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

624 hedge funds and large institutions have $17.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 292 increasing their positions, 184 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+25
Holders Change %
+4.17%
% of All Funds
16.64%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
3.04%
New
63
Increased
292
Reduced
184
Closed
30
Calls
$9.18M
Puts
$6.82M
Net Calls
+$2.35M
Net Calls Change
-$930K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.32B
2
Morgan Stanley
2
Morgan Stanley
New York
$642M
3
AA
3
ALPS Advisors
Colorado
$73M
4
SMM
4
Stadion Money Management
Georgia
$71.7M
5
VF
5
Virtu Financial
New York
$57.1M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$294M
2
Deutsche Bank
2
Deutsche Bank
Germany
$0
3
EFS
3
Edelman Financial Services
Virginia
$562M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$291M
5
BFA
5
BlackRock Fund Advisors
California
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
51
Wilmington Savings Fund Society
Delaware
$41.6M -$383K -12,615 -0.9%
SWP
52
Stratos Wealth Partners
Ohio
$41.5M +$24.6M +808,270 +145%
NG
53
NatWest Group
United Kingdom
$40.1M -$491K -16,160 -1%
JCM
54
Janney Capital Management
Pennsylvania
$39.3M +$38.6M +1,271,200 +5,834%
MWM
55
Modera Wealth Management
New Jersey
$39.3M -$1.51M -49,575 -4%
SHGA
56
Sand Hill Global Advisors
California
$38.8M +$1.92M +63,120 +5%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$38.1M +$19.6M +643,830 +106%
BPB
58
Badgley, Phelps & Bell
Washington
$37.6M +$143K +4,710 +0.4%
EB
59
Eastern Bank
Massachusetts
$37.1M -$26.4M -868,320 -42%
BP
60
Ballentine Partners
Massachusetts
$36.9M -$699K -22,995 -2%
B
61
Baird
Wisconsin
$36.7M +$25.7M +846,970 +236%
CNB
62
City National Bank
California
$36.5M -$5.59M -183,940 -13%
PFM
63
Phillips Financial Management
Indiana
$35.9M -$68.6K -2,250 -0.2%
CIA
64
Capital Investment Advisors
Georgia
$35.6M +$2.24M +73,590 +7%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$34.8M +$3.46M +113,845 +11%
Principal Financial Group
66
Principal Financial Group
Iowa
$34.3M -$6.88M -226,500 -17%
DIP
67
DT Investment Partners
Pennsylvania
$33.8M -$8.83M -290,400 -21%
AFG
68
Arkansas Financial Group
Arkansas
$32.3M -$1.89M -62,165 -6%
BWM
69
Braver Wealth Management
Massachusetts
$32.3M +$9.7M +319,230 +43%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$32.1M +$7.88M +259,210 +33%
DWM
71
Destination Wealth Management
California
$31.9M -$703K -23,135 -2%
PA
72
Planning Alternatives
Michigan
$31.2M +$859K +28,260 +3%
BFA
73
BlackRock Fund Advisors
California
$30.7M -$93.2M -3,064,825 -75%
GAIA
74
Global Atlantic Investment Advisors
Indiana
$30.6M +$10.5M +346,940 +53%
US Bancorp
75
US Bancorp
Minnesota
$30.1M +$349K +11,490 +1%
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