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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 %
CWM
1076
Confluence Wealth Management
Oregon
$243K +$36.4K +1,095 +18%
RCM
1077
Radnor Capital Management
Pennsylvania
$242K – – –
HIS
1078
Harvest Investment Services
Illinois
$242K +$242K +6,670 New
Wealthfront Advisers
1079
Wealthfront Advisers
California
$241K +$241K +7,245 New
TSW
1080
Thompson Siegel & Walmsley
Virginia
$240K – – –
JA
1081
JOYN Advisors
Georgia
$240K – – –
IC
1082
Inscription Capital
Texas
$240K +$240K +7,215 New
PRS
1083
Pinkerton Retirement Specialists
Idaho
$238K -$8.94M -269,465 -97%
FLI
1084
Family Legacy Inc
South Carolina
$238K +$1.33K +40 +0.6%
GCA
1085
Gradient Capital Advisors
California
$238K +$22.4K +675 +10%
JPMIA
1086
J.P. Marvel Investment Advisors
Massachusetts
$238K +$238K +7,180 New
WPP
1087
Whalerock Point Partners
Rhode Island
$237K +$6.3K +190 +3%
GC
1088
Gibson Capital
Pennsylvania
$236K – – –
UR
1089
USCA RIA
Texas
$234K +$30.9K +930 +15%
PWM
1090
Perigon Wealth Management
California
$232K +$232K +6,395 New
HCM
1091
Hollencrest Capital Management
California
$231K -$27.5K -830 -11%
TC
1092
Trust Company
Kansas
$231K -$21.4K -645 -8%
SCP
1093
Sandhill Capital Partners
New York
$231K -$11.6K -350 -5%
MWM
1094
Meridian Wealth Management
Kentucky
$231K +$33.7K +1,015 +17%
BCM
1095
Buckhead Capital Management
Georgia
$231K +$231K +6,950 New
PA
1096
Paracle Advisors
Washington
$228K +$60.5K +1,825 +36%
HFS
1097
Haverford Financial Services
Pennsylvania
$227K – – –
BCA
1098
Bay Colony Advisors
Massachusetts
$225K -$1.83K -55 -0.8%
T. Rowe Price Associates
1099
T. Rowe Price Associates
Maryland
$225K – – –
SBIA
1100
Sheaff Brock Investment Advisors
Indiana
$224K -$43.2K -1,300 -16%
42 43
44
45 46