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

1,130 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 503 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
503
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$201M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M
4
Bank of America
Bank of America
North Carolina
+$81.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$80.3M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$739M
2
HNB
Huntington National Bank
Ohio
-$126M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.6M
4
AF
Ally Financial
Michigan
-$25.3M
5
PP
Pegasus Partners
Wisconsin
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
976
Regal Wealth Group
California
$243K -$46.2K -1,185 -16%
EWM
977
Empirical Wealth Management
Washington
$242K – – –
PAS
978
Partnervest Advisory Services
California
$241K -$2.92K -75 -1%
TL
979
TrueWealth LLC
Georgia
$241K -$232K – –
VCM
980
Virtue Capital Management
Tennessee
$241K – – –
BCP
981
Blue Chip Partners
Michigan
$237K – – –
PCA
982
Peddock Capital Advisors
Massachusetts
$236K -$13.6K -350 -5%
EHC
983
Everett Harris & Co
California
$236K – – –
CBA
984
Coastal Bridge Advisors
Connecticut
$236K – – –
AEPG
985
American Economic Planning Group
New Jersey
$234K -$235K -6,040 -50%
Toronto Dominion Bank
986
Toronto Dominion Bank
Ontario, Canada
$233K -$156K -4,000 -40%
IC
987
InterOcean Capital
Illinois
$233K +$233K +5,985 New
CWM
988
Confluence Wealth Management
Oregon
$233K +$233K +5,990 New
AssetMark Inc
989
AssetMark Inc
California
$231K -$779 -20 -0.3%
UR
990
USCA RIA
Texas
$229K +$14K +360 +7%
PA
991
Paracle Advisors
Washington
$226K – – –
NPP
992
New Potomac Partners
Maryland
$226K +$27.3K +700 +14%
FCIM
993
Fairview Capital Investment Management
California
$226K +$226K +5,810 New
PO
994
Private Ocean
California
$225K -$54.7K -1,405 -20%
SMG
995
Smart Money Group
Texas
$224K -$40.5K -1,040 -15%
CSIC
996
Clifford Swan Investment Counsel
California
$224K – – –
NB
997
Nicolet Bankshares
Wisconsin
$224K – – –
HBT
998
Hills Bank & Trust
Iowa
$223K +$3.11K +80 +1%
BRM
999
Boston Research & Management
Massachusetts
$223K +$223K +5,735 New
WIA
1000
Wealthstreet Investment Advisors
Texas
$221K – – –
38 39
40
41 42