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

708 hedge funds and large institutions have $17.7B invested in iShares Core S&P Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 276 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.9%
Holding in Top 10
139
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.3%
% of All Funds
3.71%
New
61
Increased
276
Reduced
266
Closed
53
Calls
$15.5M
Puts
$4.86M
Net Calls
+$10.6M
Net Calls Change
+$6.45M

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$579M
2
CS
2
Credit Suisse
Switzerland
$130M
3
CC
3
Cedar Capital
Illinois
$99.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$271M
5
Goldman Sachs
5
Goldman Sachs
New York
$118M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24B
2
Bank of America
2
Bank of America
North Carolina
$1.02B
3
Morgan Stanley
3
Morgan Stanley
New York
$527M
4
Citigroup
4
Citigroup
New York
$9.18M
5
Wells Fargo
5
Wells Fargo
California
$1.85B
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
101
Prudential Financial
New Jersey
$21.7M +$412K +14,300 +2%
CFG
102
CKW Financial Group
Hawaii
$21.4M -$24.6M -851,620 -53%
Truist Financial
103
Truist Financial
North Carolina
$21.1M +$4.24M +147,150 +25%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.3M +$3.89M +135,035 +24%
BHWM
105
Bar Harbor Wealth Management
New Hampshire
$20M -$59.8K -2,075 -0.3%
NA
106
Nottingham Advisors
New York
$20M – – –
Bessemer Group
107
Bessemer Group
New Jersey
$18.1M -$1.9M -65,920 -9%
MCM
108
MAI Capital Management
Ohio
$18M -$54.2K -1,880 -0.3%
PA
109
Planning Alternatives
Michigan
$17.8M +$757K +26,240 +4%
TAT
110
TD Ameritrade Trust
Colorado
$17.7M -$1.38M -47,935 -7%
NMIMC
111
Northwestern Mutual Investment Management Company
Wisconsin
$17.3M +$16.2M +561,080 +1,496%
BFA
112
Beaumont Financial Advisors
Massachusetts
$16.6M -$667K -21,950 -4%
SPC
113
Sigma Planning Corp
Michigan
$16.1M -$2.64M -91,545 -14%
PRS
114
Pinkerton Retirement Specialists
Idaho
$16M -$1.09M -38,350 -6%
CIR
115
Clear Investment Research
Georgia
$15.7M +$520K +18,025 +3%
LP
116
LGL Partners
Pennsylvania
$15.7M -$446K -15,480 -3%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$15.5M -$2.21M -76,715 -13%
EDRH
118
Edmond de Rothschild Holding
Switzerland
$15.5M -$94.9K -3,290 -0.6%
FNBOH
119
First National Bank of Hutchinson
Kansas
$15.4M +$32.3K +1,120 +0.2%
IA
120
IFP Advisors
Florida
$15.4M +$3.03M +79,850 +25%
CCP
121
Cardan Capital Partners
Colorado
$15.2M +$5.64M +195,745 +59%
ERSOT
122
Employees Retirement System of Texas
Texas
$15M +$1.3M +45,000 +9%
SFS
123
Summit Financial Strategies
Ohio
$14.9M +$414K +14,345 +3%
FNT
124
First National Trust
Pennsylvania
$14.8M +$481K +16,675 +3%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$14.7M -$2.49M -86,180 -14%
3 4
5
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