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iShares Core S&P Mid-Cap ETF

451 hedge funds and large institutions have $11.4B invested in iShares Core S&P Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 226 increasing their positions, 119 reducing their positions, and 21 closing their positions.

Holders
451
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
14.63%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
2.72%
New
35
Increased
226
Reduced
119
Closed
21
Calls
$40.6M
Puts
$56.6M
Net Calls
-$16M
Net Calls Change
-$43.1M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.75B 22,191,062 +784,221 +4%
Wells Fargo
2
Wells Fargo
California
$1.49B 12,029,118 -95,230 -0.8%
Bank of America
3
Bank of America
North Carolina
$695M 5,597,584 +523,862 +10%
EFS
4
Edelman Financial Services
Virginia
$544M 4,383,832 +67,284 +2%
Morgan Stanley
5
Morgan Stanley
New York
$408M 3,282,817 +159,703 +5%
VA
6
Valmark Advisers
Ohio
$316M 2,543,778 +177,405 +7%
KeyBank National Association
7
KeyBank National Association
Ohio
$310M 2,495,498 +158,395 +7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$229M 1,845,831 +79,655 +5%
BIT
9
BlackRock Institutional Trust
California
$205M 1,649,262 +1,648,633 +262,104%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$202M 1,627,697 +41,980 +3%
USAA
11
United Services Automobile Association
Texas
$172M 1,383,751 -180,001 -12%
LPL Financial
12
LPL Financial
California
$168M 1,328,979 +97,593 +8%
RFC
13
Regions Financial Corp
Alabama
$125M 1,004,851 +42,338 +4%
U
14
UBS
Switzerland
$122M 985,775 +43,811 +5%
AA
15
Alesco Advisors
New York
$105M 849,797 +4,872 +0.6%
Deutsche Bank
16
Deutsche Bank
Germany
$98.7M 795,381 +43,280 +6%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$93.4M 752,728 +46,515 +7%
BFA
18
BlackRock Fund Advisors
California
$85.6M 689,342 +35,346 +5%
SIM
19
Sentry Investment Management
Wisconsin
$80.8M 650,600 -15,900 -2%
V
20
Veritable
Delaware
$80M 644,158 +18,499 +3%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$78.5M 632,653 +23,491 +4%
AFS
22
Aft Forsyth & Sober
Florida
$75M 603,800 +6,850 +1%
Northern Trust
23
Northern Trust
Illinois
$70.4M 567,379 +63,312 +13%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$64.5M 519,610 +23,335 +5%
AA
25
ALPS Advisors
Colorado
$61.2M 493,325 -13,965 -3%