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

1,130 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 503 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
503
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$201M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M
4
Bank of America
Bank of America
North Carolina
+$81.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$80.3M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$739M
2
HNB
Huntington National Bank
Ohio
-$126M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.6M
4
AF
Ally Financial
Michigan
-$25.3M
5
PP
Pegasus Partners
Wisconsin
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
501
Birch Hill Investment Advisors
Massachusetts
$2.54M +$248K +6,370 +11%
FBA
502
Front Barnett Associates
Illinois
$2.51M -$66.4K -1,705 -3%
MAS
503
Madden Advisory Services
Florida
$2.51M – – –
PGA
504
Portland Global Advisors
Maine
$2.51M -$52.6K -1,350 -2%
FNBT
505
FineMark National Bank & Trust
Florida
$2.5M +$91.7K +2,355 +4%
LFA
506
Legacy Financial Advisors
Kentucky
$2.47M +$333K +8,365 +16%
SWM
507
SVA Wealth Management
Wisconsin
$2.47M +$228K +5,855 +10%
AFG
508
Albion Financial Group
Utah
$2.44M -$578K -14,830 -19%
GP
509
Geneva Partners
Wisconsin
$2.42M -$59K -1,515 -2%
UBG
510
United Bank (Georgia)
Georgia
$2.42M +$96.4K +2,475 +4%
AC
511
Alley Company
Illinois
$2.4M -$1.75K -45 -0.1%
HT
512
Hefren-Tillotson
Pennsylvania
$2.39M -$1.36K -35 -0.1%
SNT
513
Security National Trust
West Virginia
$2.35M -$50.8K -1,305 -2%
BIM
514
Bridgecreek Investment Management
Oklahoma
$2.35M -$13.6K -350 -0.6%
Cerity Partners
515
Cerity Partners
New York
$2.34M -$165K -4,235 -7%
SFA
516
Sequoia Financial Advisors
Ohio
$2.32M -$11.7K -300 -0.5%
MWP
517
Moller Wealth Partners
$2.3M – – –
PCMK
518
Paragon Capital Management (Kansas)
Kansas
$2.3M +$2.01M +120,205 +686%
SEI Investments
519
SEI Investments
Pennsylvania
$2.3M +$869K +22,320 +61%
BFM
520
Broadview Financial Management
Wisconsin
$2.29M -$131K -3,365 -5%
HPWM
521
Highland Private Wealth Management
Washington
$2.29M +$2.29M +58,825 New
Invesco
522
Invesco
Georgia
$2.27M -$52K -1,335 -2%
WB
523
WesBanco Bank
West Virginia
$2.25M +$122K +3,125 +6%
MA
524
MCF Advisors
Kentucky
$2.24M +$195K +5,005 +10%
CRC
525
Curi RMB Capital
Illinois
$2.23M +$53.8K +1,380 +2%
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