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

1,288 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 574 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,288
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28.02%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.35%
New
70
Increased
574
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$652M
2
FCAS
First Command Advisory Services
Texas
$276M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.47B
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$125M
5
LPL Financial
LPL Financial
California
$1.2B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$227M
2
Citigroup
Citigroup
New York
$26.6M
3
SOMRS
State of Michigan Retirement System
Michigan
$31.9M
4
BlackRock
BlackRock
New York
$1B
5
TF
TIAA FSB
Florida
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$64.1M +$16.1M +414,910 +34%
FCBT
77
First Citizens Bank & Trust
North Carolina
$62.9M -$863K -22,225 -1%
SIC
78
Sigma Investment Counselors
Michigan
$61.8M +$1.83M +47,115 +3%
KPAG
79
KLS Professional Advisors Group
New York
$59.6M +$1.03M +26,615 +2%
AFG
80
Arkansas Financial Group
Arkansas
$59M +$411K +10,575 +0.7%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$59M -$862K -22,195 -1%
LWA
82
Lenox Wealth Advisors
New York
$57.4M +$2.67M +68,800 +5%
FAAS
83
First Allied Advisory Services
California
$54.4M +$3.94M +101,420 +8%
MCM
84
MAI Capital Management
Ohio
$54M +$1.9M +48,940 +4%
MIH
85
Madison Investment Holdings
Wisconsin
$53.6M -$853K -21,945 -2%
UBS AM
86
UBS AM
Illinois
$51.9M +$5.52M +142,205 +12%
GHA
87
GW Henssler & Associates
Georgia
$51.6M -$209K -5,385 -0.4%
VC
88
Vicus Capital
Pennsylvania
$51.2M -$1.07M -27,440 -2%
PFM
89
Phillips Financial Management
Indiana
$51.1M +$822K +21,090 +2%
CPO
90
Cerity Partners OCIO
New York
$50.6M -$3.25M -83,555 -6%
FWM
91
FFT Wealth Management
Pennsylvania
$49.9M +$971K +25,005 +2%
OAM
92
Oppenheimer Asset Management
New York
$48.7M +$47.2K +1,215 +0.1%
VFA
93
Voya Financial Advisors
Connecticut
$48.6M -$393K -10,250 -0.8%
Bessemer Group
94
Bessemer Group
New Jersey
$48.5M +$675K +17,385 +1%
SWM
95
SigFig Wealth Management
California
$48.4M +$6.27M +161,415 +15%
CCFCSB
96
Cape Cod Five Cents Savings Bank
Massachusetts
$47M +$1.09M +28,055 +2%
TFO
97
Tarbox Family Office
California
$46.9M +$1.03M +26,485 +2%
BP
98
Ballentine Partners
Massachusetts
$46.7M -$314K -8,090 -0.7%
FT
99
Fiduciary Trust
Massachusetts
$46.7M +$3.96M +101,900 +9%
LFS
100
Lutz Financial Services
Nebraska
$45.3M +$1.53M +39,450 +4%
2 3
4
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