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

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$716M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$137M
3
LPL Financial
LPL Financial
California
+$131M
4
Ameriprise
Ameriprise
Minnesota
+$92M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$86.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$132M
2
Bank of America
Bank of America
North Carolina
-$69.1M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$46.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$42.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
101
FormulaFolio Investments
Michigan
$40.5M +$6.19M +165,130 +18%
HighTower Advisors
102
HighTower Advisors
Illinois
$40.3M -$252K -6,705 -0.6%
EWM
103
Evermay Wealth Management
Virginia
$40.2M +$3.32M +88,445 +9%
CFG
104
Citizens Financial Group
Rhode Island
$39.7M -$5M -133,155 -11%
PPA
105
Parametric Portfolio Associates
Washington
$39.4M -$9.97M -265,645 -20%
AI
106
Atria Investments
North Carolina
$39.2M -$261K -6,955 -0.7%
BTS
107
BB&T Securities
Virginia
$38.2M +$5.01M +133,445 +15%
NA
108
Nottingham Advisors
New York
$37.3M -$2.1M -55,130 -5%
OAM
109
Oppenheimer Asset Management
New York
$37.3M +$13M +346,685 +54%
KA
110
Klingman & Associates
New York
$37.1M +$1.76M +46,920 +5%
PAG
111
Private Advisor Group
New Jersey
$37.1M +$3.09M +82,270 +9%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$36.8M -$601K -16,010 -2%
SPC
113
Sigma Planning Corp
Michigan
$36.6M -$181K -4,815 -0.5%
CFG
114
CKW Financial Group
Hawaii
$34.6M -$196K -5,350 -0.6%
LFS
115
Lutz Financial Services
Nebraska
$34.3M +$716K +19,095 +2%
DWM
116
Destination Wealth Management
California
$34.3M -$327K -8,715 -0.9%
Lazard Asset Management
117
Lazard Asset Management
New York
$33.9M -$1.45M -38,570 -4%
GC
118
Grimes & Company
Massachusetts
$33.8M +$487K +12,970 +1%
CAL
119
Capital Analysts LLC
Pennsylvania
$33.5M +$653K +17,410 +2%
FHB
120
First Hawaiian Bank
Hawaii
$33.1M -$160K -4,255 -0.5%
JCM
121
Janney Capital Management
Pennsylvania
$32.8M -$2.82M -75,260 -8%
TA
122
Tiedemann Advisors
New York
$32.6M -$940K -25,065 -3%
BFA
123
Beaumont Financial Advisors
Massachusetts
$31.4M +$1.43M +38,045 +5%
AIP
124
Ameritas Investment Partners
Nebraska
$31.4M -$411K -10,950 -1%
CAN
125
Cetera Advisor Networks
California
$31.4M +$1.57M +41,795 +5%
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5
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