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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 %
PFA
551
Pure Financial Advisors
California
$2.29M +$1.8M +54,270 +369%
GP
552
Girard Partners
Pennsylvania
$2.28M -$479K -14,430 -17%
FNBT
553
FineMark National Bank & Trust
Florida
$2.28M +$178K +5,370 +8%
UF
554
Univest Financial
Pennsylvania
$2.28M -$32.7K -985 -1%
DC
555
Davenport & Co
Virginia
$2.27M -$35.2K -1,060 -2%
LWAC
556
Laurel Wealth Advisors (California)
California
$2.26M +$186K +5,615 +9%
VCM
557
Vivaldi Capital Management
Illinois
$2.26M +$2.02M +60,790 +843%
BFG
558
Beacon Financial Group
Texas
$2.26M -$95.6K -2,910 -4%
BFM
559
Broadview Financial Management
Wisconsin
$2.26M +$283K +8,535 +14%
IWP
560
Icon Wealth Partners
Texas
$2.25M -$682K -20,530 -23%
FBA
561
Front Barnett Associates
Illinois
$2.23M +$75.4K +2,270 +3%
NNP
562
Nachman Norwood & Parrott
South Carolina
$2.23M +$2.23M +67,025 New
CCM
563
Colorado Capital Management
Colorado
$2.22M +$147K +4,440 +7%
MYIA
564
Mount Yale Investment Advisors
Colorado
$2.22M -$1.14M -30,550 -34%
SWM
565
SVA Wealth Management
Wisconsin
$2.21M +$264K +7,965 +14%
MOS
566
MGO One Seven
Ohio
$2.21M -$68.8K -2,070 -3%
EB
567
Eastern Bank
Massachusetts
$2.2M -$53.8K -1,620 -2%
WB
568
WesBanco Bank
West Virginia
$2.18M +$253K +7,620 +13%
FIM
569
Fernwood Investment Management
Massachusetts
$2.16M -$72.2K -2,175 -3%
SGK
570
Steigerwald Gordon & Koch
Virginia
$2.14M -$8.97K -270 -0.4%
MAS
571
Madden Advisory Services
Florida
$2.14M +$3.99K +120 +0.2%
LC
572
LCNB Corp
Ohio
$2.14M +$7.47K +225 +0.4%
PCMC
573
Private Capital Management (Colorado)
Colorado
$2.14M +$2.14M +64,320 New
AWP
574
Ascent Wealth Partners
New York
$2.1M +$902K +27,160 +75%
PA
575
Pinnacle Associates
New York
$2.1M +$193K +5,820 +10%
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