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

1,130 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 503 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
503
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$201M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M
4
Bank of America
Bank of America
North Carolina
+$81.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$80.3M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$739M
2
HNB
Huntington National Bank
Ohio
-$126M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.6M
4
AF
Ally Financial
Michigan
-$25.3M
5
PP
Pegasus Partners
Wisconsin
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
101
UBS AM
Illinois
$43.8M +$1.62M +41,600 +4%
BPB
102
Badgley, Phelps & Bell
Washington
$43.2M +$642K +16,475 +2%
MWM
103
Modera Wealth Management
New Jersey
$43.1M -$1.98M -50,940 -4%
US Bancorp
104
US Bancorp
Minnesota
$42.9M -$5.5M -141,245 -11%
SPC
105
Sigma Planning Corp
Michigan
$42.8M +$4.78M +122,605 +13%
QIM
106
Quantitative Investment Management
Virginia
$42.4M +$15M +385,500 +55%
EWM
107
Evermay Wealth Management
Virginia
$42.2M +$407K +10,455 +1%
BTS
108
BB&T Securities
Virginia
$41.6M +$1.92M +49,370 +5%
CWM
109
Cornerstone Wealth Management
Missouri
$41.4M +$41.1M +40,064,650 +16,076%
PPA
110
Parametric Portfolio Associates
Washington
$40.8M -$129K -3,315 -0.3%
KA
111
Klingman & Associates
New York
$40.7M +$2.22M +56,910 +6%
FAAS
112
First Allied Advisory Services
California
$39.7M +$7.68M +197,065 +24%
CFG
113
Citizens Financial Group
Rhode Island
$39.5M -$1.7M -43,525 -4%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$38.7M +$457K +11,735 +1%
CFG
115
CKW Financial Group
Hawaii
$38.3M +$1.47M +37,800 +4%
NA
116
Nottingham Advisors
New York
$37.6M +$297K +7,810 +0.8%
PAG
117
Private Advisor Group
New Jersey
$37.3M -$1.27M -32,695 -3%
LFS
118
Lutz Financial Services
Nebraska
$36.5M +$850K +21,830 +2%
CAL
119
Capital Analysts LLC
Pennsylvania
$35.8M +$1.03M +26,320 +3%
DWM
120
Destination Wealth Management
California
$35.4M -$238K -6,105 -0.7%
GC
121
Grimes & Company
Massachusetts
$35.1M -$66.2K -1,700 -0.2%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$35M +$5.17M +132,670 +17%
FHB
123
First Hawaiian Bank
Hawaii
$34.3M -$52.8K -1,355 -0.2%
Lazard Asset Management
124
Lazard Asset Management
New York
$34.2M -$1.01M -26,035 -3%
CWM
125
Connecticut Wealth Management
Connecticut
$33.1M +$855K +21,945 +3%
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5
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