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iShares Core S&P Mid-Cap ETF

636 hedge funds and large institutions have $16.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
17.78%
Holding in Top 10
115
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.17%
% of All Funds
3.21%
New
45
Increased
278
Reduced
210
Closed
36
Calls
$13M
Puts
$3.31M
Net Calls
+$9.67M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
LAIC
526
Lederer & Associates Investment Counsel
California
$259K
GIA
527
Granite Investment Advisors
New Hampshire
$257K +$13.7K +500 +6%
DSAM
528
Dock Street Asset Management
Florida
$254K -$3.02M -110,670 -92%
BA
529
BKS Advisors
Michigan
$252K
IIM
530
Ipswich Investment Management
Massachusetts
$249K +$249K +9,105 New
SIG
531
Stanford Investment Group
California
$245K -$129K -4,715 -34%
FG
532
Fiduciary Group
Georgia
$245K -$14.9K -545 -6%
TH
533
TCTC Holdings
Texas
$242K +$24.6K +900 +11%
VIA
534
Vantage Investment Advisors
Pennsylvania
$241K +$65.7K +2,400 +37%
LC
535
Lourd Capital
California
$240K
GA
536
Geneva Advisors
Illinois
$240K +$240K +8,775 New
MIC
537
Meridian Investment Counsel
California
$230K
CWM
538
Confluence Wealth Management
Oregon
$229K -$119K -4,370 -34%
BAM
539
Barrett Asset Management
New York
$229K
AMIM
540
Aull & Monroe Investment Management
Alabama
$228K
PGIM
541
Pacific Global Investment Management
California
$225K
CLOS
542
Compagnie Lombard Odier SCmA
Switzerland
$225K +$43.8K +1,600 +24%
OIA
543
Optimum Investment Advisors
Illinois
$225K +$225K +8,250 New
CIC
544
Carnegie Investment Counsel
Ohio
$223K
MCM
545
MV Capital Management
Maryland
$223K +$1.78K +65 +0.8%
PWM
546
Perigon Wealth Management
California
$220K -$209K -7,670 -49%
AW
547
ACG Wealth
Georgia
$220K -$35.8K -1,310 -14%
BCP
548
Blue Chip Partners
Michigan
$219K
JPTCCM
549
J.P. Turner & Co Capital Management
Georgia
$218K -$57.4K -2,120 -21%
HB
550
Homrich & Berg
Georgia
$218K -$27.3K -1,000 -11%