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

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$911M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$172M
3
BlackRock
BlackRock
New York
+$172M
4
FCAS
First Command Advisory Services
Texas
+$152M
5
LPL Financial
LPL Financial
California
+$109M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$131M
2
State Street
State Street
Massachusetts
-$98.5M
3
JFA
JNBA Financial Advisors
Minnesota
-$45.8M
4
MSA
Mason Street Advisors
Wisconsin
-$28.8M
5
QIM
Quantitative Investment Management
Virginia
-$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
876
CapWealth Advisors
Tennessee
$419K – – –
BCM
877
Breiter Capital Management
Florida
$417K -$56.6K -1,405 -12%
G
878
Gainplan
Michigan
$417K -$42.3K -1,050 -9%
RFWA
879
RPg Family Wealth Advisory
Massachusetts
$414K -$49.7K -1,235 -11%
WCM
880
Wealthcare Capital Management
Virginia
$413K -$49.1K -1,220 -11%
TB
881
Terril Brothers
Missouri
$413K – – –
VIA
882
Vantage Investment Advisors
Pennsylvania
$413K +$12.9K +320 +3%
PFA
883
Pathway Financial Advisors
Vermont
$413K +$76.2K +2,205 +23%
EC
884
Estate Counselors
Wisconsin
$412K – – –
SMFS
885
Squar Milner Financial Services
California
$412K +$8.26K +205 +2%
MCM
886
Murphy Capital Management
New Jersey
$412K +$412K +10,240 New
GKWIM
887
Gerber Kawasaki Wealth & Investment Management
California
$409K +$409K +10,255 New
Capital Fund Management (CFM)
888
Capital Fund Management (CFM)
France
$408K -$3.28M -81,500 -89%
CGA
889
Crescent Grove Advisors
Illinois
$408K – – –
DCM
890
Dimension Capital Management
Florida
$405K – – –
FHC
891
First Heartland Consultants
Missouri
$399K -$92.2K -2,290 -19%
FFA
892
First Foundation Advisors
California
$397K -$53.3K -1,325 -12%
LA
893
LexAurum Advisors
Kansas
$396K -$87K -2,160 -18%
BA
894
Boston Advisors
Massachusetts
$393K +$31.2K +775 +9%
GG
895
GenWealth Group
New Jersey
$390K – – –
SMH
896
Sanders Morris Harris
Texas
$390K +$10.3K +255 +3%
BO
897
Bank OZK
Arkansas
$387K +$5.04K +125 +1%
CWM
898
Concentric Wealth Management
California
$386K -$4.02K -100 -1%
PFO
899
Pathstone Family Office
New Jersey
$384K +$2.01K +50 +0.5%
LIA
900
LS Investment Advisors
Michigan
$383K -$65.4K -1,625 -15%
34 35
36
37 38