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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 %
BC
776
Bartlett & Co
Ohio
$587K +$55.9K +1,435 +11%
MLL
777
Moody Lynn & Lieberson
Massachusetts
$582K – – –
KA
778
Kovack Advisors
Florida
$579K -$83K -2,130 -13%
HL
779
HeadInvest LLC
Maine
$579K +$29.8K +765 +5%
AFM
780
Andesa Financial Management
Pennsylvania
$575K -$36K -925 -6%
CMP
781
Courage Miller Partners
Virginia
$570K +$5.26K +135 +0.9%
BI
782
Ballast Inc
Kentucky
$568K – – –
APP
783
Avantax Planning Partners
Iowa
$568K +$42.4K +1,090 +8%
GMA
784
Goldstein Munger & Associates
California
$560K – – –
IC
785
Intersect Capital
California
$555K -$7.6K -195 -1%
MC
786
Martin & Co
Tennessee
$555K -$6.62K -170 -1%
WT
787
Washington Trust
Rhode Island
$554K -$974 -25 -0.2%
SC
788
Scholtz & Company
Connecticut
$554K – – –
MFBTD
789
MB Financial Bank - Trust Department
Illinois
$553K -$88.1K -2,260 -14%
SBWM
790
Sunflower Bank Wealth Management
Arizona
$544K – – –
OCG
791
Opus Capital Group
Ohio
$541K +$2.92K +75 +0.5%
GLA
792
Great Lakes Advisors
Illinois
$536K -$60.9K -1,565 -10%
BA
793
BKS Advisors
Michigan
$532K – – –
FPCG
794
Fort Pitt Capital Group
Pennsylvania
$523K -$523K -13,430 -50%
WCWM
795
Wooster Corthell Wealth Management
Connecticut
$521K -$62.2K -1,595 -11%
CAG
796
Csenge Advisory Group
Florida
$521K +$174K +4,475 +50%
HBWM
797
Hollow Brook Wealth Management
New York
$520K – – –
DY
798
Dowling & Yahnke
California
$520K +$50.1K +1,285 +11%
CCB
799
Cutter & Co Brokerage
Missouri
$519K -$26.1K -670 -5%
MWA
800
MFA Wealth Advisors
Pennsylvania
$516K +$516K +12,850 New
30 31
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