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

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$696M
2
FCAS
First Command Advisory Services
Texas
+$128M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$115M
4
HT
Hefren-Tillotson
Pennsylvania
+$109M
5
Creative Planning
Creative Planning
Kansas
+$90.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04B
2
CWM
Cornerstone Wealth Management
Missouri
-$909M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$189M
4
HNB
Huntington National Bank
Ohio
-$149M
5
USAA
United Services Automobile Association
Texas
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
1001
Garrison Point Advisors
California
$328K +$328K +9,890 New
TH
1002
TCTC Holdings
Texas
$327K +$21.4K +645 +7%
CWM
1003
Concentric Wealth Management
California
$325K +$5.82K +175 +2%
MIM
1004
Macroview Investment Management
Maryland
$322K +$226K +6,790 +234%
VAG
1005
VisionPoint Advisory Group
Texas
$322K +$322K +9,685 New
FEM
1006
Fulcrum Equity Management
Texas
$322K +$322K +9,700 New
WC
1007
Whitnell & Co
Illinois
$322K +$322K +9,710 New
PFO
1008
Pathstone Family Office
New Jersey
$321K +$3.65K +110 +1%
SMH
1009
Sanders Morris Harris
Texas
$319K -$2.49K -75 -0.8%
S
1010
SignatureFD
Georgia
$318K +$30.2K +910 +11%
LIA
1011
LS Investment Advisors
Michigan
$316K – – –
BAM
1012
Barrett Asset Management
New York
$316K +$4.16K +125 +1%
WCM
1013
Weatherstone Capital Management
Colorado
$316K +$316K +7,845 New
BO
1014
Bank OZK
Arkansas
$315K -$4.15K -125 -1%
WSTAM
1015
Wilbanks Smith & Thomas Asset Management
Virginia
$314K -$209K -6,290 -40%
GKWIM
1016
Gerber Kawasaki Wealth & Investment Management
California
$314K -$26.2K -790 -8%
MCP
1017
Mirador Capital Partners
California
$314K – – –
BFEC
1018
Benjamin F. Edwards & Company
Missouri
$313K -$34.7K -1,045 -10%
FBC
1019
Fairfield, Bush & Co
Connecticut
$311K -$1.43M -43,050 -82%
PP
1020
Patten & Patten
Tennessee
$310K +$69.6K +2,095 +29%
SAM
1021
Summit Asset Management
Tennessee
$309K -$4.81K -145 -2%
BA
1022
Ballew Advisors
Mississippi
$307K +$185K +5,000 +152%
PAM
1023
Peak Asset Management
Colorado
$306K +$54.7K +1,645 +22%
NWP
1024
Northstar Wealth Partners
Connecticut
$305K +$15.6K +470 +5%
RFWA
1025
RPg Family Wealth Advisory
Massachusetts
$304K -$37.4K -1,125 -11%
39 40
41
42 43