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

1,288 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 574 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,288
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28.02%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.35%
New
70
Increased
574
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$170M
2
FCAS
First Command Advisory Services
Texas
+$124M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$97.7M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$67.3M
5
LPL Financial
LPL Financial
California
+$47.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$207M
2
Citigroup
Citigroup
New York
-$60.9M
3
SOMRS
State of Michigan Retirement System
Michigan
-$50.2M
4
BlackRock
BlackRock
New York
-$41.4M
5
TF
TIAA FSB
Florida
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
1026
Sunbelt Securities
Texas
$369K -$24.1K -620 -6%
LC
1027
Lourd Capital
California
$369K – – –
PAM
1028
Peak Asset Management
Colorado
$368K +$9.73K +250 +3%
MCP
1029
Mirador Capital Partners
California
$367K – – –
GKWIM
1030
Gerber Kawasaki Wealth & Investment Management
California
$366K +$12.6K +325 +4%
SCM
1031
Southport Capital Management
Tennessee
$366K +$15.2K +390 +4%
NWS
1032
Newport Wealth Strategies
California
$365K +$32.9K +850 +10%
SAM
1033
Summit Asset Management
Tennessee
$362K – – –
Wealth Enhancement Advisory Services
1034
Wealth Enhancement Advisory Services
Minnesota
$362K +$362K +9,170 New
SWAG
1035
Spectrum Wealth Advisory Group
California
$361K -$159K -4,110 -31%
TCOO
1036
Trust Company of Oklahoma
Oklahoma
$357K -$76.2K -1,960 -18%
BWM
1037
Baystate Wealth Management
Massachusetts
$357K +$22.8K +585 +7%
LDB
1038
Lee, Danner & Bass
Tennessee
$355K – – –
PCM
1039
Pointe Capital Management
Michigan
$354K -$13.2K -340 -4%
CYG
1040
Clean Yield Group
Vermont
$350K – – –
SNB
1041
Security National Bank
Nebraska
$350K +$41.6K +1,070 +13%
SWA
1042
SFMG Wealth Advisors
Texas
$350K +$350K +8,820 New
LA
1043
Legacy Advisors
Pennsylvania
$348K -$348K -8,945 -50%
LNWWM
1044
Laird Norton Wetherby Wealth Management
California
$346K – – –
BO
1045
Bank OZK
Arkansas
$345K -$72.4K -1,865 -17%
GIA
1046
Guyasuta Investment Advisors
Pennsylvania
$343K -$5.83K -150 -2%
G
1047
Gainplan
Michigan
$341K -$51.8K -1,335 -13%
LIA
1048
LS Investment Advisors
Michigan
$337K -$22.3K -575 -6%
CWM
1049
Confluence Wealth Management
Oregon
$335K +$58.5K +1,505 +21%
CFG
1050
Cooper Financial Group
California
$330K +$2.52K +65 +0.8%
40 41
42
43 44