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iShares Core S&P Mid-Cap ETF

512 hedge funds and large institutions have $15.6B invested in iShares Core S&P Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 221 increasing their positions, 138 reducing their positions, and 18 closing their positions.

Holders
512
Holders Change
+61
Holders Change %
+13.53%
% of All Funds
14.87%
Holding in Top 10
95
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
84
Increased
221
Reduced
138
Closed
18
Calls
$14.1M
Puts
$12.1M
Net Calls
+$1.99M
Net Calls Change
+$18M
Name Market Value Shares Shares
Change
Shares
Change %
WSFS
51
Wilmington Savings Fund Society
Delaware
$37.7M 281,615 -1,565 -0.6%
MWM
52
Modera Wealth Management
New Jersey
$35.2M 263,151 +12,847 +5%
CFG
53
CKW Financial Group
Hawaii
$35.1M 261,939 +261,939 New
Principal Financial Group
54
Principal Financial Group
Iowa
$34.5M 257,675 +4,900 +2%
DIP
55
DT Investment Partners
Pennsylvania
$33.8M 252,612 -8,447 -3%
BPB
56
Badgley, Phelps & Bell
Washington
$32.5M 243,142 -1,007 -0.4%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$32.5M 242,684 +38,170 +19%
DWM
58
Destination Wealth Management
California
$31.2M 233,053 -3,355 -1%
PFM
59
Phillips Financial Management
Indiana
$30.7M 230,581 -1,601 -0.7%
Invesco
60
Invesco
Georgia
$30.6M 228,557 -10,451 -4%
WT
61
Wilmington Trust
Delaware
$30.5M 227,872 +29,866 +15%
SHGA
62
Sand Hill Global Advisors
California
$29.4M 219,565 -66,480 -23%
LWA
63
Lenox Wealth Advisors
New York
$29M 216,383 +16,994 +9%
NEAM
64
New England Asset Management
Connecticut
$28.9M 216,100
WCM
65
Weatherstone Capital Management
Colorado
$28.2M 211,240 +211,240 New
TAT
66
TD Ameritrade Trust
Colorado
$27.8M 208,407 +5,372 +3%
AFG
67
Arkansas Financial Group
Arkansas
$27.6M 206,499 +206,499 New
TCT
68
TIAA CREF Trust
Missouri
$26.2M 196,005 +14,639 +8%
CIA
69
Capital Investment Advisors
Georgia
$26.2M 195,862 +195,862 New
BUB
70
BBVA USA Bancshares
Texas
$25.9M 193,601 -65 -0%
FAAS
71
First Allied Advisory Services
California
$25.8M 192,769 +183,752 +2,038%
US Bancorp
72
US Bancorp
Minnesota
$25.6M 191,068 +16,158 +9%
FMWA
73
Forvis Mazars Wealth Advisors
Missouri
$25.2M 188,258 -3,804 -2%
MS
74
Madison Scottsdale
Arizona
$23.9M 178,756 +7,600 +4%
BSB
75
Bangor Savings Bank
Maine
$23.3M 174,369 +2,482 +1%