IJH icon

iShares Core S&P Mid-Cap ETF

512 hedge funds and large institutions have $15.6B invested in iShares Core S&P Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 221 increasing their positions, 138 reducing their positions, and 18 closing their positions.

Holders
512
Holders Change
+61
Holders Change %
+13.53%
% of All Funds
14.87%
Holding in Top 10
95
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
84
Increased
221
Reduced
138
Closed
18
Calls
$14.1M
Puts
$12.1M
Net Calls
+$1.99M
Net Calls Change
+$18M
Name Market Value Shares Shares
Change
Shares
Change %
NAM
151
NTV Asset Management
West Virginia
$6.65M 49,695 -1,716 -3%
AMG
152
Asset Management Group
Connecticut
$6.56M 49,027 +1,741 +4%
BRWA
153
B. Riley Wealth Advisors
Florida
$6.47M 48,356 +41,545 +610%
HCA
154
Horan Capital Advisors
Ohio
$6.43M 48,070 +869 +2%
CCWA
155
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.42M 47,974 -746 -2%
CAM
156
Capstone Asset Management
Texas
$6.36M 47,527 -359 -0.7%
DSAM
157
Dock Street Asset Management
Florida
$6.2M 46,351 +2,088 +5%
AG
158
Appleton Group
Wisconsin
$6.12M 45,697 +895 +2%
B
159
Baird
Wisconsin
$6.11M 45,676 +27,804 +156%
NEPWA
160
New England Private Wealth Advisors
Massachusetts
$5.9M 44,084 +246 +0.6%
CC
161
Courier Capital
New York
$5.9M 44,072 -402 -0.9%
PFS
162
Prospera Financial Services
Texas
$5.87M 43,861 -2,049 -4%
PA
163
Planning Alternatives
Michigan
$5.86M 43,798 +1,555 +4%
CPO
164
Cerity Partners OCIO
New York
$5.79M 43,241 +1,036 +2%
GC
165
Guggenheim Capital
Illinois
$5.75M 42,931 -5,877 -12%
HMC
166
Harvard Management Company
Massachusetts
$5.66M 42,290 +397 +0.9%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$5.53M 41,343 +36,587 +769%
AAS
168
Annex Advisory Services
Wisconsin
$5.52M 41,230 +9,942 +32%
SFI
169
SPC Financial Inc
Maryland
$5.46M 40,820 -1,085 -3%
TWM
170
Torch Wealth Management
Ohio
$5.4M 40,362 +40,362 New
CIM
171
CIM Investment Management
Pennsylvania
$5.39M 40,264 +114 +0.3%
AC
172
Alexandria Capital
Virginia
$5.38M 40,178 -5,511 -12%
VFP
173
Verus Financial Partners
Virginia
$5.19M 38,802 -86 -0.2%
PAG
174
Private Advisor Group
New Jersey
$5.12M 38,262 +38,262 New
BC
175
Brookfield Corp
Ontario, Canada
$5.1M 38,133 +10,700 +39%