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

1,130 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 503 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
503
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$201M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M
4
Bank of America
Bank of America
North Carolina
+$81.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$80.3M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$739M
2
HNB
Huntington National Bank
Ohio
-$126M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.6M
4
AF
Ally Financial
Michigan
-$25.3M
5
PP
Pegasus Partners
Wisconsin
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
326
Sowell Financial Services
Arkansas
$6.67M +$526K +13,260 +9%
EDRIA
327
Edmonds Duncan Registered Investment Advisors
Kansas
$6.66M +$125K +3,220 +2%
RSVP
328
Ramsay Stattman Vela & Price
Colorado
$6.62M +$7.4K +190 +0.1%
KTC
329
Kistler-Tiffany Companies
Pennsylvania
$6.62M +$15.4K +395 +0.2%
AIM
330
Advantage Investment Management
Iowa
$6.6M -$1.57M -40,225 -19%
SFI
331
SPC Financial Inc
Maryland
$6.59M -$415K -10,645 -6%
SIAM
332
Sterling Investment Advisors (Missouri)
Missouri
$6.55M -$171K -4,390 -3%
CT
333
Coastline Trust
Rhode Island
$6.45M -$6.82K -175 -0.1%
AA
334
Ancora Advisors
Ohio
$6.36M +$102K +2,630 +2%
CS
335
Credit Suisse
Switzerland
$6.35M -$739M -18,968,525 -99%
AIP
336
Ahrens Investment Partners
Louisiana
$6.26M +$31.4K +805 +0.5%
WP
337
WealthSource Partners
California
$6.26M +$376K +9,640 +6%
TCM
338
Towercrest Capital Management
Pennsylvania
$6.26M +$139K +3,565 +2%
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$6.24M +$2.03M +52,225 +48%
BAMG
340
Brand Asset Management Group
Missouri
$6.24M +$6.24M +160,065 New
CAI
341
Capital Advisors Inc
Oklahoma
$6.19M +$390K +10,015 +7%
RWM
342
RKL Wealth Management
Pennsylvania
$6.18M +$732K +18,795 +13%
PWW
343
Pettyjohn Wood & White
Virginia
$6.13M -$30.8K -790 -0.5%
TAM
344
Tyers Asset Management
Texas
$6.12M +$189K +4,840 +3%
MWM
345
Marietta Wealth Management
Georgia
$6.11M +$263K +6,755 +5%
MCWS
346
McKinley Carter Wealth Services
West Virginia
$6.11M +$1.31M +33,730 +27%
FFWA
347
FRG Family Wealth Advisors
Washington
$6.05M -$5.45K -140 -0.1%
SAS
348
Stelac Advisory Services
New York
$6.01M +$440K +11,300 +8%
GCA
349
Greenwood Capital Associates
South Carolina
$6.01M +$5.49M +140,960 +1,055%
SCM
350
Stonehearth Capital Management
Massachusetts
$6.01M +$60.2K +1,545 +1%
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