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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 %
SNT
451
Security National Trust
West Virginia
$2.28M -$27.8K -800 -1%
WA
452
WealthTrust-Arizona
Arizona
$2.27M -$15.7K -450 -0.7%
CBT
453
Central Bank & Trust
Kentucky
$2.27M -$100K -2,885 -4%
SCM
454
Sterling Capital Management
North Carolina
$2.25M -$29.2K -840 -1%
MAS
455
Madden Advisory Services
Florida
$2.24M – – –
CB
456
Chemical Bank
Michigan
$2.24M +$182K +5,235 +9%
BIM
457
Bridgecreek Investment Management
Oklahoma
$2.21M +$6.09K +175 +0.3%
KPCM
458
Kings Point Capital Management
New York
$2.18M +$381K +10,950 +21%
AIP
459
Almanack Investment Partners
Pennsylvania
$2.18M +$442K +12,705 +25%
HT
460
Hefren-Tillotson
Pennsylvania
$2.12M -$685K -19,695 -24%
MWP
461
Moller Wealth Partners
$2.06M – – –
CCM
462
Condor Capital Management
New Jersey
$2.05M -$29.9K -860 -1%
AWM
463
AE Wealth Management
Kansas
$2.04M +$1.36M +39,060 +199%
SFA
464
Sequoia Financial Advisors
Ohio
$2.02M +$147K +4,230 +8%
OWD
465
Osborn Williams & Donohoe
Ohio
$2.01M -$6.79K -195 -0.3%
SWM
466
SVA Wealth Management
Wisconsin
$2.01M +$94.3K +2,710 +5%
BG
467
Bahl & Gaynor
Ohio
$2M +$149K +4,290 +8%
AWMG
468
Alliance Wealth Management Group
New Jersey
$2M +$174 +5 +0%
VOYA Investment Management
469
VOYA Investment Management
Georgia
$1.99M -$2.7M -77,555 -58%
GC
470
Gilbert & Cook
Iowa
$1.98M +$75.9K +2,180 +4%
CPSAC
471
Chas P. Smith & Associates (CPS)
Florida
$1.93M +$132K +3,805 +7%
Neuberger Berman Group
472
Neuberger Berman Group
New York
$1.92M +$358K +10,285 +23%
AWA
473
Arete Wealth Advisors
Illinois
$1.92M +$332K +9,545 +21%
FNBT
474
FineMark National Bank & Trust
Florida
$1.91M +$4.87K +140 +0.3%
CL
475
Choreo LLC
Illinois
$1.9M -$356K -10,230 -16%
17 18
19
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