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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 %
AllianceBernstein
476
AllianceBernstein
Tennessee
$737K -$219K -7,320 -23%
WJA
477
Williams Jones & Associates
New York
$731K +$345K +11,540 +89%
CNBT
478
Canandaigua National Bank & Trust
New York
$730K +$166K +5,545 +29%
CL
479
CIM LLC
New York
$725K – – –
WIC
480
Woodmont Investment Counsel
Tennessee
$725K +$638K +21,350 +732%
DBT
481
Dubuque Bank & Trust
Iowa
$722K +$503K +16,835 +230%
CLOS
482
Compagnie Lombard Odier SCmA
Switzerland
$720K +$428K +14,320 +147%
SCA
483
Salient Capital Advisors
Texas
$713K +$149 +5 +0%
SCM
484
Sterling Capital Management
North Carolina
$708K -$104K -3,480 -13%
RG
485
Rathbones Group
United Kingdom
$706K -$273K -9,145 -28%
GJIC
486
Gamble Jones Investment Counsel
California
$700K +$448 +15 +0.1%
HWM
487
Heartwood Wealth Management
United Kingdom
$676K – – –
DMS
488
Discretionary Management Services
Kansas
$676K +$403K +13,500 +148%
BCM
489
BTC Capital Management
Iowa
$673K – – –
CAL
490
Capital Analysts LLC
Pennsylvania
$668K -$191K -6,385 -22%
EWA
491
EP Wealth Advisors
California
$665K +$105K +3,500 +19%
FMW
492
Farr Miller & Washington
District of Columbia
$663K +$109K +3,645 +20%
WCM
493
Wealthcare Capital Management
Virginia
$662K +$30.8K +1,030 +5%
BFO
494
Boston Family Office
Massachusetts
$650K – – –
RMCM
495
Reynders McVeigh Capital Management
Massachusetts
$644K +$17.2K +575 +3%
ANB
496
Amarillo National Bank
Texas
$634K – – –
TNBTD
497
Trustmark National Bank Trust Department
Mississippi
$633K -$17.8K -595 -3%
KL
498
KWMG LLC
Kansas
$631K – – –
SCM
499
SOL Capital Management
Maryland
$629K +$105K +3,500 +20%
JCM
500
Janney Capital Management
Pennsylvania
$618K -$35.6M -1,192,855 -98%
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