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

933 hedge funds and large institutions have $25.9B invested in iShares Core S&P Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 445 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.3%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.82%
New
63
Increased
445
Reduced
282
Closed
37
Calls
$26.7M
Puts
$5.66M
Net Calls
+$21.1M
Net Calls Change
+$7.03M

Top Buyers

1
LPL Financial
LPL Financial
California
+$634M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
+$179M
3
Goldman Sachs
Goldman Sachs
New York
+$176M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$176M
5
Bank of America
Bank of America
North Carolina
+$139M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.18B
2
Morgan Stanley
Morgan Stanley
New York
-$234M
3
HNB
Huntington National Bank
Ohio
-$91.2M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$47.5M
5
SAS
Stelac Advisory Services
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
326
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.98M -$239K -6,860 -5%
RIA
327
Regal Investment Advisors
Michigan
$4.97M +$1.15M +33,050 +30%
WP
328
WealthPLAN Partners
Nebraska
$4.91M +$4.66M +133,945 +1,897%
MCWS
329
McKinley Carter Wealth Services
West Virginia
$4.9M +$839K +24,115 +21%
GG
330
Gofen & Glossberg
Illinois
$4.87M -$8K -230 -0.2%
CSA
331
Cottage Street Advisors
Massachusetts
$4.87M – – –
BA
332
Bristlecone Advisors
Washington
$4.85M -$38.1K -1,095 -0.8%
NPF
333
Norris Perne & French
Michigan
$4.77M -$93.2K -2,680 -2%
CG
334
Colony Group
Massachusetts
$4.75M +$4.06M +116,750 +590%
AWM
335
Avior Wealth Management
Nebraska
$4.73M +$847K +24,355 +22%
MWM
336
Marietta Wealth Management
Georgia
$4.72M +$46.1K +1,325 +1%
SCG
337
Sonata Capital Group
Washington
$4.68M +$40K +1,150 +0.9%
KTC
338
Kistler-Tiffany Companies
Pennsylvania
$4.68M +$287K +8,245 +7%
FWM
339
Frontier Wealth Management
Missouri
$4.63M +$71.5K +2,055 +2%
CAM
340
Capstone Asset Management
Texas
$4.62M -$68.5K -1,970 -1%
Capital Fund Management (CFM)
341
Capital Fund Management (CFM)
France
$4.61M +$2.71M +78,000 +143%
CWM
342
Cornerstone Wealth Management
Missouri
$4.61M -$296K -8,515 -6%
MWM
343
Mascoma Wealth Management
New Hampshire
$4.6M +$194K +5,580 +4%
CAI
344
Capital Advisors Inc
Oklahoma
$4.59M -$2.44M -70,040 -35%
PTC
345
Private Trust Company
Ohio
$4.56M +$1.24M +35,730 +37%
FMBTD
346
First Midwest Bank Trust Division
Illinois
$4.56M -$5.43M -155,975 -54%
NB
347
NBT Bank
New York
$4.52M -$15.5K -445 -0.3%
RCM
348
Riverhead Capital Management
Delaware
$4.5M – – –
AA
349
Ancora Advisors
Ohio
$4.47M +$1.84M +52,800 +70%
VFP
350
Verus Financial Partners
Virginia
$4.47M -$533K -15,320 -11%
12 13
14
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