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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 %
NB
976
Nicolet Bankshares
Wisconsin
$225K – – –
VHAM
977
Van Hulzen Asset Management
California
$220K +$220K +5,785 New
CSIC
978
Clifford Swan Investment Counsel
California
$219K – – –
RI
979
RWWM Inc
California
$219K +$219K +5,780 New
CRWM
980
Castle Rock Wealth Management
California
$217K +$217K +5,720 New
HBT
981
Hills Bank & Trust
Iowa
$215K +$215K +5,655 New
WIA
982
Wealthstreet Investment Advisors
Texas
$215K +$215K +5,675 New
AssetMark Inc
983
AssetMark Inc
California
$210K +$16.9K +445 +9%
ESBC
984
E.S. Barr & Co
Kentucky
$210K +$210K +5,535 New
CPIA
985
Cornell Pochily Investment Advisors
New York
$209K +$209K +5,525 New
BCP
986
Blue Chip Partners
Michigan
$206K -$7.03K -185 -3%
DJSG
987
D.J. St. Germain
Massachusetts
$205K +$205K +5,395 New
CIC
988
Cornercap Investment Counsel
Georgia
$204K +$204K +5,375 New
SCM
989
Schnieders Capital Management
California
$203K +$203K +5,335 New
PLFAM
990
Pineno Levin & Ford Asset Management
Virginia
$203K +$203K +5,340 New
FAT
991
First American Trust
California
$203K +$203K +5,355 New
HCM
992
Hall Capital Management
Rhode Island
$202K +$202K +5,315 New
JA
993
JOYN Advisors
Georgia
$201K +$201K +5,300 New
OAM
994
Oak Asset Management
California
$201K +$201K +5,300 New
NPP
995
New Potomac Partners
Maryland
$201K +$201K +5,300 New
CLOS
996
Compagnie Lombard Odier SCmA
Switzerland
$196K -$232K -6,130 -54%
MFW
997
Mosaic Family Wealth
Missouri
$183K +$175K +4,600 +2,140%
PWM
998
Perigon Wealth Management
California
$175K -$3.41K -90 -2%
STA
999
Summit Trail Advisors
New York
$172K +$172K +4,340 New
RFWA
1000
RPg Family Wealth Advisory
Massachusetts
$165K -$9.49K -250 -5%
38 39
40
41 42