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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 %
GIM
176
Goelzer Investment Management
Indiana
$5.43M +$264K +9,645 +5%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$5.37M -$335K -12,235 -6%
WCM
178
Windsor Capital Management
Arizona
$5.28M +$189K +6,910 +4%
DG
179
Davidson & Garrard
Virginia
$5.18M +$157K +5,735 +3%
GIA
180
GHP Investment Advisors
Colorado
$5.16M +$2.05K +75 +0%
BFM
181
Boston Financial Management
Massachusetts
$5.04M +$105K +3,825 +2%
VFP
182
Verus Financial Partners
Virginia
$4.87M -$72.2K -2,640 -1%
GT
183
Greenleaf Trust
Michigan
$4.87M -$1.86M -67,990 -28%
SIC
184
Shoker Investment Counsel
Ohio
$4.76M -$103K -3,750 -2%
RCAG
185
Rehmann Capital Advisory Group
Michigan
$4.73M +$814K +29,750 +21%
JIC
186
Johnson Investment Counsel
Ohio
$4.72M +$17.9K +655 +0.4%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$4.69M +$204K +7,410 +5%
CCWA
188
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M -$299K -10,915 -6%
RSVP
189
Ramsay Stattman Vela & Price
Colorado
$4.68M +$26K +950 +0.6%
PMG
190
ProVise Management Group
Florida
$4.65M -$143K -5,215 -3%
OC
191
Oppenheimer & Co
New York
$4.56M +$204K +7,455 +5%
SG Americas Securities
192
SG Americas Securities
New York
$4.53M +$4.53M +165,750 New
PVH
193
Psagot Value Holdings
Israel
$4.53M +$95.7K +3,500 +2%
CA
194
Cetera Advisors
Colorado
$4.45M +$94.8K +3,465 +2%
CIM
195
CIM Investment Management
Pennsylvania
$4.43M
IH
196
IFC Holdings
Florida
$4.41M +$27.7K +1,010 +0.6%
Credit Agricole
197
Credit Agricole
France
$4.34M -$2.16M -79,120 -33%
DSAM
198
Dock Street Asset Management
Florida
$4.22M +$3.27M +119,435 +344%
DADC
199
D.A. Davidson & Co
Montana
$4.04M -$150K -5,485 -4%
SHA
200
Smith Hayes Advisers
Nebraska
$4.02M -$61.8K -2,260 -2%