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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 %
SMG
501
Spectrum Management Group
Indiana
$38K
DA
502
Dunvegan Associates
California
$38K +$38K +1,385 New
BBPWM
503
Blue Bell Private Wealth Management
Pennsylvania
$37K
PFA
504
Paradigm Financial Advisors
Missouri
$36K
CFN
505
Cordasco Financial Network
Florida
$35K -$29.1K -1,045 -45%
WOC
506
West Oak Capital
California
$34.4K
WEC
507
Winslow Evans & Crocker
Massachusetts
$31.5K
FCCM
508
First City Capital Management
Georgia
$27.5K +$27.5K +100 New
BWFA
509
Baltimore-Washington Financial Advisors
Maryland
$27K +$27K +1,000 New
RFA
510
Reilly Financial Advisors
California
$23K
S
511
SignatureFD
Georgia
$22K
FBT
512
Founders Bank & Trust
Michigan
$21K
CG
513
Colony Group
Massachusetts
$18K -$37.7K -1,360 -68%
Parallax Volatility Advisers
514
Parallax Volatility Advisers
California
$14K +$14K +495 New
ACS
515
Archford Capital Strategies
Illinois
$13.1K +$13.1K +475 New
TAIM
516
TD Ameritrade Investment Management
Nebraska
$12K +$12K +450 New
JA
517
JOYN Advisors
Georgia
$11K -$407K -15,350 -97%
CMO
518
Covenant Multifamily Offices
Texas
$11K
AFIA
519
America First Investment Advisors
Nebraska
$11K
CCS
520
Crosspoint Capital Strategies
California
$11K
TCM
521
Tradewinds Capital Management
Washington
$10K
GAM
522
Gemmer Asset Management
California
$10K +$10K +355 New
HI
523
Hudock Inc
Pennsylvania
$9K
MIM
524
Macroview Investment Management
Maryland
$9K +$2.08K +75 +30%
TWA
525
TCI Wealth Advisors
Arizona
$7K