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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 %
CDIA
501
Capital Directions Investment Advisors
Georgia
$104K
JIC
502
Joel Isaacson & Co
New York
$103K
BFEC
503
Benjamin F. Edwards & Company
Missouri
$101K
SFSIG
504
San Francisco Sentry Investment Group
California
$100K
BBPWM
505
Blue Bell Private Wealth Management
Pennsylvania
$96K +$57.3K +2,000 +148%
ECM
506
Exchange Capital Management
Michigan
$92K +$12.5K +440 +16%
NFG
507
Next Financial Group
Texas
$83K +$83K +3,025 New
AWM
508
Avior Wealth Management
Nebraska
$81K +$143 +5 +0.2%
WF
509
WealthTrust Fairport
Ohio
$78K -$19.3K -675 -20%
DIA
510
Davidson Investment Advisors
Montana
$72K
SF
511
Synovus Financial
Georgia
$68K -$3.54K -125 -5%
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K
FANJ
513
Financial Architects (New Jersey)
New Jersey
$64K +$64K +2,220 New
AssetMark Inc
514
AssetMark Inc
California
$60K -$1.44K -50 -2%
FTUS
515
Flow Traders U.S.
New York
$59K -$719K -24,980 -92%
JWA
516
JFS Wealth Advisors
Pennsylvania
$59K +$59K +2,045 New
PO
517
Private Ocean
California
$57K +$144 +5 +0.3%
GI
518
Gradient Investments
Minnesota
$54K -$18.5K -650 -25%
FAM
519
Formidable Asset Management
Ohio
$53K
LNB
520
Ledyard National Bank
$45K
TAM
521
Tocqueville Asset Management
New York
$43K +$43K +1,500 New
DA
522
Dunvegan Associates
California
$40K
SMG
523
Spectrum Management Group
Indiana
$40K
RFA
524
Reilly Financial Advisors
California
$40K +$16K +550 +67%
M
525
MOTCO
Texas
$38K -$17.1K -610 -31%