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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$911M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$172M
3
BlackRock
BlackRock
New York
+$172M
4
FCAS
First Command Advisory Services
Texas
+$152M
5
LPL Financial
LPL Financial
California
+$109M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$131M
2
State Street
State Street
Massachusetts
-$98.5M
3
JFA
JNBA Financial Advisors
Minnesota
-$45.8M
4
MSA
Mason Street Advisors
Wisconsin
-$28.8M
5
QIM
Quantitative Investment Management
Virginia
-$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
726
Private Wealth Group
Florida
$875K – – –
HCMT
727
Highland Capital Management (Tennessee)
Tennessee
$870K -$51.3K -1,275 -6%
BWAM
728
Boyd Watterson Asset Management
Ohio
$869K -$60.2K -1,495 -6%
QAM
729
QCI Asset Management
New York
$868K -$19.9K -495 -2%
Lido Advisors
730
Lido Advisors
California
$866K +$44.4K +1,100 +5%
CIAS
731
Capital Investment Advisory Services
North Carolina
$866K +$136K +3,375 +19%
BB
732
Busey Bank
Illinois
$862K -$3.02K -75 -0.3%
VWM
733
Venturi Wealth Management
Texas
$862K – – –
ABTD
734
Arvest Bank Trust Division
Oklahoma
$862K +$172K +4,275 +25%
MWM
735
Mission Wealth Management
California
$858K +$123K +3,055 +17%
FWSM
736
First Wilshire Securities Management
California
$855K – – –
B
737
Bridgeworth
Alabama
$854K +$63.9K +1,595 +8%
WWM
738
Willingdon Wealth Management
North Carolina
$849K +$105K +2,615 +14%
Neuberger Berman Group
739
Neuberger Berman Group
New York
$834K -$986K -24,480 -54%
CL
740
CPWM LLC
Washington
$833K – – –
PWMAG
741
Pinnacle Wealth Management Advisory Group
New Jersey
$827K +$4.43K +110 +0.5%
GI
742
GS Investments
Minnesota
$826K +$604 +15 +0.1%
PCA
743
Personal Capital Advisors
California
$824K -$33.6K -835 -4%
CAN
744
Claraphi Advisory Network
United States
$823K -$189K -4,695 -19%
CAM
745
Congress Asset Management
Massachusetts
$821K -$15.1K -375 -2%
GC
746
Grace Capital
Massachusetts
$811K – – –
VCA
747
Verdence Capital Advisors
Maryland
$809K -$187K -4,650 -19%
PCTC
748
Perkins Coie Trust Company
Washington
$779K -$17.9K -445 -2%
Axa
749
Axa
France
$776K – – –
IIM
750
Ipswich Investment Management
Massachusetts
$776K +$776K +19,270 New
28 29
30
31 32