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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 %
ACM
576
AUA Capital Management
Pennsylvania
$1.76M – – –
ECM
577
Exchange Capital Management
Michigan
$1.76M +$19.5K +500 +1%
FWP
578
FAS Wealth Partners
Kansas
$1.76M +$47.9K +1,230 +3%
Neuberger Berman Group
579
Neuberger Berman Group
New York
$1.76M -$219K -5,625 -11%
CCMD
580
Cypress Capital Management (Delaware)
Delaware
$1.76M +$607K +15,575 +53%
CC
581
Claybrook Capital
Massachusetts
$1.75M – – –
CAW
582
Cornerstone Advisors (Washington)
Washington
$1.74M – – –
PWS
583
Paragon Wealth Strategies
Florida
$1.73M -$6.4M -164,330 -79%
DE
584
Day & Ennis
Georgia
$1.73M -$35.4K -910 -2%
WF
585
Welch & Forbes
Massachusetts
$1.72M +$53.6K +1,375 +3%
CT
586
Cambridge Trust
Massachusetts
$1.7M – – –
VFA
587
Valeo Financial Advisors
Indiana
$1.7M +$445K +11,220 +36%
CA
588
Continuum Advisory
Idaho
$1.67M -$181K -4,650 -10%
I
589
INVST
Indiana
$1.66M +$1.66M +42,570 New
MCM
590
Manchester Capital Management
Vermont
$1.65M -$20.4K -525 -1%
SIAS
591
Shine Investment Advisory Services
Colorado
$1.63M +$93.9K +2,410 +6%
FFS
592
Founders Financial Securities
Maryland
$1.63M +$117K +2,995 +8%
HI
593
Horizon Investments
North Carolina
$1.63M +$117K +2,995 +8%
RPGK
594
Retirement Planning Group (Kansas)
Kansas
$1.6M -$141K -3,620 -8%
SWM
595
Shakespeare Wealth Management
Wisconsin
$1.6M -$2.34K -60 -0.1%
AF
596
Advisornet Financial
Minnesota
$1.59M +$797K +20,470 +101%
HCA
597
Heck Capital Advisors
Wisconsin
$1.58M +$43.8K +1,125 +3%
RA
598
RFG Advisory
Alabama
$1.58M +$530K +13,600 +51%
CCA
599
Clearwater Capital Advisors
Illinois
$1.58M +$60.6K +1,555 +4%
CIC
600
Carnegie Investment Counsel
Ohio
$1.56M -$58.8K -1,470 -4%
22 23
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