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iShares Core S&P Mid-Cap ETF

560 hedge funds and large institutions have $16.1B invested in iShares Core S&P Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 240 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+9
Holders Change %
+1.63%
% of All Funds
16.26%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.96%
New
44
Increased
240
Reduced
173
Closed
29
Calls
$21.9M
Puts
$3.31M
Net Calls
+$18.6M
Net Calls Change
-$7.31M
Name Holding Trade Value Shares
Change
Shares
Change %
CDIA
501
Capital Directions Investment Advisors
Georgia
$132K +$28.6K +1,000 +28%
TSW
502
Thompson Siegel & Walmsley
Virginia
$126K
SAM
503
Shamrock Asset Management
Texas
$124K -$550K -20,040 -82%
DIA
504
Davidson Investment Advisors
Montana
$123K +$57.7K +2,225 +88%
TCM
505
TD Capital Management
Tennessee
$117K -$13.3K -485 -10%
VIA
506
Vantage Investment Advisors
Pennsylvania
$115K -$2.73K -100 -2%
JWA
507
JFS Wealth Advisors
Pennsylvania
$113K +$56.8K +2,070 +101%
CWM
508
Cranbrook Wealth Management
Michigan
$110K
PIA
509
Peachtree Investment Advisors
Georgia
$109K +$109K +3,975 New
JG
510
Jefferies Group
New York
$108K +$108K +3,950 New
ZTNA
511
Zions Trust National Association
Utah
$106K
ECM
512
Exchange Capital Management
Michigan
$105K +$17K +625 +19%
CLOS
513
Compagnie Lombard Odier SCmA
Switzerland
$102K
ST
514
Smithfield Trust
Pennsylvania
$100K
M
515
MOTCO
Texas
$100K +$62.9K +2,295 +169%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$97K
SFSIG
517
San Francisco Sentry Investment Group
California
$96K
OCM
518
One Capital Management
California
$93K +$93K +3,385 New
BBPWM
519
Blue Bell Private Wealth Management
Pennsylvania
$92K
VFA
520
Virtus Fund Advisers
Connecticut
$86K -$401K -14,635 -82%
FANJ
521
Financial Architects (New Jersey)
New Jersey
$81K +$20.5K +750 +34%
AWM
522
Avior Wealth Management
Nebraska
$78K +$137 +5 +0.2%
OC
523
Oakworth Capital
Alabama
$78K +$78K +2,700 New
WF
524
WealthTrust Fairport
Ohio
$75K
SCA
525
Strategic Capital Alternatives
United States
$72K +$72K +2,640 New