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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 %
SHWM
426
Smith & Howard Wealth Management
Georgia
$1.1M – – –
CCT
427
Country Club Trust
Missouri
$1.09M +$629K +21,040 +135%
EFS
428
Essex Financial Services
Connecticut
$1.08M -$31.2K -1,045 -3%
ST
429
Somerset Trust
Pennsylvania
$1.08M +$228K +7,625 +27%
CCG
430
Cypress Capital Group
Florida
$1.07M +$9.71K +325 +0.9%
CT
431
Cambridge Trust
Massachusetts
$1.07M -$97.1K -3,250 -8%
RBC
432
Ronald Blue & Co
Georgia
$1.07M +$558K +18,680 +110%
1SB
433
1ST Source Bank
Indiana
$1.07M +$314K +10,500 +42%
DC
434
Davenport & Co
Virginia
$1.06M +$283K +9,470 +37%
FFSOTS
435
Fiduciary Financial Services of The Southwest
Texas
$1.04M -$37.9K -1,270 -4%
WRM
436
Westport Resources Management
Connecticut
$1.04M -$40.6K -1,360 -4%
GP
437
Girard Partners
Pennsylvania
$1.04M +$180K +6,025 +21%
AW
438
ACG Wealth
Georgia
$1.03M -$45K -1,505 -4%
Barclays
439
Barclays
United Kingdom
$1.02M +$828K +27,725 +423%
WA
440
WealthTrust-Arizona
Arizona
$1.01M -$150K -5,010 -13%
IWM
441
Integrated Wealth Management
California
$981K -$79.3K -2,655 -7%
WAM
442
Weatherly Asset Management
California
$969K -$40.9K -1,370 -4%
QCG
443
Quadrant Capital Group
Ohio
$969K +$376K +12,660 +63%
DSC
444
Duncker Streett & Co
Missouri
$968K +$73.6K +2,465 +8%
MFT
445
Moisand Fitzgerald Tamayo
Florida
$965K -$33.6K -1,125 -3%
PA
446
Pinnacle Associates
New York
$956K +$22.7K +760 +2%
OMC
447
Overbrook Management Corp
New York
$933K – – –
HCA
448
Harbour Capital Advisors
Virginia
$927K -$39.1K -1,310 -4%
VOYA Investment Management
449
VOYA Investment Management
Georgia
$926K +$926K +31,000 New
HFS
450
HL Financial Services
Kentucky
$913K -$31.4K -1,050 -3%
16 17
18
19 20