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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 %
ACP
826
Aveo Capital Partners
Colorado
$458K +$18K +475 +4%
BCM
827
Breiter Capital Management
Florida
$458K +$458K +12,075 New
PWAG
828
Polaris Wealth Advisory Group
California
$457K -$664K -17,510 -59%
1WA
829
180 Wealth Advisors
Washington
$456K +$456K +12,020 New
CL
830
CPWM LLC
Washington
$455K +$15.9K +420 +4%
FC
831
Financial Consulate
Maryland
$453K +$1.14K +30 +0.3%
MWA
832
MFA Wealth Advisors
Pennsylvania
$453K +$453K +12,965 New
JIC
833
Joel Isaacson & Co
New York
$452K – – –
CCA
834
Cobblestone Capital Advisors
New York
$450K -$22.8K -600 -5%
SWM
835
Stockman Wealth Management
Montana
$449K -$119K -3,125 -21%
AF
836
Arrow Financial
New York
$449K -$7.58K -200 -2%
PEA
837
Pacific Edge Advisors
California
$448K +$448K +11,800 New
AEPG
838
American Economic Planning Group
New Jersey
$446K -$47.2K -1,245 -10%
MCM
839
MV Capital Management
Maryland
$442K +$10.8K +285 +3%
WSTAM
840
Wilbanks Smith & Thomas Asset Management
Virginia
$440K -$11.2K -295 -2%
HFS
841
Haverford Financial Services
Pennsylvania
$436K – – –
CCM
842
Covington Capital Management
California
$430K – – –
RMC
843
Regis Management Company
California
$430K – – –
ATFA
844
All Terrain Financial Advisors
Minnesota
$429K +$429K +11,300 New
DCM
845
Dimension Capital Management
Florida
$425K -$237K -6,255 -36%
EC
846
Estate Counselors
Wisconsin
$424K – – –
Barclays
847
Barclays
United Kingdom
$418K -$2.96M -77,880 -88%
LDB
848
Lee, Danner & Bass
Tennessee
$417K +$129K +3,385 +45%
TIM
849
Thompson Investment Management
Wisconsin
$416K +$416K +10,955 New
GFP
850
Gryphon Financial Partners
Ohio
$410K +$410K +10,795 New
32 33
34
35 36