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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 %
MFBTD
826
MB Financial Bank - Trust Department
Illinois
$714K +$165K +4,975 +30%
FWSM
827
First Wilshire Securities Management
California
$706K – – –
SHA
828
Seneca House Advisors
Virginia
$701K -$35.6K -1,070 -5%
KCP
829
KDI Capital Partners
North Carolina
$701K +$192K +5,790 +38%
HCMT
830
Highland Capital Management (Tennessee)
Tennessee
$700K -$17.9K -540 -2%
B
831
Bridgeworth
Alabama
$699K -$12.5K -375 -2%
WWM
832
Willingdon Wealth Management
North Carolina
$697K -$3.32K -100 -0.5%
VCA
833
Verdence Capital Advisors
Maryland
$695K +$27.9K +840 +4%
MWM
834
Merriman Wealth Management
Washington
$692K -$145K -4,310 -17%
PAS
835
Partnervest Advisory Services
California
$688K +$397K +11,945 +136%
GI
836
GS Investments
Minnesota
$687K +$5.98K +180 +0.9%
Treasurer of the State of North Carolina
837
Treasurer of the State of North Carolina
North Carolina
$685K -$171K -5,155 -20%
Lido Advisors
838
Lido Advisors
California
$675K -$36.5K -1,100 -5%
CW
839
CreativeOne Wealth
Kansas
$675K +$675K +20,315 New
BRWM
840
B. Riley Wealth Management
Tennessee
$667K +$471K +14,195 +241%
CL
841
CPWM LLC
Washington
$661K -$26.4K -795 -4%
MCM
842
Mitchell Capital Management
Kansas
$658K +$112K +3,370 +20%
PCTC
843
Perkins Coie Trust Company
Washington
$644K +$1.99K +60 +0.3%
Axa
844
Axa
France
$640K – – –
EIA
845
Eldridge Investment Advisors
New Hampshire
$640K +$23.9K +720 +4%
FIB
846
First Interstate Bank
Montana
$636K -$186K -5,615 -23%
KA
847
Kovack Advisors
Florida
$636K +$119K +3,580 +23%
SBSB
848
Sullivan, Bruyette, Speros & Blaney
Virginia
$634K +$176K +5,300 +38%
BCM
849
Brookmont Capital Management
Texas
$629K -$1.66K -50 -0.3%
TA
850
Townsend & Associates
Colorado
$629K +$28.5K +860 +5%
32 33
34
35 36