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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.

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 Market Value Shares Shares
Change
Shares
Change %
GHA
51
GW Henssler & Associates
Georgia
$41.9M 1,502,865 -121,000 -7%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$41M 1,469,880 -15,170 -1%
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$40.5M 1,453,585 +1,003,995 +223%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$40.2M 1,442,230 +196,635 +16%
LWA
55
Lenox Wealth Advisors
New York
$39.5M 1,419,315 +26,775 +2%
Goldman Sachs
56
Goldman Sachs
New York
$39.2M 1,408,375 -3,472,070 -71%
SWP
57
Stratos Wealth Partners
Ohio
$39M 1,399,570 +266,505 +24%
WSFS
58
Wilmington Savings Fund Society
Delaware
$37.8M 1,355,485 +4,920 +0.4%
SHGA
59
Sand Hill Global Advisors
California
$37.3M 1,338,395 +25,195 +2%
NMIS
60
Northwestern Mutual Investment Services
Wisconsin
$37.2M 1,334,075 +131,740 +11%
CIA
61
Capital Investment Advisors
Georgia
$37.1M 1,330,160 +19,135 +1%
BP
62
Ballentine Partners
Massachusetts
$37M 1,328,385 +141,680 +12%
JCM
63
Janney Capital Management
Pennsylvania
$35.2M 1,264,940 -26,430 -2%
BPB
64
Badgley, Phelps & Bell
Washington
$34.7M 1,244,995 -4,650 -0.4%
SIC
65
Sigma Investment Counselors
Michigan
$34.6M 1,242,150 +74,660 +6%
MWM
66
Modera Wealth Management
New Jersey
$34.3M 1,230,630 -19,775 -2%
HT
67
Hefren-Tillotson
Pennsylvania
$33.5M 1,202,190 -25,560 -2%
AFG
68
Arkansas Financial Group
Arkansas
$33.4M 1,198,850 +51,610 +4%
Principal Financial Group
69
Principal Financial Group
Iowa
$32.9M 1,181,915 +19,500 +2%
EB
70
Eastern Bank
Massachusetts
$32.8M 1,176,245 -8,490 -0.7%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$32.6M 1,171,215 +1,095,930 +1,456%
DIP
72
DT Investment Partners
Pennsylvania
$31.7M 1,138,190 -5,430 -0.5%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$31.2M 1,119,345 +115,825 +12%
PFM
74
Phillips Financial Management
Indiana
$30.9M 1,215,970 +30,950 +3%
CFG
75
Citizens Financial Group
Rhode Island
$30.3M 1,070,530 +1,070,530 New