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iShares Core S&P Mid-Cap ETF

551 hedge funds and large institutions have $16.2B invested in iShares Core S&P Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+22
Holders Change %
+4.16%
% of All Funds
15.85%
Holding in Top 10
103
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.42%
% of All Funds
2.96%
New
46
Increased
240
Reduced
177
Closed
20
Calls
$37.7M
Puts
$11.9M
Net Calls
+$25.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
176
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.21M -$1.72M -60,020 -25%
VFP
177
Verus Financial Partners
Virginia
$5.17M -$226K -7,885 -4%
BFM
178
Boston Financial Management
Massachusetts
$5.16M -$2.55M -88,955 -33%
SIC
179
Shoker Investment Counsel
Ohio
$5.08M +$14.9K +520 +0.3%
PMG
180
ProVise Management Group
Florida
$5.02M +$303K +10,595 +6%
GC
181
Guggenheim Capital
Illinois
$4.96M -$648K -22,645 -12%
JIC
182
Johnson Investment Counsel
Ohio
$4.92M +$74.4K +2,600 +2%
RSVP
183
Ramsay Stattman Vela & Price
Colorado
$4.87M -$249K -8,700 -5%
BPC
184
Banque Pictet & Cie
Switzerland
$4.75M
CIM
185
CIM Investment Management
Pennsylvania
$4.64M -$1.12M -39,240 -19%
PVH
186
Psagot Value Holdings
Israel
$4.64M -$15K -525 -0.3%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$4.63M +$913K +32,055 +25%
CA
188
Cetera Advisors
Colorado
$4.56M +$559K +19,565 +14%
OC
189
Oppenheimer & Co
New York
$4.55M +$1.25M +43,590 +38%
IH
190
IFC Holdings
Florida
$4.55M +$328K +11,525 +8%
DADC
191
D.A. Davidson & Co
Montana
$4.38M -$68.9K -2,410 -2%
SHA
192
Smith Hayes Advisers
Nebraska
$4.27M +$3.29K +115 +0.1%
SWM
193
Strategic Wealth Management
Washington
$4.27M -$23.2K -810 -0.5%
CTA
194
Colonial Trust Advisors
South Carolina
$4.2M -$206K -7,205 -5%
GCA
195
Greenwood Capital Associates
South Carolina
$4.17M -$80.8K -2,825 -2%
PWW
196
Pettyjohn Wood & White
Virginia
$4.17M -$5.01K -175 -0.1%
RCAG
197
Rehmann Capital Advisory Group
Michigan
$4.1M +$453K +15,815 +12%
HC
198
Highmount Capital
New York
$4.08M -$490K -17,125 -11%
GG
199
Gofen & Glossberg
Illinois
$4.05M -$84.1K -2,940 -2%
AC
200
Alexandria Capital
Virginia
$4.02M -$667K -23,310 -14%