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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 %
HHGA
526
Halbert Hargrove Global Advisors
California
$67K +$67K +2,435 New
SF
527
Synovus Financial
Georgia
$66K
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K
AllianceBernstein
529
AllianceBernstein
Tennessee
$64K -$149K -5,445 -70%
AP
530
Atwood & Palmer
Missouri
$60K +$60K +2,195 New
AssetMark Inc
531
AssetMark Inc
California
$56K -$1.23K -45 -2%
PO
532
Private Ocean
California
$54K +$136 +5 +0.3%
FAM
533
Formidable Asset Management
Ohio
$53K
GI
534
Gradient Investments
Minnesota
$52K
IFWM
535
Institute for Wealth Management
Colorado
$51K +$51K +1,855 New
BWFA
536
Baltimore-Washington Financial Advisors
Maryland
$50K +$22.4K +810 +81%
ACS
537
Archford Capital Strategies
Illinois
$46K +$16.9K +610 +58%
NG
538
NatWest Group
United Kingdom
$38.8K -$1.75K -63,840 -4%
DA
539
Dunvegan Associates
California
$38K
SMG
540
Spectrum Management Group
Indiana
$38K
LNB
541
Ledyard National Bank
$36K -$6.82K -250 -16%
RFA
542
Reilly Financial Advisors
California
$35K -$2.75K -100 -7%
WOC
543
West Oak Capital
California
$34.2K
CFN
544
Cordasco Financial Network
Florida
$34K
WEC
545
Winslow Evans & Crocker
Massachusetts
$31.3K +$136 +5 +0.4%
EFSCE
546
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
CA
547
CapWealth Advisors
Tennessee
$23K +$23K +840 New
Parallax Volatility Advisers
548
Parallax Volatility Advisers
California
$22K -$11.3K -405 -34%
FBT
549
Founders Bank & Trust
Michigan
$21K
TWA
550
TCI Wealth Advisors
Arizona
$13K