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iShares Core S&P Mid-Cap ETF

624 hedge funds and large institutions have $17.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 292 increasing their positions, 184 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+25
Holders Change %
+4.17%
% of All Funds
16.64%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
3.04%
New
63
Increased
292
Reduced
184
Closed
30
Calls
$9.18M
Puts
$6.82M
Net Calls
+$2.35M
Net Calls Change
-$930K
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
76
Mariner
Kansas
$29.8M +$1.45M +47,770 +5%
FIM
77
Foresters Investment Management
New York
$29.1M +$5.32M +175,000 +22%
NMIS
78
Northwestern Mutual Investment Services
Wisconsin
$28.9M +$2.61M +85,760 +10%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$28.6M -$1.94M -63,905 -6%
CCFCSB
80
Cape Cod Five Cents Savings Bank
Massachusetts
$28.3M +$297K +9,780 +1%
SOMRS
81
State of Michigan Retirement System
Michigan
$28.2M +$547K +18,000 +2%
Truist Financial
82
Truist Financial
North Carolina
$27.2M +$707K +23,270 +3%
BUB
83
BBVA USA Bancshares
Texas
$26.8M +$1.79M +58,735 +7%
FMWA
84
Forvis Mazars Wealth Advisors
Missouri
$26.7M -$3.69M -121,365 -12%
TAT
85
TD Ameritrade Trust
Colorado
$26.6M -$494K -16,265 -2%
Prudential Financial
86
Prudential Financial
New Jersey
$25.8M +$6.41M +211,000 +33%
BSB
87
Bangor Savings Bank
Maine
$25.4M -$883K -29,055 -3%
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$25M -$5.29M -173,925 -17%
JFA
89
JNBA Financial Advisors
Minnesota
$24.2M +$1.62M +53,370 +7%
LWMT
90
Legacy Wealth Management (Tennessee)
Tennessee
$23.7M +$1.09M +36,010 +5%
BIM
91
Bridges Investment Management
Nebraska
$23.5M +$175K +5,750 +0.7%
BOS
92
Bank of Stockton
California
$23M +$1.59M +52,410 +7%
Stifel Financial
93
Stifel Financial
Missouri
$22.7M +$4.32M +142,050 +23%
NA
94
Nottingham Advisors
New York
$22.7M +$9.98M +328,345 +79%
MG
95
Mather Group
Illinois
$21.9M +$1.29M +42,595 +6%
TFO
96
Tarbox Family Office
California
$21.5M +$715K +23,520 +3%
BHWM
97
Bar Harbor Wealth Management
New Hampshire
$21.2M +$335K +11,010 +2%
EWM
98
Evermay Wealth Management
Virginia
$21M +$1.68M +55,255 +9%
SIC
99
Sigma Investment Counselors
Michigan
$19.8M +$115K +3,795 +0.6%
LPT
100
Legacy Private Trust
Wisconsin
$17.6M +$8.79M +289,285 +100%