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iShares Core S&P Mid-Cap ETF

560 hedge funds and large institutions have $16.1B invested in iShares Core S&P Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 240 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+9
Holders Change %
+1.63%
% of All Funds
16.26%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.96%
New
44
Increased
240
Reduced
173
Closed
29
Calls
$21.9M
Puts
$3.31M
Net Calls
+$18.6M
Net Calls Change
-$7.31M
Name Holding Trade Value Shares
Change
Shares
Change %
FWCM
151
First Western Capital Management
California
$7.05M +$7.05M +257,750 New
AI
152
Atria Investments
North Carolina
$6.94M +$693K +25,350 +11%
Jane Street
153
Jane Street
New York
$6.93M +$6.58M +240,610 +1,907%
MC
154
Martin & Co
Tennessee
$6.86M -$972K -35,540 -12%
UBS AM
155
UBS AM
Illinois
$6.84M -$5.88K -215 -0.1%
NAM
156
NTV Asset Management
West Virginia
$6.84M +$10.9K +400 +0.2%
CAM
157
Capstone Asset Management
Texas
$6.74M -$620K -22,670 -8%
AMG
158
Asset Management Group
Connecticut
$6.66M -$139K -5,090 -2%
ONB
159
Old National Bancorp
Indiana
$6.56M +$5.54M +202,725 +548%
HCA
160
Horan Capital Advisors
Ohio
$6.51M -$270K -9,880 -4%
BIC
161
Bridges Investment Counsel
Nebraska
$6.35M -$13.7K -500 -0.2%
CPO
162
Cerity Partners OCIO
New York
$6.27M +$291K +10,650 +5%
MAA
163
Managed Account Advisors
New Jersey
$6.12M +$6.12M +223,695 New
CC
164
Courier Capital
New York
$6.12M +$36.2K +1,325 +0.6%
NEPWA
165
New England Private Wealth Advisors
Massachusetts
$6.07M +$17.6K +645 +0.3%
BPC
166
Banque Pictet & Cie
Switzerland
$6M +$1.46M +53,500 +32%
HFS
167
HL Financial Services
Kentucky
$6M -$2.42M -88,570 -29%
AG
168
Appleton Group
Wisconsin
$5.87M -$23.4K -855 -0.4%
AAS
169
Annex Advisory Services
Wisconsin
$5.85M +$265K +9,705 +5%
TWM
170
Torch Wealth Management
Ohio
$5.84M -$50.6K -1,850 -0.9%
CI
171
Conning Inc
Connecticut
$5.6M
LA
172
Lynch & Associates
Indiana
$5.55M +$414K +15,135 +8%
RJA
173
Raymond James & Associates
Florida
$5.52M +$350K +12,800 +7%
NCM
174
Novare Capital Management
North Carolina
$5.49M +$100K +3,665 +2%
EWM
175
Evercore Wealth Management
New York
$5.47M -$113K -4,125 -2%