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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 %
GWMIA
601
Global Wealth Management Investment Advisory
Florida
$1.87M +$1.87M +56,260 New
OWD
602
Osborn Williams & Donohoe
Ohio
$1.87M +$166 +5 +0%
KL
603
KWMG LLC
Kansas
$1.86M +$366K +11,010 +24%
1WA
604
180 Wealth Advisors
Washington
$1.86M -$43.9K -1,090 -2%
CWM
605
Campbell Wealth Management
Virginia
$1.85M +$1.85M +55,720 New
PCIA
606
Prime Capital Investment Advisors
Kansas
$1.84M +$315K +9,495 +21%
TPWA
607
TRUE Private Wealth Advisors
Oregon
$1.83M -$17.2M -517,560 -90%
CAM
608
Congress Asset Management
Massachusetts
$1.82M +$1.14M +34,465 +169%
GPWA
609
Great Point Wealth Advisors
Massachusetts
$1.82M +$1.82M +54,790 New
SCM
610
Sterling Capital Management
North Carolina
$1.82M +$3.49K +105 +0.2%
NB
611
NBT Bank
New York
$1.82M -$303K -9,110 -14%
BCMO
612
Buckingham Capital Management (Ohio)
Ohio
$1.81M +$64.8K +1,950 +4%
AIA
613
Arcadia Investment Advisors
Idaho
$1.81M -$11.3K -340 -0.6%
STMM
614
South Texas Money Management
Texas
$1.81M -$57.5K -1,730 -3%
NCM
615
Next Capital Management
New York
$1.81M +$1.81M +54,335 New
GP
616
Geneva Partners
Wisconsin
$1.8M -$700K -21,065 -28%
FCI
617
Financial Counselors Inc
Kansas
$1.79M +$179K +5,390 +11%
OIA
618
OneDigital Investment Advisors
Kansas
$1.78M +$1.34M +40,475 +311%
CCT
619
Capital City Trust
Florida
$1.74M – – –
AWM
620
AE Wealth Management
Kansas
$1.73M -$5.87M -176,730 -77%
HWA
621
Heritage Way Advisors
Illinois
$1.73M +$103K +3,110 +6%
AW
622
ACG Wealth
Georgia
$1.73M +$123K +3,690 +8%
FHA
623
Flagship Harbor Advisors
Massachusetts
$1.71M -$3.34M -100,605 -66%
FMW
624
Farr Miller & Washington
District of Columbia
$1.7M +$95.8K +2,885 +6%
BFO
625
Boston Family Office
Massachusetts
$1.7M +$91K +2,740 +6%
23 24
25
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