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

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$294M
2
Deutsche Bank
Deutsche Bank
Germany
$0
3
EFS
Edelman Financial Services
Virginia
$562M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$291M
5
BFA
BlackRock Fund Advisors
California
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMIM
126
Lockheed Martin Investment Management
Maryland
$13.3M +$10.1M +331,300 +310%
SGAM
127
Steinberg Global Asset Management
Florida
$13M +$332K +10,930 +3%
TCOV
128
Trust Company of Vermont
Vermont
$13M +$157K +5,155 +1%
HRIA
129
Haberer Registered Investment Advisor
Ohio
$12.7M +$175K +5,765 +1%
MAA
130
Managed Account Advisors
New Jersey
$12.6M +$7.04M +231,645 +126%
CS
131
Credit Suisse
Switzerland
$12.4M -$139K -4,570 -1%
BWP
132
BSW Wealth Partners
Colorado
$11.9M +$8.38M +275,645 +235%
PAA
133
Peregrine Asset Advisers
Oregon
$11.8M +$11.8M +386,850 New
VAM
134
Visionary Asset Management
Texas
$11.7M -$8.57M -282,090 -42%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$11.7M +$2.33M +76,735 +25%
AI
136
Atria Investments
North Carolina
$11.7M +$2.34M +76,910 +25%
CNC
137
Citizens & Northern Corp
Pennsylvania
$11.3M -$187K -6,160 -2%
MA
138
MUFG Americas
New York
$11.3M +$367K +12,070 +3%
CAM
139
Congress Asset Management
Massachusetts
$11.3M +$909K +29,890 +9%
CS
140
Comerica Securities
Michigan
$11.1M +$11.1M +365,490 New
EK
141
Evensky & Katz
Florida
$11.1M +$11.1M +365,070 New
FNT
142
First National Trust
Pennsylvania
$11M +$822K +27,045 +8%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$10.9M +$1.19M +39,090 +12%
KCM
144
Kanawha Capital Management
Virginia
$10.8M +$186K +6,125 +2%
TCM
145
Twele Capital Management
Minnesota
$10.6M – – –
Loomis, Sayles & Company
146
Loomis, Sayles & Company
Massachusetts
$10.6M +$769K +25,300 +8%
HPBT
147
High Point Bank & Trust
North Carolina
$10.5M -$505K -16,605 -5%
RJA
148
Raymond James & Associates
Florida
$10.4M +$3.59M +118,170 +53%
BCM
149
BTC Capital Management
Iowa
$10.3M +$4.96M +163,250 +92%
Bessemer Group
150
Bessemer Group
New Jersey
$10.1M +$9.52M +313,360 +1,811%
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