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iShares Core S&P Mid-Cap ETF

707 hedge funds and large institutions have $18.1B invested in iShares Core S&P Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 299 increasing their positions, 204 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+71
Holders Change %
+11.16%
% of All Funds
18.57%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
3.47%
New
111
Increased
299
Reduced
204
Closed
29
Calls
$5.6M
Puts
$1.4M
Net Calls
+$4.2M
Net Calls Change
-$5.47M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
201
NTV Asset Management
West Virginia
$6.12M -$1.23M -44,120 -17%
Capital Fund Management (CFM)
202
Capital Fund Management (CFM)
France
$6.11M +$5.69M +204,000 +1,360%
FPCM
203
Financial Partners Capital Management
New York
$6.06M +$354K +12,715 +6%
FA
204
FDx Advisors
Illinois
$6.05M -$28.4K -1,020 -0.5%
Schroder Investment Management Group
205
Schroder Investment Management Group
United Kingdom
$5.99M
BC
206
Brinker Capital
Pennsylvania
$5.98M -$162K -5,825 -3%
RWM
207
Rezny Wealth Management
Florida
$5.91M -$1.41M -50,645 -19%
TWM
208
Torch Wealth Management
Ohio
$5.87M +$325K +11,650 +6%
TCM
209
Towercrest Capital Management
Pennsylvania
$5.85M +$96.1K +3,450 +2%
NEPWA
210
New England Private Wealth Advisors
Massachusetts
$5.81M -$653K -23,425 -10%
OC
211
Oppenheimer & Co
New York
$5.72M +$601K +21,575 +12%
WCM
212
Windsor Capital Management
Arizona
$5.61M +$183K +6,580 +3%
CPA
213
Capital Planning Advisors
California
$5.57M +$649K +23,305 +13%
CIM
214
CIM Investment Management
Pennsylvania
$5.53M +$72.7K +2,610 +1%
CAM
215
Capstone Asset Management
Texas
$5.49M -$173K -6,195 -3%
BA
216
Bristlecone Advisors
Washington
$5.34M +$5.34M +191,680 New
JIC
217
Johnson Investment Counsel
Ohio
$5.33M +$367K +13,170 +7%
DG
218
Davidson & Garrard
Virginia
$5.27M +$183K +6,555 +4%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$5.18M -$140K -4,955 -3%
WI
220
WrapManager Inc
California
$5.04M +$5.04M +180,730 New
EWM
221
Evercore Wealth Management
New York
$5.03M +$72.4K +2,600 +1%
FPFS
222
First Personal Financial Services
North Carolina
$4.99M +$112K +4,035 +2%
VFP
223
Verus Financial Partners
Virginia
$4.91M -$39.6K -1,420 -0.8%
RSVP
224
Ramsay Stattman Vela & Price
Colorado
$4.88M -$111K -3,975 -2%
PMG
225
ProVise Management Group
Florida
$4.83M +$59.8K +2,145 +1%