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iShares Core S&P Mid-Cap ETF

624 hedge funds and large institutions have $17.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 292 increasing their positions, 184 reducing their positions, and 30 closing their positions.

Holders
624
Holders Change
+25
Holders Change %
+4.17%
% of All Funds
16.64%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
3.04%
New
63
Increased
292
Reduced
184
Closed
30
Calls
$9.18M
Puts
$6.82M
Net Calls
+$2.35M
Net Calls Change
-$930K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.32B 28,419,126 +1,031,032 +4%
Wells Fargo
2
Wells Fargo
California
$1.9B 12,476,737 +103,558 +0.8%
Bank of America
3
Bank of America
North Carolina
$1.19B 7,805,981 +34,158 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$642M 4,221,491 +507,491 +14%
EFS
5
Edelman Financial Services
Virginia
$562M 3,695,977 -1,078,389 -23%
KeyBank National Association
6
KeyBank National Association
Ohio
$398M 2,615,840 -160,653 -6%
VA
7
Valmark Advisers
Ohio
$368M 2,419,101 -47,027 -2%
UBS Group
8
UBS Group
Switzerland
$310M 2,038,943 +208,817 +11%
GHF
9
Good Harbor Financial
Illinois
$294M 1,936,751 -1,933,013 -50%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$291M 1,914,266 -928,139 -33%
BIT
11
BlackRock Institutional Trust
California
$272M 1,792,654 +72,392 +4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$267M 1,754,488 -68,379 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$207M 1,358,900 +314,518 +30%
LPL Financial
14
LPL Financial
California
$203M 1,338,284 +105,231 +9%
RFC
15
Regions Financial Corp
Alabama
$175M 1,153,804 +50,133 +5%
MIH
16
Madison Investment Holdings
Wisconsin
$164M 1,081,462 +162,078 +18%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$155M 1,022,197 -12,244 -1%
Northern Trust
18
Northern Trust
Illinois
$146M 961,814 +139,660 +17%
Goldman Sachs
19
Goldman Sachs
New York
$142M 935,594 -31,034 -3%
USAA
20
United Services Automobile Association
Texas
$142M 933,197 -251,600 -21%
AA
21
Alesco Advisors
New York
$132M 867,432 -10,177 -1%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$110M 724,555 +4,864 +0.7%
SIM
23
Sentry Investment Management
Wisconsin
$108M 710,000 +3,000 +0.4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$103M 678,605 +66,876 +11%
V
25
Veritable
Delaware
$95.2M 626,325 +6,047 +1%