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iShares Core S&P Mid-Cap ETF

512 hedge funds and large institutions have $15.6B invested in iShares Core S&P Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 221 increasing their positions, 138 reducing their positions, and 18 closing their positions.

Holders
512
Holders Change
+61
Holders Change %
+13.53%
% of All Funds
14.87%
Holding in Top 10
95
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
84
Increased
221
Reduced
138
Closed
18
Calls
$14.1M
Puts
$12.1M
Net Calls
+$1.99M
Net Calls Change
+$18M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.09B 23,104,877 +913,815 +4%
GHF
2
Good Harbor Financial
Illinois
$2.23B 16,700,407 +16,700,407 New
Wells Fargo
3
Wells Fargo
California
$1.63B 12,180,490 +151,372 +1%
Bank of America
4
Bank of America
North Carolina
$828M 6,188,811 +591,227 +11%
EFS
5
Edelman Financial Services
Virginia
$587M 4,386,013 +2,181 +0%
Morgan Stanley
6
Morgan Stanley
New York
$466M 3,485,470 +202,653 +6%
VA
7
Valmark Advisers
Ohio
$359M 2,684,894 +141,116 +6%
KeyBank National Association
8
KeyBank National Association
Ohio
$340M 2,540,172 +44,674 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$289M 2,159,066 +1,750,209 +428%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$228M 1,704,752 +77,055 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$221M 1,652,590 -193,241 -10%
USAA
12
United Services Automobile Association
Texas
$185M 1,383,740 -11 -0%
LPL Financial
13
LPL Financial
California
$169M 1,262,942 -66,037 -5%
U
14
UBS
Switzerland
$163M 1,221,596 +235,821 +24%
RFC
15
Regions Financial Corp
Alabama
$135M 1,008,435 +3,584 +0.4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$129M 962,146 +442,536 +85%
BIT
17
BlackRock Institutional Trust
California
$118M 885,144 -764,118 -46%
AA
18
Alesco Advisors
New York
$116M 864,581 +14,784 +2%
PI
19
Placemark Investments
Illinois
$109M 814,018 +793,102 +3,792%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$106M 790,579 +37,851 +5%
BFA
21
BlackRock Fund Advisors
California
$102M 765,227 +75,885 +11%
Deutsche Bank
22
Deutsche Bank
Germany
$101M 754,346 -41,035 -5%
VAM
23
Visionary Asset Management
Texas
$88.3M 670,046 +310,464 +86%
SIM
24
Sentry Investment Management
Wisconsin
$87.3M 652,000 +1,400 +0.2%
AFS
25
Aft Forsyth & Sober
Florida
$83.1M 620,890 +17,090 +3%