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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 %
PAM
501
Private Asset Management
California
$2.87M +$24.9K +750 +0.9%
JWM
502
JGP Wealth Management
Oregon
$2.85M +$125K +3,750 +5%
AWA
503
Arete Wealth Advisors
Illinois
$2.85M -$183K -5,520 -6%
FAM
504
Foresters Asset Management
Ontario, Canada
$2.84M +$67.2K +2,000 +2%
BSW
505
Buckingham Strategic Wealth
Missouri
$2.84M +$1.91M +57,405 +205%
BNP Paribas Financial Markets
506
BNP Paribas Financial Markets
France
$2.82M +$2.81M +84,660 +21,990%
FM
507
Family Management
New York
$2.81M +$2.81M +84,720 New
EWA
508
Exencial Wealth Advisors
Oklahoma
$2.81M +$1.97M +59,230 +233%
1NWS
509
1 North Wealth Services
Maryland
$2.81M +$2.81M +84,555 New
JIP
510
Jaffetilchin Investment Partners
Florida
$2.81M -$3.78M -113,735 -57%
BWM
511
BerganKDV Wealth Management
Minnesota
$2.78M +$61.6K +1,855 +2%
BFO
512
Biltmore Family Office
North Carolina
$2.77M +$276K +8,325 +11%
MA
513
Montag & Associates
Georgia
$2.76M +$105K +3,170 +4%
SIAP
514
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.76M +$7.46K +130 +0.3%
RT
515
Rockland Trust
Massachusetts
$2.73M +$1.13M +33,890 +70%
PCM
516
Parsons Capital Management
Rhode Island
$2.72M -$291K -8,775 -10%
CWM
517
Cranbrook Wealth Management
Michigan
$2.72M +$947K +28,515 +54%
SP
518
SWS Partners
Ohio
$2.68M +$302K +9,080 +13%
FTC
519
Farmers Trust Company
Ohio
$2.68M -$92.7K -2,790 -3%
RA
520
RFG Advisory
Alabama
$2.65M +$317K +9,550 +14%
DI
521
DAGCO Inc
Ohio
$2.65M +$2.65M +79,800 New
CPSAC
522
Chas P. Smith & Associates (CPS)
Florida
$2.63M +$130K +3,900 +5%
CCG
523
Cypress Capital Group
Florida
$2.63M -$885K -26,645 -25%
EK
524
Evensky & Katz
Florida
$2.62M -$71.2K -2,145 -3%
CA
525
Crewe Advisors
Utah
$2.61M +$1M +30,130 +62%
19 20
21
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