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iShares Core S&P Mid-Cap ETF

752 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 330 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 24

62% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $11.3M

41% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 234

4% more funds holding

Funds holding: 721752 (+31)

5% more capital invested

Capital invested by funds: $18.3B → $19.2B (+$900M)

3% less funds holding in top 10

Funds holding in top 10: 146142 (-4)

11.03% less ownership

Funds ownership: 331.34%320.31% (-11%)

Holders
752
Holders Change
+31
Holders Change %
+4.3%
% of All Funds
20.06%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
69
Increased
330
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$100M +$30.7M +994,230 +44%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$97.2M -$254M -8,228,820 -72%
Goldman Sachs
28
Goldman Sachs
New York
$91.5M +$35.3M +1,140,895 +63%
HI
29
Horizon Investments
North Carolina
$90.8M +$89.3M +2,889,755 +6,395%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$90M +$17.3M +560,995 +24%
BIM
31
BlackRock Investment Management
Delaware
$85.4M +$7.81M +252,615 +10%
UB
32
UMB Bank
Missouri
$83.5M -$1.65M -53,275 -2%
UCFA
33
United Capital Financial Advisors
Texas
$83M +$9.33M +301,925 +13%
State of Tennessee, Department of Treasury
34
State of Tennessee, Department of Treasury
Tennessee
$82M +$20.1M +650,000 +33%
AIM
35
Acropolis Investment Management
Missouri
$79.2M +$121K +3,915 +0.2%
Comerica Bank
36
Comerica Bank
Texas
$77M +$10.1M +325,185 +15%
LWMT
37
Legacy Wealth Management (Tennessee)
Tennessee
$76.3M +$14.1M +455,800 +23%
HTC
38
Haverford Trust Company
Pennsylvania
$74.9M +$86.9K +2,810 +0.1%
SMM
39
Stadion Money Management
Georgia
$74.4M -$6M -194,250 -7%
TCT
40
TIAA CREF Trust
Missouri
$72.8M +$2.49M +80,520 +4%
LW
41
Linscomb Wealth
Texas
$70M +$1.1M +35,690 +2%
BF
42
BOK Financial
Oklahoma
$67.9M -$62.3K -2,015 -0.1%
M&T Bank
43
M&T Bank
New York
$67.2M -$2.07M -66,950 -3%
HNB
44
Huntington National Bank
Ohio
$62M +$348K +11,275 New
GAIA
45
Global Atlantic Investment Advisors
Indiana
$56.6M -$1.87M -60,620 -3%
EMA
46
Efficient Market Advisors
California
$55.5M +$489K +15,835 +0.9%
Ameriprise
47
Ameriprise
Minnesota
$53.1M +$8.51M +275,395 +19%
TA
48
Tiedemann Advisors
New York
$52.9M +$25.4M +822,420 +90%
Principal Financial Group
49
Principal Financial Group
Iowa
$49.4M +$124K +4,000 +0.3%
Stifel Financial
50
Stifel Financial
Missouri
$49M +$18.6M +603,195 +61%