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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

721 hedge funds and large institutions have $18.3B invested in iShares Core S&P Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 324 increasing their positions, 251 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+13
Holders Change %
+1.84%
% of All Funds
19.27%
Holding in Top 10
146
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.04%
% of All Funds
3.9%
New
53
Increased
324
Reduced
251
Closed
37
Calls
$10.4M
Puts
$20.5M
Net Calls
-$10.1M
Net Calls Change
-$20.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$214M
2
Morgan Stanley
Morgan Stanley
New York
+$78.5M
3
SMM
Stadion Money Management
Georgia
+$77.6M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$59.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$58.5M

Top Sellers

1
LPL Financial
LPL Financial
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$191M
3
CS
Credit Suisse
Switzerland
-$133M
4
Bank of America
Bank of America
North Carolina
-$68M
5
Goldman Sachs
Goldman Sachs
New York
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
276
Chevy Chase Trust
Maryland
$3.72M +$556K +18,610 +18%
SC
277
Stratford Consulting
Texas
$3.69M +$2.54K +85 +0.1%
MIAN
278
Mariner Independent Advisor Network
Kansas
$3.66M +$981K +32,850 +37%
FFWA
279
FRG Family Wealth Advisors
Washington
$3.64M +$59.8K +2,000 +2%
PFP
280
Pinnacle Financial Partners
Tennessee
$3.64M +$28K +910 +0.8%
ACM
281
Aviance Capital Management
Florida
$3.64M +$2.08M +69,500 +133%
HighTower Advisors
282
HighTower Advisors
Illinois
$3.6M -$2.98K -100 -0.1%
Manulife (Manufacturers Life Insurance)
283
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.59M +$527K +17,635 +17%
EB
284
Eastern Bank
Massachusetts
$3.42M -$403K -13,485 -11%
CCM
285
Canal Capital Management
Virginia
$3.34M -$747 -25 -0%
SHCM
286
Stokes & Hubbell Capital Management
Louisiana
$3.33M +$429K +14,365 +15%
MC
287
Martin & Co
Tennessee
$3.33M -$44.1K -1,475 -1%
BCM
288
Boltwood Capital Management
California
$3.26M +$44.8K +1,500 +1%
NL
289
NWAM LLC
Washington
$3.18M -$55.7K -1,865 -2%
SSWM
290
Sheets Smith Wealth Management
North Carolina
$3.16M – – –
FTIOP
291
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.16M -$39.9K -1,335 -1%
GC
292
Guggenheim Capital
Illinois
$3.13M – – –
CFB
293
Cullen/Frost Bankers
Texas
$3.11M +$251K +8,385 +9%
FC
294
FCA Corp
Texas
$3.11M +$135K +4,510 +5%
AC
295
Alexandria Capital
Virginia
$3.08M -$17K -570 -0.6%
GS
296
Girard Securities
California
$3.07M -$68K -2,275 -2%
LMIM
297
Lockheed Martin Investment Management
Maryland
$3.01M +$3.01M +100,750 New
FWM
298
Frontier Wealth Management
Missouri
$3M -$139K -4,650 -4%
PCM
299
Perritt Capital Management
Illinois
$2.99M -$153K -5,125 -5%
AIM
300
Advantage Investment Management
Iowa
$2.98M +$1.03M +34,625 +53%
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