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

1,096 hedge funds and large institutions have $29.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 425 increasing their positions, 343 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+154
Holders Change %
+16.35%
% of All Funds
24.89%
Holding in Top 10
218
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+15.34%
% of All Funds
4.95%
New
204
Increased
425
Reduced
343
Closed
40
Calls
$29.7M
Puts
$18.1M
Net Calls
+$11.6M
Net Calls Change
-$26.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$201M
2
Bank of America
Bank of America
North Carolina
+$139M
3
USAA
United Services Automobile Association
Texas
+$125M
4
LPL Financial
LPL Financial
California
+$103M
5
MRC
Millburn Ridgefield Corp
New York
+$83.6M

Top Sellers

1
SIM
Sentry Investment Management
Wisconsin
-$148M
2
HNB
Huntington National Bank
Ohio
-$115M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$101M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
801
OneDigital Investment Advisors
Kansas
$516K +$492K +12,965 +2,058%
PWMAG
802
Pinnacle Wealth Management Advisory Group
New Jersey
$513K +$12.5K +330 +3%
BBNB
803
Baker Boyer National Bank
Washington
$508K – – –
AFM
804
Andesa Financial Management
Pennsylvania
$507K +$507K +13,350 New
HBWM
805
Hollow Brook Wealth Management
New York
$506K +$506K +13,340 New
WTB
806
Washington Trust Bank
Washington
$499K -$39.9K -1,050 -7%
AWP
807
Ascent Wealth Partners
New York
$492K +$226K +5,950 +85%
TIA
808
Tiemann Investment Advisors
California
$489K +$64.7K +1,705 +15%
DY
809
Dowling & Yahnke
California
$488K – – –
WCM
810
Wealthcare Capital Management
Virginia
$485K -$71.8K -1,890 -13%
APP
811
Avantax Planning Partners
Iowa
$485K -$56.9K -1,500 -10%
ANBT
812
American National Bank & Trust
Texas
$484K – – –
HCIA
813
Hochman Cole Investment Advisors
Illinois
$483K -$90.6K -2,390 -16%
KBC Group
814
KBC Group
Belgium
$481K -$23.7K -625 -5%
AIA
815
Armor Investment Advisors
North Carolina
$481K -$9.49K -250 -2%
SCA
816
Sage Capital Advisors
South Dakota
$477K +$2.66K +70 +0.6%
MFBTD
817
MB Financial Bank - Trust Department
Illinois
$476K -$1.14K -30 -0.2%
M
818
MOTCO
Texas
$472K +$32.5K +855 +7%
ACM
819
Advisors Capital Management
New Jersey
$469K +$469K +12,355 New
FA
820
FMA Advisory
Pennsylvania
$468K +$44K +1,160 +10%
VFP
821
Verus Financial Partners
Virginia
$467K -$486K -63,885 -51%
WWM
822
Windsor Wealth Management
Indiana
$467K +$467K +12,305 New
Capital Fund Management (CFM)
823
Capital Fund Management (CFM)
France
$465K +$465K +12,260 New
LA
824
LexAurum Advisors
Kansas
$461K +$461K +11,750 New
OCM
825
One Capital Management
California
$460K -$13.3K -350 -3%
31 32
33
34 35