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iShares Core S&P Mid-Cap ETF

636 hedge funds and large institutions have $16.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
17.78%
Holding in Top 10
115
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.17%
% of All Funds
3.21%
New
45
Increased
278
Reduced
210
Closed
36
Calls
$13M
Puts
$3.31M
Net Calls
+$9.67M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
201
Oppenheimer & Co
New York
$5.02M -$16.3K -595 -0.3%
VC
202
Vicus Capital
Pennsylvania
$5.02M -$9.02K -330 -0.2%
DG
203
Davidson & Garrard
Virginia
$4.99M -$188K -6,865 -4%
SI
204
SII Investments
Wisconsin
$4.91M +$1.42M +51,995 +41%
RSVP
205
Ramsay Stattman Vela & Price
Colorado
$4.9M -$15K -550 -0.3%
JIC
206
Johnson Investment Counsel
Ohio
$4.87M -$85.2K -3,120 -2%
EWM
207
Evercore Wealth Management
New York
$4.86M -$242K -8,850 -5%
VFP
208
Verus Financial Partners
Virginia
$4.86M -$23.1K -845 -0.5%
CPA
209
Capital Planning Advisors
California
$4.82M +$1.13M +41,335 +31%
ONB
210
Old National Bancorp
Indiana
$4.8M -$1.64M -60,050 -25%
DADC
211
D.A. Davidson & Co
Montana
$4.8M +$653K +23,895 +16%
FPFS
212
First Personal Financial Services
North Carolina
$4.79M +$335K +12,265 +8%
PMG
213
ProVise Management Group
Florida
$4.68M -$490K -17,925 -9%
PVH
214
Psagot Value Holdings
Israel
$4.6M +$3.01K +110 +0.1%
GIA
215
GHP Investment Advisors
Colorado
$4.58M -$50.7K -1,855 -1%
SIAM
216
Sterling Investment Advisors (Missouri)
Missouri
$4.57M -$956 -35 -0%
SIC
217
Shoker Investment Counsel
Ohio
$4.54M -$96.4K -3,530 -2%
JMFC
218
J.M. Forbes & Co
Massachusetts
$4.48M -$11.9K -435 -0.3%
SHA
219
Smith Hayes Advisers
Nebraska
$4.39M +$41.4K +1,515 +1%
APSP
220
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.32M -$55.1K -2,015 -1%
RBCM
221
Raub Brock Capital Management
California
$4.22M +$145K +5,300 +4%
FHC
222
First Heartland Consultants
Missouri
$4.19M +$105K +3,830 +3%
CTA
223
Colonial Trust Advisors
South Carolina
$4.07M +$28.7K +1,050 +0.7%
CCMG
224
Clark Capital Management Group
Pennsylvania
$3.99M +$172K +6,285 +4%
FWCM
225
First Western Capital Management
California
$3.96M -$2.01M -73,550 -34%