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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 %
PWW
201
Pettyjohn Wood & White
Virginia
$4.01M +$24.6K +900 +0.6%
HC
202
Highmount Capital
New York
$3.98M +$83.8K +3,065 +2%
CTA
203
Colonial Trust Advisors
South Carolina
$3.94M -$70.7K -2,585 -2%
BRWA
204
B. Riley Wealth Advisors
Florida
$3.93M -$1.74M -63,620 -31%
PFS
205
Prospera Financial Services
Texas
$3.86M +$672K +24,895 +21%
GCA
206
Greenwood Capital Associates
South Carolina
$3.85M -$129K -4,725 -3%
CHFS
207
Cobble Hill Financial Services
New Jersey
$3.83M
GG
208
Gofen & Glossberg
Illinois
$3.82M -$44.7K -1,635 -1%
FPCM
209
Financial Partners Capital Management
New York
$3.75M +$2.03M +74,260 +118%
ATC
210
Argent Trust Company
Louisiana
$3.69M +$32.7K +1,195 +0.9%
NB
211
NBT Bank
New York
$3.62M -$128K -4,665 -3%
SC
212
Stratford Consulting
Texas
$3.6M -$81.8K -2,990 -2%
SMM
213
Stadion Money Management
Georgia
$3.59M -$85.2K -3,115 -2%
MCTIC
214
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.59M -$3.83M
GC
215
Guggenheim Capital
Illinois
$3.51M -$1.22M -44,780 -26%
CW
216
Cobiz Wealth
Colorado
$3.51M +$1M +36,670 +40%
AF
217
Arrow Financial
New York
$3.47M -$116K -4,250 -3%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$3.46M +$24.6K +905 +0.7%
AC
219
Alexandria Capital
Virginia
$3.43M -$419K -15,330 -11%
CAM
220
Congress Asset Management
Massachusetts
$3.41M +$689K +25,205 +25%
Natixis Advisors
221
Natixis Advisors
Massachusetts
$3.31M +$400K +14,625 +14%
Millennium Management
222
Millennium Management
New York
$3.31M +$3.31M +120,885 New
Chevy Chase Trust
223
Chevy Chase Trust
Maryland
$3.28M +$14.2K +520 +0.4%
FHC
224
First Heartland Consultants
Missouri
$3.18M -$309K -11,310 -9%
BWP
225
BSW Wealth Partners
Colorado
$3.18M -$106K -3,860 -3%