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iShares Core S&P Mid-Cap ETF

707 hedge funds and large institutions have $18.1B invested in iShares Core S&P Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 299 increasing their positions, 204 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+71
Holders Change %
+11.16%
% of All Funds
18.57%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
3.47%
New
111
Increased
299
Reduced
204
Closed
29
Calls
$5.6M
Puts
$1.4M
Net Calls
+$4.2M
Net Calls Change
-$5.47M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
526
Coastline Trust
Rhode Island
$414K +$50.9K +1,825 +14%
BSW
527
Buckingham Strategic Wealth
Missouri
$410K +$16.1K +580 +4%
CG
528
Colony Group
Massachusetts
$406K -$8.78K -315 -2%
BC
529
Bartlett & Co
Ohio
$401K
FANJ
530
Financial Architects (New Jersey)
New Jersey
$401K +$11K +395 +3%
FWSM
531
First Wilshire Securities Management
California
$390K
CIC
532
Carnegie Investment Counsel
Ohio
$390K +$186K +7,140 +91%
SC
533
Savant Capital
Illinois
$388K -$25.7K -920 -6%
CWM
534
Cranbrook Wealth Management
Michigan
$388K +$276K +9,915 +246%
LNB
535
Ledyard National Bank
$387K +$333K +11,975 +622%
WTB
536
Washington Trust Bank
Washington
$380K +$2.79K +100 +0.7%
WP
537
WMS Partners
Maryland
$376K +$2.93K +105 +0.8%
PSUF
538
People's United Financial
Connecticut
$375K
JIC
539
Joel Isaacson & Co
New York
$374K
GKWIM
540
Gerber Kawasaki Wealth & Investment Management
California
$372K +$372K +13,365 New
HCIA
541
Hochman Cole Investment Advisors
Illinois
$371K +$371K +13,320 New
YP
542
Yellowstone Partners
Idaho
$365K -$105K -3,775 -22%
PAS
543
Partnervest Advisory Services
California
$363K -$24.5K -880 -6%
MPI
544
Mairs & Power Inc
Minnesota
$356K
AssetMark Inc
545
AssetMark Inc
California
$355K +$296K +10,630 +505%
WJA
546
Williams Jones & Associates
New York
$354K -$31.1K -1,115 -8%
MCM
547
MV Capital Management
Maryland
$354K +$127K +4,565 +56%
RC
548
RBO & Co
California
$352K +$352K +12,625 New
EAM
549
Evanson Asset Management
California
$346K
PFBT
550
Parkside Financial Bank & Trust
Missouri
$343K