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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 %
RFA
1026
Reilly Financial Advisors
California
$94K +$4K +105 +4%
RFS
1027
Rockefeller Financial Services
New York
$91K – – –
YWP
1028
YorkBridge Wealth Partners
New York
$82K +$1.86K +50 +2%
PH
1029
Pinnacle Holdings
Oklahoma
$76.4K -$4.36K -115 -5%
MWM
1030
MinichMacGregor Wealth Management
New York
$72K -$7.54K -200 -9%
CMBA
1031
C.M. Bidwell & Associates
Hawaii
$72K +$72K +1,885 New
FM
1032
Forward Management
California
$70K +$4.35K +115 +7%
MGIA
1033
Moneta Group Investment Advisors
Missouri
$70K +$70K +1,840 New
HIIFS
1034
Harel Insurance Investments & Financial Services
Israel
$67K – – –
HT
1035
Heritage Trust
Oklahoma
$66K – – –
MBT
1036
Monroe Bank & Trust
Michigan
$66K +$66K +1,750 New
HWM
1037
Holloway Wealth Management
Florida
$65K – – –
DPA
1038
Delphi Private Advisors
California
$62K +$22.3K +585 +56%
GEA
1039
Glen Eagle Advisors
New Jersey
$57.7K – – –
PSW
1040
Portfolio Strategies (Washington)
Washington
$52K -$586 -15 -1%
WIM
1041
Westside Investment Management
California
$48.8K – – –
WEC
1042
Winslow Evans & Crocker
Massachusetts
$48K +$14.4K +380 +43%
LC
1043
Landaas & Company
Wisconsin
$47K – – –
NL
1044
NVWM LLC
Pennsylvania
$47K +$47K +1,250 New
VCM
1045
Versant Capital Management
Arizona
$40K +$26.9K +725 +204%
RBC
1046
Roble Belko & Company
Pennsylvania
$39K – – –
BTIS
1047
BB&T Investment Services
North Carolina
$38K – – –
BCM
1048
Brasada Capital Management
Texas
$38K +$38K +1,000 New
MRCM
1049
M&R Capital Management
New Jersey
$37K -$25.9K -700 -41%
SWM
1050
SeaCrest Wealth Management
New York
$36K +$36K +940 New
40 41
42
43 44