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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 %
CG
401
Colony Group
Massachusetts
$4.58M -$91K -2,740 -2%
ASN
402
Advisory Services Network
Georgia
$4.57M -$4.55M -136,930 -50%
CFB
403
Cullen/Frost Bankers
Texas
$4.56M +$258K +7,770 +6%
BA
404
Bristlecone Advisors
Washington
$4.52M -$75.6K -2,275 -2%
SAS
405
Stelac Advisory Services
New York
$4.52M -$227K -6,640 -5%
HMC
406
Harvard Management Company
Massachusetts
$4.51M -$125K -3,760 -3%
MC
407
Middleton & Co
Massachusetts
$4.51M -$552K -16,620 -11%
MCWS
408
McKinley Carter Wealth Services
West Virginia
$4.47M +$42.3K +1,275 +1%
CSA
409
Cottage Street Advisors
Massachusetts
$4.44M – – –
APSP
410
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.44M -$109K -3,285 -2%
AUB
411
Atlantic Union Bankshares
Virginia
$4.41M +$4.41M +132,845 New
EWM
412
Executive Wealth Management
Michigan
$4.4M +$4.4M +132,380 New
RCM
413
Riverhead Capital Management
Delaware
$4.38M – – –
BPWA
414
Beacon Pointe Wealth Advisors
California
$4.36M +$4.36M +131,215 New
N
415
Natixis
France
$4.35M +$1.98M +59,660 +84%
PB
416
Pinnacle Bancorp
Nebraska
$4.32M +$4.32M +129,980 New
FAIM
417
Financial Advocates Investment Management
Washington
$4.31M -$3.08M -92,705 -42%
ST
418
Smithfield Trust
Pennsylvania
$4.31M +$1.53M +45,960 +55%
NPF
419
Norris Perne & French
Michigan
$4.31M +$108K +3,250 +3%
JA
420
JVL Associates
Michigan
$4.28M +$272K +8,190 +7%
PGA
421
Portland Global Advisors
Maine
$4.27M +$1.07M +32,280 +33%
CFC
422
Coyle Financial Counsel
Illinois
$4.27M +$63.9K +1,925 +2%
FWCM
423
Ferguson Wellman Capital Management
Oregon
$4.24M -$183K -5,500 -4%
NL
424
NWAM LLC
Washington
$4.24M -$26.4K -795 -0.6%
AF
425
Arrow Financial
New York
$4.24M +$3.66M +110,275 +637%
15 16
17
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