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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 %
WF
626
Welch & Forbes
Massachusetts
$1.69M +$392K +11,815 +30%
WA
627
WealthTrust-Arizona
Arizona
$1.68M -$150K -4,520 -8%
CAM
628
Concorde Asset Management
Michigan
$1.67M -$383K -11,540 -19%
Invesco
629
Invesco
Georgia
$1.67M -$112K -3,375 -6%
HCC
630
Hirtle Callaghan & Co
Pennsylvania
$1.66M +$8.64K +260 +0.5%
BC
631
Burleson & Co
California
$1.65M +$1.65M +43,030 New
MCM
632
Manchester Capital Management
Vermont
$1.65M – – –
BCWM
633
Blue Chip Wealth Management
Florida
$1.64M -$113K -3,395 -6%
RFO
634
RiverGlades Family Offices
Florida
$1.63M -$4.72M -141,985 -74%
DE
635
Day & Ennis
Georgia
$1.63M -$420K -12,650 -20%
RIG
636
Roosevelt Investment Group
New York
$1.62M -$11.7M -352,745 -88%
TFF
637
The Family Firm
Maryland
$1.62M +$7.31K +220 +0.5%
KWM
638
Kingsview Wealth Management
Oregon
$1.61M +$3.16K +95 +0.2%
KIA
639
KCM Investment Advisors
California
$1.59M +$25.4K +765 +2%
WP
640
WealthShield Partners
North Carolina
$1.59M +$424K +12,760 +36%
CCM
641
Condor Capital Management
New Jersey
$1.59M -$20.3K -610 -1%
ABTD
642
Arvest Bank Trust Division
Oklahoma
$1.58M +$872K +26,260 +123%
LHC
643
Little House Capital
Massachusetts
$1.58M +$1.58M +47,475 New
WS
644
Wedbush Securities
California
$1.57M -$151K -4,540 -9%
GC
645
Gilbert & Cook
Iowa
$1.57M -$116K -3,500 -7%
V
646
VeraBank
Texas
$1.57M +$1.57M +47,305 New
ACM
647
AUA Capital Management
Pennsylvania
$1.57M -$22.9K -690 -1%
FWP
648
FAS Wealth Partners
Kansas
$1.57M +$39K +1,175 +3%
FTI
649
Fiduciary Trust International
Massachusetts
$1.57M +$1.57M +47,160 New
CCA
650
Clearwater Capital Advisors
Illinois
$1.56M +$174K +5,245 +13%
24 25
26
27 28