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iShares Core S&P Mid-Cap ETF

707 hedge funds and large institutions have $18.1B invested in iShares Core S&P Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 299 increasing their positions, 204 reducing their positions, and 29 closing their positions.

Holders
707
Holders Change
+71
Holders Change %
+11.16%
% of All Funds
18.57%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
3.47%
New
111
Increased
299
Reduced
204
Closed
29
Calls
$5.6M
Puts
$1.4M
Net Calls
+$4.2M
Net Calls Change
-$5.47M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.26B 30,568,523 +981,987 +3%
Wells Fargo
2
Wells Fargo
California
$1.86B 13,369,792 +558,495 +4%
Bank of America
3
Bank of America
North Carolina
$1.13B 8,080,972 +465,420 +6%
Morgan Stanley
4
Morgan Stanley
New York
$620M 4,452,612 +128,722 +3%
EFS
5
Edelman Financial Services
Virginia
$537M 3,857,635 +84,837 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$481M 3,452,401 +1,310,026 +61%
BIT
7
BlackRock Institutional Trust
California
$443M 3,176,546 +540,467 +21%
State of Wisconsin Investment Board
8
State of Wisconsin Investment Board
Wisconsin
$428M 3,068,100
UBS Group
9
UBS Group
Switzerland
$407M 2,921,184 +476,270 +19%
LPL Financial
10
LPL Financial
California
$400M 2,909,255 +1,505,024 +107%
KeyBank National Association
11
KeyBank National Association
Ohio
$348M 2,501,259 +47,093 +2%
VA
12
Valmark Advisers
Ohio
$314M 2,292,859 -165,909 -7%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$310M 2,221,533 +122,887 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$224M 1,609,826 +159,371 +11%
Northern Trust
15
Northern Trust
Illinois
$204M 1,463,987 +215,669 +17%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$182M 1,303,071 +275,690 +27%
RFC
17
Regions Financial Corp
Alabama
$176M 1,265,649 +26,228 +2%
BlackRock
18
BlackRock
New York
$154M 1,107,816 +324,751 +41%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$152M 1,090,783 +259,544 +31%
Creative Planning
20
Creative Planning
Kansas
$143M 1,027,767 +34,521 +3%
AA
21
Alesco Advisors
New York
$136M 977,080 +49,987 +5%
MIH
22
Madison Investment Holdings
Wisconsin
$123M 885,306 -69,735 -7%
SIM
23
Sentry Investment Management
Wisconsin
$114M 817,400 +74,200 +10%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$108M 775,324 +29,692 +4%
V
25
Veritable
Delaware
$91.7M 657,962 +15,342 +2%