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

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$911M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$172M
3
BlackRock
BlackRock
New York
+$172M
4
FCAS
First Command Advisory Services
Texas
+$152M
5
LPL Financial
LPL Financial
California
+$109M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$131M
2
State Street
State Street
Massachusetts
-$98.5M
3
JFA
JNBA Financial Advisors
Minnesota
-$45.8M
4
MSA
Mason Street Advisors
Wisconsin
-$28.8M
5
QIM
Quantitative Investment Management
Virginia
-$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
351
Middleton & Co
Massachusetts
$6.13M +$269K +6,690 +5%
SCM
352
Stonehearth Capital Management
Massachusetts
$6.13M -$84.1K -2,090 -1%
AWM
353
Avior Wealth Management
Nebraska
$6.12M +$94.4K +2,345 +2%
FHA
354
Flagship Harbor Advisors
Massachusetts
$6.08M +$909K +22,760 +18%
PTC
355
Private Trust Company
Ohio
$5.93M +$160K +3,980 +3%
CF
356
Copperwynd Financial
Arizona
$5.89M +$21.5K +535 +0.4%
CB
357
Commerce Bank
Missouri
$5.84M +$202K +5,020 +4%
UWPG
358
Ullmann Wealth Partners Group
Florida
$5.84M -$202K -5,030 -3%
WP
359
WealthSource Partners
California
$5.76M -$711K -17,660 -11%
GIA
360
GHP Investment Advisors
Colorado
$5.74M -$6.44K -160 -0.1%
SLT
361
St Louis Trust
Missouri
$5.73M – – –
Chevy Chase Trust
362
Chevy Chase Trust
Maryland
$5.72M +$911K +22,640 +19%
BC
363
Brinker Capital
Pennsylvania
$5.7M -$162K -4,020 -3%
BAC
364
Boys Arnold & Co
North Carolina
$5.7M +$167K +4,190 +3%
KWMG
365
King Wealth Management Group
Florida
$5.69M +$536K +13,315 +10%
SAS
366
Stelac Advisory Services
New York
$5.67M -$634K -15,515 -10%
CG
367
Colony Group
Massachusetts
$5.66M +$275K +6,820 +5%
WAM
368
Wealthspire Advisors (Maryland)
Maryland
$5.64M +$1.28M +31,855 +29%
HMC
369
Harvard Management Company
Massachusetts
$5.62M -$74.3K -1,845 -1%
CIR
370
Clear Investment Research
Georgia
$5.6M -$13.3M -331,540 -70%
BA
371
Bristlecone Advisors
Washington
$5.57M +$2.14M +53,120 +62%
PP
372
PDS Planning
Ohio
$5.4M +$373K +9,260 +7%
SHIM
373
Stone House Investment Management
Pennsylvania
$5.39M +$245K +6,075 +5%
CSA
374
Cottage Street Advisors
Massachusetts
$5.38M – – –
MCWS
375
McKinley Carter Wealth Services
West Virginia
$5.37M -$940K -23,360 -15%
13 14
15
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