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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.

New
Increased
Maintained
Reduced
Closed
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 %
SFI
151
SPC Financial Inc
Maryland
$8.28M -$332K -11,465 -4%
MSA
152
Mason Street Advisors
Wisconsin
$8.06M
FHB
153
First Hawaiian Bank
Hawaii
$7.91M -$29.5K -1,020 -0.4%
IF
154
Ironwood Financial
Arizona
$7.86M +$7.86M +269,855 New
SWM
155
Strategic Wealth Management
Washington
$7.71M -$73.7K -2,545 -0.9%
FWCM
156
First Western Capital Management
California
$7.66M +$196K +6,770 +3%
CAN
157
Cetera Advisor Networks
California
$7.59M -$29.3K -1,010 -0.4%
UBS AM
158
UBS AM
Illinois
$7.5M +$262K +9,040 +4%
NAM
159
NTV Asset Management
West Virginia
$7.47M +$185K +6,380 +3%
MC
160
Martin & Co
Tennessee
$7.32M +$52.1K +1,800 +0.7%
HCA
161
Horan Capital Advisors
Ohio
$7.22M +$332K +11,475 +5%
FA
162
FDx Advisors
Illinois
$7.15M +$7.15M +246,725 New
AMG
163
Asset Management Group
Connecticut
$7.07M +$11.7K +405 +0.2%
BPBT
164
Boston Private Bank & Trust
Massachusetts
$7.05M -$473K -16,325 -6%
CPO
165
Cerity Partners OCIO
New York
$6.75M +$113K +3,910 +2%
BIC
166
Bridges Investment Counsel
Nebraska
$6.75M +$18.1K +625 +0.3%
CC
167
Courier Capital
New York
$6.69M +$210K +7,240 +3%
ONB
168
Old National Bancorp
Indiana
$6.58M -$360K -12,440 -5%
RJA
169
Raymond James & Associates
Florida
$6.5M +$659K +22,760 +11%
NEPWA
170
New England Private Wealth Advisors
Massachusetts
$6.45M +$24.7K +855 +0.4%
BFM
171
Boston Financial Management
Massachusetts
$6.44M +$1.11M +38,285 +21%
TCM
172
Traynor Capital Management
Pennsylvania
$6.41M +$6.41M +221,195 New
BPC
173
Banque Pictet & Cie
Switzerland
$6.36M
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$6.33M +$645K +22,290 +11%
CAM
175
Capstone Asset Management
Texas
$6.29M -$849K -29,320 -12%