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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 %
MWP
951
MYCIO Wealth Partners
Pennsylvania
$257K +$1.52K +40 +0.6%
HFA
952
Huber Financial Advisors
Illinois
$255K +$255K +6,725 New
BIAS
953
Beacon Investment Advisory Services
New Jersey
$252K -$504K -13,270 -67%
PP
954
Patten & Patten
Tennessee
$251K – – –
GI
955
Gradient Investments
Minnesota
$251K +$251K +6,620 New
VDFA
956
Vickerman & Driscoll Financial Advisors
Washington
$250K +$250K +6,595 New
SCP
957
Sandhill Capital Partners
New York
$249K +$249K +6,565 New
RW
958
REDW Wealth
New Mexico
$248K +$18.4K +485 +8%
KFC
959
Klingenstein Fields & Co
New York
$246K +$246K +6,480 New
BMO
960
Beck Mack & Oliver
New York
$245K -$19K -500 -7%
FNB
961
Farmers National Bank
Kentucky
$244K +$72K +1,900 +42%
HA
962
Harborview Advisors
Maine
$243K +$243K +6,405 New
MM
963
Meridian Management
Arkansas
$242K +$242K +6,375 New
Legal & General Group
964
Legal & General Group
United Kingdom
$241K +$241K +6,325 New
VCM
965
Virtue Capital Management
Tennessee
$241K +$241K +6,340 New
Fisher Asset Management
966
Fisher Asset Management
Washington
$240K -$48.6K -1,280 -17%
SSWM
967
Smith Salley Wealth Management
North Carolina
$238K – – –
MWM
968
Mission Wealth Management
California
$237K +$237K +6,235 New
TL
969
TrueWealth LLC
Georgia
$235K – – –
TTWM
970
TCV Trust & Wealth Management
Virginia
$234K -$14.2K -375 -6%
CBA
971
Coastal Bridge Advisors
Connecticut
$232K +$232K +6,065 New
EHC
972
Everett Harris & Co
California
$230K -$87.2K -2,300 -27%
TFS
973
TrustCore Financial Services
Tennessee
$229K +$229K +6,040 New
BBA
974
BLB&B Advisors
Pennsylvania
$226K +$226K +5,945 New
JC
975
Jentner Corp
Ohio
$225K – – –
37 38
39
40 41