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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 %
BFWA
451
Benchmark Financial Wealth Advisors
Florida
$3.69M +$477K +14,365 +15%
LBC
452
Lowe Brockenbrough & Co
Virginia
$3.68M +$2.64M +79,450 +254%
TCM
453
Telos Capital Management
California
$3.67M +$50.5K +1,520 +1%
CWM
454
Capital Wealth Management
Rhode Island
$3.65M +$310K +9,330 +9%
SSWM
455
Sheets Smith Wealth Management
North Carolina
$3.62M -$16.6K -500 -0.5%
PI
456
PFS Investments
Georgia
$3.61M +$1.95M +56,370 +117%
BCM
457
Boltwood Capital Management
California
$3.58M +$58.8K +1,770 +2%
NEPWA
458
New England Private Wealth Advisors
Massachusetts
$3.57M -$10.8K -325 -0.3%
EWA
459
Evolution Wealth Advisors
Florida
$3.57M +$3.57M +107,350 New
FCH
460
Freestone Capital Holdings
Washington
$3.48M +$3.48M +104,735 New
SPIA
461
Strategic Point Investment Advisors
Rhode Island
$3.45M +$252K +7,600 +8%
CGH
462
Crossmark Global Holdings
Texas
$3.45M -$413K -12,445 -11%
FC
463
FCA Corp
Texas
$3.43M -$121K -3,630 -3%
TFCP
464
Twin Focus Capital Partners
Massachusetts
$3.43M +$572K +17,210 +20%
GFP
465
Gryphon Financial Partners
Ohio
$3.42M +$1.56M +44,745 +84%
RWA
466
River Wealth Advisors
Pennsylvania
$3.4M +$357K +10,750 +12%
WPW
467
Waldron Private Wealth
Pennsylvania
$3.39M +$40.7K +1,225 +1%
SG Americas Securities
468
SG Americas Securities
New York
$3.35M +$3.19M +96,080 +1,973%
SC
469
Stratford Consulting
Texas
$3.33M -$74.7K -2,250 -2%
CFS
470
CRA Financial Services
New Jersey
$3.32M +$3.32M +99,830 New
PP
471
Palladium Partners
Virginia
$3.31M -$149K -4,485 -4%
ONB
472
Old National Bancorp
Indiana
$3.31M -$156K -4,695 -5%
MAP
473
Milestone Advisory Partners
North Carolina
$3.29M -$3.07M -93,315 -48%
NGA
474
Naples Global Advisors
Florida
$3.29M -$181K -5,150 -5%
LC
475
Lubar & Co
Wisconsin
$3.29M – – –
17 18
19
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