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

868 hedge funds and large institutions have $22.6B invested in iShares Core S&P Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 394 increasing their positions, 223 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
+117
Holders Change %
+15.58%
% of All Funds
21.73%
Holding in Top 10
177
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+24.65%
% of All Funds
4.43%
New
152
Increased
394
Reduced
223
Closed
19
Calls
$23M
Puts
$5.22M
Net Calls
+$17.8M
Net Calls Change
+$10.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$415M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$378M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$149M
4
SIM
Scottrade Investment Management
Missouri
+$106M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$94.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$106M
2
HI
Horizon Investments
North Carolina
-$95.5M
3
Principal Financial Group
Principal Financial Group
Iowa
-$29.5M
4
UCFA
United Capital Financial Advisors
Texas
-$27.8M
5
VA
Valmark Advisers
Ohio
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
351
Sheets Smith Wealth Management
North Carolina
$3.5M – – –
CFP
352
Cornerstone Financial Partners
North Carolina
$3.49M +$1.38M +41,995 +66%
MC
353
Martin & Co
Tennessee
$3.47M -$137K -4,150 -4%
RWA
354
River Wealth Advisors
Pennsylvania
$3.45M +$330K +9,965 +11%
FC
355
FCA Corp
Texas
$3.44M +$40.2K +1,215 +1%
RWG
356
Regal Wealth Group
California
$3.35M -$2.63M -79,570 -44%
NA
357
NewEdge Advisors
Louisiana
$3.29M +$3.29M +97,825 New
NEPWA
358
New England Private Wealth Advisors
Massachusetts
$3.29M +$48.6K +1,470 +2%
BA
359
Boston Advisors
Massachusetts
$3.27M +$3.27M +98,960 New
CWM
360
Cornerstone Wealth Management
Missouri
$3.27M +$2.7M +81,280 +479%
RJT
361
Raymond James Trust
Florida
$3.26M +$709K +21,430 +28%
AC
362
Alexandria Capital
Virginia
$3.25M -$66.6K -2,015 -2%
VFA
363
Voya Financial Advisors
Connecticut
$3.24M +$774K +23,300 +31%
AFG
364
Albion Financial Group
Utah
$3.22M +$17K +515 +0.5%
State Street
365
State Street
Massachusetts
$3.16M +$3.16M +95,680 New
MCWS
366
McKinley Carter Wealth Services
West Virginia
$3.13M +$741K +22,400 +31%
PFA
367
Pinnacle Family Advisors
Missouri
$3.1M +$3.1M +93,700 New
MWM
368
Mascoma Wealth Management
New Hampshire
$3.1M +$3.1M +93,605 New
GC
369
Guggenheim Capital
Illinois
$3.05M -$312K -9,430 -9%
WAM
370
Wealthspire Advisors (Maryland)
Maryland
$3.04M +$192K +5,810 +7%
CFA
371
Carroll Financial Associates
North Carolina
$3.01M +$585K +17,710 +24%
WP
372
WealthSource Partners
California
$2.98M +$308K +9,305 +12%
BOTW
373
Bank of the West
California
$2.97M -$271K -8,195 -8%
EB
374
Eastern Bank
Massachusetts
$2.95M -$211K -6,390 -7%
IP
375
Investment Partners
Ohio
$2.94M -$225K -6,795 -7%
13 14
15
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