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

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$716M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$137M
3
LPL Financial
LPL Financial
California
+$131M
4
Ameriprise
Ameriprise
Minnesota
+$92M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$86.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$132M
2
Bank of America
Bank of America
North Carolina
-$69.1M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$46.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$42.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
976
Focused Wealth Management
New York
$236K -$1.52M -40,505 -87%
PAS
977
Partnervest Advisory Services
California
$235K -$35.4K -945 -13%
VCM
978
Virtue Capital Management
Tennessee
$234K -$6.25K -165 -3%
MWM
979
Mission Wealth Management
California
$234K – – –
AWMG
980
Alliance Wealth Management Group
New Jersey
$234K +$234K +6,240 New
EWM
981
Empirical Wealth Management
Washington
$233K -$39.4K -1,050 -14%
TL
982
TrueWealth LLC
Georgia
$232K -$235K – –
EHC
983
Everett Harris & Co
California
$228K – – –
CBA
984
Coastal Bridge Advisors
Connecticut
$228K – – –
BCP
985
Blue Chip Partners
Michigan
$228K +$24.6K +655 +12%
AssetMark Inc
986
AssetMark Inc
California
$223K +$15.7K +420 +8%
LSAG
987
Lake Street Advisors Group
New Hampshire
$222K -$106K -2,820 -32%
OA
988
Opes Advisors
California
$221K -$39.1K -1,040 -15%
JC
989
Jentner Corp
Ohio
$221K – – –
BBA
990
BLB&B Advisors
Pennsylvania
$219K -$3.75K -100 -2%
PA
991
Paracle Advisors
Washington
$218K +$218K +5,820 New
NB
992
Nicolet Bankshares
Wisconsin
$216K -$6.39K -170 -3%
CSIC
993
Clifford Swan Investment Counsel
California
$216K – – –
MCIA
994
Mountain Capital Investment Advisors
Colorado
$216K +$216K +5,765 New
S
995
SignatureFD
Georgia
$213K -$45.9K -1,225 -18%
WIA
996
Wealthstreet Investment Advisors
Texas
$213K – – –
PIA
997
Pinion Investment Advisors
Kansas
$213K +$213K +5,665 New
ACM
998
AlphaStar Capital Management
North Carolina
$212K -$7.5M -199,995 -97%
HBT
999
Hills Bank & Trust
Iowa
$212K – – –
G
1000
Gainplan
Michigan
$211K +$211K +5,615 New
38 39
40
41 42