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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
1
Wells Fargo
California
$2.14B
2
Morgan Stanley
2
Morgan Stanley
New York
$624M
3
SMM
3
Stadion Money Management
Georgia
$77.6M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$59.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$340M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$6.44M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.16B
3
CS
3
Credit Suisse
Switzerland
$1.53M
4
Bank of America
4
Bank of America
North Carolina
$992M
5
Goldman Sachs
5
Goldman Sachs
New York
$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
51
Lenox Wealth Advisors
New York
$45.3M -$892K -29,855 -2%
BFA
52
BlackRock Fund Advisors
California
$45.3M +$2.48M +82,980 +6%
SHGA
53
Sand Hill Global Advisors
California
$44.3M +$2.08M +69,510 +5%
DIP
54
DT Investment Partners
Pennsylvania
$43.6M +$1.98M +66,305 +5%
GHA
55
GW Henssler & Associates
Georgia
$43.4M -$267K -8,950 -0.6%
Ameriprise
56
Ameriprise
Minnesota
$43M +$11.3M +378,330 +36%
PIM
57
Parker Investment Management
California
$42.8M +$12.4M +415,545 +41%
SIC
58
Sigma Investment Counselors
Michigan
$42.3M +$1.4M +46,705 +3%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$41.9M -$1.6M -53,695 -4%
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$40.3M – – –
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$40M -$6.39M -213,985 -14%
JFA
62
JNBA Financial Advisors
Minnesota
$38.5M +$9.48M +317,140 +33%
PFM
63
Phillips Financial Management
Indiana
$38.4M -$249K -8,080 -0.6%
CIA
64
Capital Investment Advisors
Georgia
$38.2M -$956K -32,005 -2%
BP
65
Ballentine Partners
Massachusetts
$38.2M +$64.4K +2,155 +0.2%
WSFS
66
Wilmington Savings Fund Society
Delaware
$38.1M -$1.22M -40,895 -3%
AFG
67
Arkansas Financial Group
Arkansas
$38M +$673K +22,530 +2%
BPB
68
Badgley, Phelps & Bell
Washington
$37.3M -$3.03M -101,445 -8%
MWM
69
Modera Wealth Management
New Jersey
$37.1M +$12K +400 +0%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$36.8M +$2.86M +95,620 +8%
US Bancorp
71
US Bancorp
Minnesota
$35.6M +$3.86M +129,090 +12%
SSB
72
Sandy Spring Bank
Maryland
$35.3M +$1.87M +62,685 +6%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$33M +$19.7M +657,740 +147%
CPO
74
Cerity Partners OCIO
New York
$31.7M -$1.74M -59,405 -5%
Lazard Asset Management
75
Lazard Asset Management
New York
$31.5M -$2.51M -83,910 -7%
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