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

Top Sellers

1
Citigroup
1
Citigroup
New York
$82.7M
2
AA
2
ALPS Advisors
Colorado
$0
3
HNB
3
Huntington National Bank
Ohio
$35.9M
4
HCM
4
Hollencrest Capital Management
California
$0
5
CNB
5
City National Bank
California
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$37.6M -$135K -4,940 -0.4%
HNB
52
Huntington National Bank
Ohio
$35.9M -$35.3M – –
LWA
53
Lenox Wealth Advisors
New York
$35.5M +$371K +13,550 +1%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$35.3M +$1.84M +67,410 +6%
BP
55
Ballentine Partners
Massachusetts
$34.2M -$186K -6,785 -0.5%
BPB
56
Badgley, Phelps & Bell
Washington
$33.3M +$440K +16,090 +1%
Lazard Asset Management
57
Lazard Asset Management
New York
$32M -$2.36M -86,345 -7%
BIM
58
BlackRock Investment Management
Delaware
$32M -$608K -22,215 -2%
TCT
59
TIAA CREF Trust
Missouri
$31.5M +$678K +24,805 +2%
VF
60
Virtu Financial
New York
$31.2M +$5.62M +205,515 +22%
Principal Financial Group
61
Principal Financial Group
Iowa
$29.9M -$6.73M -246,000 -18%
PFM
62
Phillips Financial Management
Indiana
$29.6M -$123K -4,735 -0.4%
CIA
63
Capital Investment Advisors
Georgia
$29.4M +$804K +29,405 +3%
DWM
64
Destination Wealth Management
California
$29.4M -$2.04M -74,525 -6%
NEAM
65
New England Asset Management
Connecticut
$29.3M -$273K -10,000 -0.9%
AFG
66
Arkansas Financial Group
Arkansas
$29.1M +$120K +4,380 +0.4%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$27.6M -$308K -11,255 -1%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$27.3M +$2.48M +90,575 +10%
US Bancorp
69
US Bancorp
Minnesota
$26.7M +$583K +21,305 +2%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$26.3M +$612K +22,360 +2%
SOMRS
71
State of Michigan Retirement System
Michigan
$26M +$7.33M +268,000 +39%
BUB
72
BBVA USA Bancshares
Texas
$24.8M -$1.05M -38,490 -4%
CCFCSB
73
Cape Cod Five Cents Savings Bank
Massachusetts
$24.7M +$1.07M +39,240 +5%
WCM
74
Weatherstone Capital Management
Colorado
$24.7M +$9.53M +348,590 +63%
TAT
75
TD Ameritrade Trust
Colorado
$24.5M +$141K +5,155 +0.6%
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