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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 %
CG
801
Corundum Group
Colorado
$762K +$762K +22,950 New
RCA
802
Rowland Carmichael Advisors
Arizona
$761K -$369K -11,110 -33%
DWT
803
Dorsey & Whitney Trust
South Dakota
$758K +$18.3K +550 +2%
CAL
804
Capital Advisors Ltd
Ohio
$757K -$39K -1,175 -5%
PFS
805
Prospera Financial Services
Texas
$752K -$292K -8,750 -28%
ST
806
Spinnaker Trust
Maine
$750K -$106K -3,200 -12%
CIAS
807
Capital Investment Advisory Services
North Carolina
$748K +$33.9K +1,020 +5%
CWS
808
Cypress Wealth Services
California
$748K +$239K +7,205 +47%
IIM
809
Ipswich Investment Management
Massachusetts
$747K +$107K +3,220 +17%
BC
810
Bartlett & Co
Ohio
$746K -$181K -5,460 -20%
BCWM
811
Bartlett & Co Wealth Management
Ohio
$746K -$181K -5,460 -20%
PWAG
812
Polaris Wealth Advisory Group
California
$742K +$114K +3,420 +18%
IC
813
Intersect Capital
California
$741K +$217K +6,520 +41%
MBTD
814
Mechanics Bank - Trust Department
California
$733K – – –
QAM
815
QCI Asset Management
New York
$729K +$12.6K +380 +2%
PR
816
Payden & Rygel
California
$729K +$503K +15,155 +223%
MIM
817
Marco Investment Management
Georgia
$727K +$332 +10 +0%
BB
818
Busey Bank
Illinois
$726K +$15.3K +460 +2%
AP
819
Appleton Partners
Massachusetts
$725K +$136K +4,095 +23%
BBA
820
Braun-Bostich & Associates
Pennsylvania
$724K -$13.3K -400 -2%
AWM
821
Apollon Wealth Management
South Carolina
$723K +$723K +19,740 New
PWG
822
Private Wealth Group
Florida
$722K – – –
CC
823
Cadinha & Co
Hawaii
$720K -$13.5M -405,070 -95%
Neuberger Berman Group
824
Neuberger Berman Group
New York
$720K +$32.2K +970 +5%
AC
825
Abbrea Capital
California
$716K -$19.1K -575 -3%
31 32
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