369K -$101K -3,325 -22%
WJA
495
Williams Jones & Associates
New York
$368K -$30.2K -995 -8%
CMP
496
Courage Miller Partners
Virginia
$357K +$78.2K +2,570 +28%
KPCM
497
Kings Point Capital Management
New York
$356K +$5.92K +195 +2%
CPA
498
Capital Planning Advisors
California
$349K +$349K +11,475 New
GWS
499
Glassman Wealth Services
Virginia
$343K
MFBTD
500
MB Financial Bank - Trust Department
Illinois
$338K -$115K -3,770 -25%