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

560 hedge funds and large institutions have $16.1B invested in iShares Core S&P Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 240 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+9
Holders Change %
+1.63%
% of All Funds
16.26%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.96%
New
44
Increased
240
Reduced
173
Closed
29
Calls
$21.9M
Puts
$3.31M
Net Calls
+$18.6M
Net Calls Change
-$7.31M

Top Buyers

1
GHF
Good Harbor Financial
Illinois
$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.55B
3
M&T Bank
M&T Bank
New York
$71.5M
4
Bank of America
Bank of America
North Carolina
$1B
5
Goldman Sachs
Goldman Sachs
New York
$97.5M

Top Sellers

1
Citigroup
Citigroup
New York
$82.7M
2
AA
ALPS Advisors
Colorado
$0
3
HNB
Huntington National Bank
Ohio
$35.9M
4
HCM
Hollencrest Capital Management
California
$0
5
CNB
City National Bank
California
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$97.5M +$48M +1,753,770 +97%
SIM
27
Sentry Investment Management
Wisconsin
$93.8M +$2.93M +107,000 +3%
V
28
Veritable
Delaware
$84.4M -$716K -26,180 -0.8%
Citigroup
29
Citigroup
New York
$82.7M -$348M -12,713,685 -81%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$75.7M +$10M +365,915 +15%
M&T Bank
31
M&T Bank
New York
$71.5M +$69.9M +2,555,410 +4,226%
Creative Planning
32
Creative Planning
Kansas
$70.1M +$9.95M +363,665 +17%
LW
33
Linscomb Wealth
Texas
$63.9M -$5.65M -206,570 -8%
BF
34
BOK Financial
Oklahoma
$63.3M -$147K -5,375 -0.2%
AIM
35
Acropolis Investment Management
Missouri
$62.4M +$1.3M +47,485 +2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$60.5M -$2.26M -82,775 -4%
EB
37
Eastern Bank
Massachusetts
$57.3M +$675K +24,680 +1%
AFS
38
Aft Forsyth & Sober
Florida
$52M -$1.5M -55,000 -3%
VAM
39
Visionary Asset Management
Texas
$52M +$13.4M +490,765 +35%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$51.2M +$14.8M +541,720 +41%
APCM
41
Alaska Permanent Capital Management
Alaska
$48.7M +$1.57M +57,385 +3%
Comerica Bank
42
Comerica Bank
Texas
$46.4M -$1.32M -48,360 -3%
HTC
43
Haverford Trust Company
Pennsylvania
$45.5M +$824K +30,120 +2%
GHA
44
GW Henssler & Associates
Georgia
$44.5M -$11.6K -425 -0%
EMA
45
Efficient Market Advisors
California
$42.5M -$354K -12,950 -0.8%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$41.7M +$23.8M +871,065 +133%
CFG
47
CKW Financial Group
Hawaii
$41M +$41M +1,499,775 +177,488%
DIP
48
DT Investment Partners
Pennsylvania
$38.5M +$1.66M +60,640 +5%
SHGA
49
Sand Hill Global Advisors
California
$38M +$5.69M +208,120 +18%
WSFS
50
Wilmington Savings Fund Society
Delaware
$37.7M +$73.8K +2,700 +0.2%
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