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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 %
PFBT
951
Parkside Financial Bank & Trust
Missouri
$398K -$5.81K -175 -1%
PFA
952
Pathway Financial Advisors
Vermont
$397K – – –
AL
953
Aspiriant LLC
California
$397K +$397K +11,965 New
VWM
954
Valley Wealth Managers
New Jersey
$396K +$396K +11,920 New
VRM
955
Vectors Research Management
New York
$392K -$963K -28,985 -71%
WT
956
Washington Trust
Rhode Island
$392K -$62.5K -1,885 -14%
WA
957
Winfield Associates
Ohio
$384K -$4.98K -150 -1%
CCA
958
Conservest Capital Advisors
Pennsylvania
$382K -$53K -1,595 -12%
ZCA
959
Zeke Capital Advisors
Pennsylvania
$382K +$120K +3,625 +46%
PWP
960
Principle Wealth Partners
Connecticut
$382K +$382K +11,505 New
AFM
961
Andesa Financial Management
Pennsylvania
$380K -$175K -5,275 -31%
MIG
962
McGuire Investment Group
Rhode Island
$378K -$13.9K -420 -4%
BA
963
BKS Advisors
Michigan
$377K -$79.8K -2,405 -17%
RMC
964
Regis Management Company
California
$377K – – –
ACP
965
Aveo Capital Partners
Colorado
$374K +$108K +3,250 +41%
CAG
966
Csenge Advisory Group
Florida
$373K +$139K +4,190 +59%
BII
967
Bainco International Investors
Massachusetts
$372K – – –
ECM
968
EagleClaw Capital Management
Massachusetts
$372K +$13.3K +400 +4%
TCOO
969
Trust Company of Oklahoma
Oklahoma
$371K -$25.7K -775 -6%
LPIC
970
LeJeune Puetz Investment Counsel
Michigan
$370K – – –
SWM
971
SeaCrest Wealth Management
New York
$369K +$106K +3,185 +40%
PGAM
972
Princeton Global Asset Management
New Jersey
$368K +$368K +11,075 New
AWM
973
Altavista Wealth Management
North Carolina
$367K -$47K -1,415 -11%
SDWMA
974
Schneider Downs Wealth Management Advisors
Pennsylvania
$367K – – –
MCM
975
Maple Capital Management
Vermont
$362K +$6.32K +190 +2%
37 38
39
40 41