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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 %
PFO
876
Pathstone Family Office
New Jersey
$371K -$13.5K -345 -3%
BFA
877
Bragg Financial Advisors
North Carolina
$371K – – –
SCM
878
Southport Capital Management
Tennessee
$370K +$6.03K +155 +2%
SAM
879
Summit Asset Management
Tennessee
$369K – – –
SVCP
880
Silicon Valley Capital Partners
California
$369K +$1.58K +40 +0.4%
WP
881
WMS Partners
Maryland
$369K +$9.35K +240 +3%
BO
882
Bank OZK
Arkansas
$369K +$15K +385 +4%
MCP
883
Mirador Capital Partners
California
$368K – – –
SMH
884
Sanders Morris Harris
Texas
$367K +$112K +2,890 +44%
ANB
885
Amarillo National Bank
Texas
$366K -$44.8K -1,150 -11%
NF
886
Nikulski Financial
Iowa
$362K – – –
DIA
887
Dana Investment Advisors
Wisconsin
$359K – – –
CNB
888
Camden National Bank
Maine
$358K +$358K +9,200 New
BAM
889
Barrett Asset Management
New York
$355K – – –
ACI
890
Alpha Cubed Investments
California
$355K +$147K +3,765 +70%
CYG
891
Clean Yield Group
Vermont
$351K – – –
PWAG
892
Polaris Wealth Advisory Group
California
$350K -$32.4K -865 -8%
GIA
893
Guyasuta Investment Advisors
Pennsylvania
$350K – – –
BA
894
Boston Advisors
Massachusetts
$350K +$24.4K +625 +7%
CA
895
Cornerstone Advisory
Maryland
$348K -$386K -9,900 -53%
SAM
896
SP Asset Management
California
$348K +$348K +8,670 New
MAM
897
Meeder Asset Management
Ohio
$348K +$348K +8,925 New
LNWWM
898
Laird Norton Wetherby Wealth Management
California
$347K – – –
PS
899
Portfolio Strategies
New York
$344K -$10.7K -275 -3%
FFW
900
Fusion Family Wealth
New York
$343K -$3.12K -80 -0.9%
34 35
36
37 38