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iShares Core S&P Mid-Cap ETF

451 hedge funds and large institutions have $11.4B invested in iShares Core S&P Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 226 increasing their positions, 119 reducing their positions, and 21 closing their positions.

Holders
451
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
14.63%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
2.72%
New
35
Increased
226
Reduced
119
Closed
21
Calls
$40.6M
Puts
$56.6M
Net Calls
-$16M
Net Calls Change
-$43.1M
Name Market Value Shares Shares
Change
Shares
Change %
PA
151
Planning Alternatives
Michigan
$5.24M 42,243 +865 +2%
CPO
152
Cerity Partners OCIO
New York
$5.24M 42,205 +27,441 +186%
SFI
153
SPC Financial Inc
Maryland
$5.2M 41,905 -685 -2%
HMC
154
Harvard Management Company
Massachusetts
$5.2M 41,893 +2,167 +5%
WI
155
WrapManager Inc
California
$5.06M 40,729 +2,485 +6%
CIM
156
CIM Investment Management
Pennsylvania
$4.98M 40,150 -3,633 -8%
VFP
157
Verus Financial Partners
Virginia
$4.83M 38,888 +2 +0%
Citigroup
158
Citigroup
New York
$4.82M 38,805 -1,325 -3%
EWM
159
Evercore Wealth Management
New York
$4.59M 36,948 +1,257 +4%
GIA
160
GHP Investment Advisors
Colorado
$4.55M 36,684 +42 +0.1%
QA
161
Quantitative Advantage
Minnesota
$4.52M 36,387 -12,360 -25%
NC
162
NewSquare Capital
Pennsylvania
$4.5M 36,208 -5,480 -13%
RPGK
163
Retirement Planning Group (Kansas)
Kansas
$4.48M 36,058 +563 +2%
RSVP
164
Ramsay Stattman Vela & Price
Colorado
$4.41M 35,501 +425 +1%
GIM
165
Goelzer Investment Management
Indiana
$4.39M 35,399 -29,265 -45%
SG Americas Securities
166
SG Americas Securities
New York
$4.36M 35,096 -70,707 -67%
PVH
167
Psagot Value Holdings
Israel
$4.35M 35,075
GLA
168
Great Lakes Advisors
Illinois
$4.28M 34,467 -583 -2%
LA
169
Lynch & Associates
Indiana
$4.19M 33,737 +230 +0.7%
IWC
170
Integrated Wealth Counsel
California
$4.19M 33,719 -2,180 -6%
NCM
171
Novare Capital Management
North Carolina
$4.15M 33,460 -763 -2%
CAN
172
Cetera Advisor Networks
California
$4.13M 33,209 +5,590 +20%
DG
173
Davidson & Garrard
Virginia
$4.02M 32,361 +3,874 +14%
MMLI
174
Massachusetts Mutual Life Insurance
Massachusetts
$4.01M 32,294 +32,294 New
JIC
175
Johnson Investment Counsel
Ohio
$3.98M 32,082 -1,722 -5%