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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 %
PA
426
PFG Advisors
Arizona
$4.23M -$38K -1,010 -0.9%
CFA
427
Cahill Financial Advisors
Minnesota
$4.23M +$7.47K +225 +0.2%
WIC
428
Whitegate Investment Counselors
New Hampshire
$4.22M +$321K +9,660 +8%
Wolverine Trading
429
Wolverine Trading
Illinois
$4.21M +$4.21M +128,170 New
PTC
430
Private Trust Company
Ohio
$4.17M -$715K -21,535 -15%
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.17M +$119K +3,590 +3%
BAS
432
Brown Advisory Securities
Maryland
$4.15M -$134K -4,040 -3%
SFG
433
Sage Financial Group
Pennsylvania
$4.11M +$2.43M +73,175 +145%
BCA
434
Berman Capital Advisors
Georgia
$4.09M -$172K -5,175 -4%
Cetera Investment Advisers
435
Cetera Investment Advisers
Illinois
$4.06M -$130K -3,910 -3%
KPCM
436
Kings Point Capital Management
New York
$4.04M +$856K +25,780 +27%
DAS
437
Dynamic Advisor Solutions
Arizona
$4.02M -$22.7K -625 -0.6%
SCG
438
Sonata Capital Group
Washington
$3.98M +$4.32K +130 +0.1%
WP
439
WealthSource Partners
California
$3.98M -$776K -23,350 -16%
GHCM
440
Glen Harbor Capital Management
California
$3.97M – – –
FC
441
Ferris Capital
Massachusetts
$3.96M +$392K +11,790 +11%
HR
442
Hardy Reed
Mississippi
$3.94M +$3.94M +118,700 New
PCFFS
443
Pacific Center for Financial Services
California
$3.93M +$305K +9,175 +8%
TPA
444
Trivium Point Advisory
Connecticut
$3.91M +$3.91M +117,800 New
PPA
445
Parametric Portfolio Associates
Washington
$3.83M -$28.7M -864,065 -88%
CBFP
446
Cedar Brook Financial Partners
Ohio
$3.8M +$3.8M +114,515 New
GC
447
Garde Capital
Washington
$3.78M +$50K +1,505 +1%
CCMG
448
Clark Capital Management Group
Pennsylvania
$3.73M +$1.94M +58,385 +108%
A
449
AdvicePeriod
California
$3.72M -$307K -9,235 -8%
CIBC World Market
450
CIBC World Market
Ontario, Canada
$3.7M -$207K -6,225 -5%
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