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iShares Core S&P Mid-Cap ETF

632 hedge funds and large institutions have $17.9B invested in iShares Core S&P Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 304 increasing their positions, 188 reducing their positions, and 30 closing their positions.

Holders
632
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
17.04%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
3.24%
New
46
Increased
304
Reduced
188
Closed
30
Calls
$12.8M
Puts
$6.34M
Net Calls
+$6.48M
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
51
Wilmington Savings Fund Society
Delaware
$40.4M -$621K -20,695 -2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$40.1M +$40.1M +1,336,215 New
SHGA
53
Sand Hill Global Advisors
California
$38.3M -$55.2K -1,840 -0.1%
MWM
54
Modera Wealth Management
New Jersey
$38.2M -$561K -18,710 -1%
SWP
55
Stratos Wealth Partners
Ohio
$38M -$2.94M -98,070 -7%
Lazard Asset Management
56
Lazard Asset Management
New York
$38M -$7.97M -265,655 -17%
LWA
57
Lenox Wealth Advisors
New York
$37.8M -$2.6M -86,640 -6%
NG
58
NatWest Group
United Kingdom
$37.8M -$1.78M -59,420 -5%
CIA
59
Capital Investment Advisors
Georgia
$37.1M +$1.95M +65,045 +6%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$37.1M +$2.7M +89,965 +8%
BPB
61
Badgley, Phelps & Bell
Washington
$37.1M -$44.5K -1,485 -0.1%
EB
62
Eastern Bank
Massachusetts
$36.1M -$541K -18,025 -1%
PFM
63
Phillips Financial Management
Indiana
$35.7M +$341K +11,335 +1%
BP
64
Ballentine Partners
Massachusetts
$35.6M -$811K -27,040 -2%
CNB
65
City National Bank
California
$35.4M -$677K -22,585 -2%
DIP
66
DT Investment Partners
Pennsylvania
$34.4M +$1.09M +36,420 +3%
Principal Financial Group
67
Principal Financial Group
Iowa
$34.4M +$489K +16,290 +1%
SMM
68
Stadion Money Management
Georgia
$34M -$36.8M -1,227,455 -52%
AFG
69
Arkansas Financial Group
Arkansas
$33.2M +$1.31M +43,665 +4%
SOMRS
70
State of Michigan Retirement System
Michigan
$33.2M +$5.4M +180,000 +19%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$32.9M +$1.16M +38,585 +4%
NMIS
72
Northwestern Mutual Investment Services
Wisconsin
$32.5M +$3.92M +130,665 +14%
BFA
73
BlackRock Fund Advisors
California
$32.3M +$2.04M +67,855 +7%
Truist Financial
74
Truist Financial
North Carolina
$31.6M +$4.75M +158,390 +18%
PA
75
Planning Alternatives
Michigan
$31.4M +$606K +20,195 +2%