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

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$696M
2
FCAS
First Command Advisory Services
Texas
+$128M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$115M
4
HT
Hefren-Tillotson
Pennsylvania
+$109M
5
Creative Planning
Creative Planning
Kansas
+$90.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04B
2
CWM
Cornerstone Wealth Management
Missouri
-$909M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$189M
4
HNB
Huntington National Bank
Ohio
-$149M
5
USAA
United Services Automobile Association
Texas
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
251
Parker Investment Management
California
$10.3M -$6.78M -204,040 -40%
B
252
Bailard
California
$10.2M -$174K -5,245 -2%
AFA
253
American Financial Advisors
Georgia
$10.2M +$10.2M +305,675 New
FLPIM
254
F.L. Putnam Investment Management
Massachusetts
$10.1M -$1.73M -52,025 -15%
CG
255
Cynosure Group
Utah
$9.99M +$9.99M +300,825 New
WWM
256
Western Wealth Management
Colorado
$9.95M +$9.95M +300,005 New
CASB
257
Cape Ann Savings Bank
Massachusetts
$9.91M -$392K -10,355 -4%
NC
258
NewSquare Capital
Pennsylvania
$9.91M +$530K +15,945 +6%
BOTW
259
Bank of the West
California
$9.88M +$6.25M +188,210 +172%
MFM
260
Mirsky Financial Management
New York
$9.77M +$9.77M +294,210 New
CAGAS
261
Capital Advisory Group Advisory Services
Minnesota
$9.74M -$515K -15,500 -5%
LI
262
LVZ Inc
Michigan
$9.65M +$169K +5,095 +2%
JF
263
JSF Financial
California
$9.59M +$9.59M +288,595 New
GC
264
Grimes & Company
Massachusetts
$9.58M -$20.3M -612,585 -68%
AWM
265
Avondale Wealth Management
Texas
$9.45M +$726K +21,865 +8%
GWM
266
Geneos Wealth Management
Colorado
$9.38M -$8.5M -258,600 -48%
CTA
267
Colonial Trust Advisors
South Carolina
$9.38M -$1.04M -31,165 -10%
CFD
268
Creative Financial Designs
Indiana
$9.32M +$522K +15,710 +6%
MA
269
MUFG Americas
New York
$9.31M -$153K -4,600 -2%
CFGS
270
Concourse Financial Group Securities
Alabama
$9.3M +$6.65M +200,265 +252%
FWM
271
Fairhaven Wealth Management
Illinois
$9.29M +$9.29M +279,775 New
FMWA
272
Forvis Mazars Wealth Advisors
Missouri
$9.2M -$1.52M -45,625 -14%
IF
273
Ironwood Financial
Arizona
$9.2M +$177K +5,330 +2%
PFP
274
Pinnacle Financial Partners
Tennessee
$9.16M +$18.8K +565 +0.2%
LA
275
Lynch & Associates
Indiana
$9.13M -$110K -3,305 -1%
9 10
11
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