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iShares Core S&P Mid-Cap ETF

599 hedge funds and large institutions have $16.5B invested in iShares Core S&P Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 262 increasing their positions, 167 reducing their positions, and 42 closing their positions.

Holders
599
Holders Change
+39
Holders Change %
+6.96%
% of All Funds
15.99%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
2.78%
New
90
Increased
262
Reduced
167
Closed
42
Calls
$20M
Puts
$16.7M
Net Calls
+$3.28M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BUB
76
BBVA USA Bancshares
Texas
$23.9M -$2.4M -82,970 -9%
UCFA
77
United Capital Financial Advisors
Texas
$23.5M +$5.11M +176,540 +28%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$23.1M -$38.8K -1,340 -0.2%
FIM
79
Foresters Investment Management
New York
$22.7M +$22.7M +783,000 New
BIM
80
Bridges Investment Management
Nebraska
$22.2M +$203K +7,020 +0.9%
LWMT
81
Legacy Wealth Management (Tennessee)
Tennessee
$21.6M +$21.6M +745,290 New
JFA
82
JNBA Financial Advisors
Minnesota
$21.5M +$4.03M +139,295 +23%
BWM
83
Braver Wealth Management
Massachusetts
$21.5M +$7.69M +265,610 +56%
BOS
84
Bank of Stockton
California
$20.4M +$880K +30,375 +5%
BHWM
85
Bar Harbor Wealth Management
New Hampshire
$19.9M +$162K +5,605 +0.8%
TFO
86
Tarbox Family Office
California
$19.8M +$2.23M +77,145 +13%
MG
87
Mather Group
Illinois
$19.6M +$1.1M +37,935 +6%
VAM
88
Visionary Asset Management
Texas
$19.4M -$35.7M -1,231,355 -65%
GAIA
89
Global Atlantic Investment Advisors
Indiana
$19.1M +$19.1M +659,895 New
SIC
90
Sigma Investment Counselors
Michigan
$18.8M -$816K -28,190 -4%
Prudential Financial
91
Prudential Financial
New Jersey
$18.5M -$362K -12,500 -2%
EWM
92
Evermay Wealth Management
Virginia
$18.4M +$1.01M +34,730 +6%
ERSOT
93
Employees Retirement System of Texas
Texas
$17.7M +$15.3M +530,000 +663%
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$17.6M +$4.61M +159,065 +35%
Stifel Financial
95
Stifel Financial
Missouri
$17.5M +$699K +24,140 +4%
BFA
96
Beaumont Financial Advisors
Massachusetts
$16.4M -$37.8K -1,305 -0.2%
SWP
97
Stratos Wealth Partners
Ohio
$16.1M -$1.98M -68,355 -11%
FNBOH
98
First National Bank of Hutchinson
Kansas
$16.1M +$58.6K +2,025 +0.4%
KWILP
99
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.1M +$812K +28,025 +5%
TRCT
100
Tower Research Capital (TRC)
New York
$15.9M +$13.6M +468,435 +570%