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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 %
SAM
1001
Solaris Asset Management
New York
$160K -$2.86M -75,400 -95%
FA
1002
Fortis Advisors
Pennsylvania
$159K -$11.3K -300 -7%
PO
1003
Private Ocean
California
$154K +$570 +15 +0.4%
VCM
1004
Vigilant Capital Management
Maine
$152K – – –
FMB
1005
Field & Main Bank
Kentucky
$152K +$152K +4,000 New
KF
1006
Krilogy Financial
Missouri
$148K +$7.57K +200 +5%
LJHT
1007
Laurie J. Hall Trustee
$148K +$76K +2,005 +106%
NCM
1008
New Capital Management
Texas
$148K +$107K +4,935 +258%
JCM
1009
Jacobi Capital Management
Pennsylvania
$146K – – –
First Manhattan
1010
First Manhattan
New York
$138K +$9.48K +250 +7%
HDIM
1011
Hanson & Doremus Investment Management
Vermont
$135K – – –
FRA
1012
Front Row Advisors
California
$129K +$129K +3,405 New
SIM
1013
Sonora Investment Management
Arizona
$125K +$119K +3,135 +1,844%
CHP
1014
Cable Hill Partners
Oregon
$118K -$110K -2,850 -48%
WWM
1015
Wagner Wealth Management
South Carolina
$115K +$115K +2,930 New
AIM
1016
Anchor Investment Management
South Carolina
$111K +$6.64K +175 +6%
RFM
1017
Royal Fund Management
Florida
$109K +$67.5K +1,790 +163%
PS
1018
Portfolio Solutions
Michigan
$108K – – –
AC
1019
Avestar Capital
New York
$108K +$108K +2,915 New
AWA
1020
Acorn Wealth Advisors
Michigan
$107K +$107K +2,765 New
LPIC
1021
LeJeune Puetz Investment Counsel
Michigan
$105K +$105K +2,775 New
BRC
1022
Bell Rock Capital
Delaware
$103K +$24.4K +640 +31%
AF
1023
Allworth Financial
California
$101K -$14.9K -395 -13%
LWCFA
1024
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K -$12.7K -335 -11%
WCAMG
1025
Woodard & Company Asset Management Group
North Carolina
$96K +$96K +2,535 New
39 40
41
42 43