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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 %
PA
426
PFG Advisors
Arizona
$4.17M +$383K +10,410 +10%
MWM
427
Mascoma Wealth Management
New Hampshire
$4.16M +$161K +4,010 +4%
CC
428
Chanos & Company
New York
$4.13M -$15.5M -383,985 -79%
SC
429
Stratford Consulting
Texas
$4.13M -$125K -3,110 -3%
NEGWA
430
New England Guild Wealth Advisors
Connecticut
$4.07M -$57.6K -1,430 -1%
WPW
431
Waldron Private Wealth
Pennsylvania
$4.06M +$875K +21,750 +28%
JFGIW
432
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.06M +$1.21K +30 +0%
CWM
433
Capital Wealth Management
Rhode Island
$4.05M +$763K +18,945 +23%
BRWA
434
B. Riley Wealth Advisors
Florida
$4.03M +$1.75M +43,445 +77%
CCT
435
Country Club Trust
Missouri
$4.02M +$590K +14,655 +17%
SXL
436
Summit X LLC
Missouri
$3.99M +$154K +3,845 +4%
LC
437
Lubar & Co
Wisconsin
$3.98M – – –
NGA
438
Naples Global Advisors
Florida
$3.97M +$305K +7,565 +8%
CCM
439
Canal Capital Management
Virginia
$3.94M -$31K -770 -0.8%
DSAM
440
Dock Street Asset Management
Florida
$3.93M -$354K -8,800 -8%
LPT
441
Legacy Private Trust
Wisconsin
$3.93M -$161K -3,990 -4%
SFI
442
SPC Financial Inc
Maryland
$3.92M -$2.89M -71,890 -42%
LFAS
443
Level Four Advisory Services
Texas
$3.9M -$1.36M -33,715 -26%
BFWA
444
Benchmark Financial Wealth Advisors
Florida
$3.9M +$3.9M +96,800 New
PGA
445
Portland Global Advisors
Maine
$3.88M +$1.29M +32,020 +50%
SPIA
446
Strategic Point Investment Advisors
Rhode Island
$3.87M +$556K +13,820 +17%
KPCM
447
Kings Point Capital Management
New York
$3.86M +$148K +3,670 +4%
Koshinski Asset Management
448
Koshinski Asset Management
Illinois
$3.86M +$1.76M +43,825 +84%
CPA
449
Clear Perspective Advisors
Illinois
$3.77M +$313K +7,780 +9%
MI
450
Moneywise Inc
Virginia
$3.77M -$93.8K -2,330 -2%
16 17
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