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

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.06B
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$172M
3
BlackRock
BlackRock
New York
$1.09B
4
FCAS
First Command Advisory Services
Texas
$152M
5
LPL Financial
LPL Financial
California
$1.27B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$149M
2
State Street
State Street
Massachusetts
$0
3
JFA
JNBA Financial Advisors
Minnesota
$35K
4
MSA
Mason Street Advisors
Wisconsin
$23.9M
5
QIM
Quantitative Investment Management
Virginia
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$46.5M -$251K -6,230 -0.5%
TFO
102
Tarbox Family Office
California
$46.4M +$457K +11,350 +1%
CCFCSB
103
Cape Cod Five Cents Savings Bank
Massachusetts
$45.8M -$861K -21,380 -2%
UBS AM
104
UBS AM
Illinois
$45.4M +$75.5K +1,875 +0.2%
SMM
105
Stadion Money Management
Georgia
$45.1M -$3.66M -90,865 -7%
MWM
106
Modera Wealth Management
New Jersey
$44.5M -$30K -745 -0.1%
US Bancorp
107
US Bancorp
Minnesota
$44.2M -$199K -4,940 -0.4%
EWM
108
Evermay Wealth Management
Virginia
$43.7M +$54.3K +1,350 +0.1%
BPB
109
Badgley, Phelps & Bell
Washington
$43.6M -$1M -24,955 -2%
KA
110
Klingman & Associates
New York
$43M +$939K +23,325 +2%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$42.3M +$6.15M +152,755 +17%
BTS
112
BB&T Securities
Virginia
$41.8M -$1.16M -28,930 -3%
CFG
113
CKW Financial Group
Hawaii
$41.3M +$2.02M +50,470 +5%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$41.2M +$1.22M +30,280 +3%
LFS
115
Lutz Financial Services
Nebraska
$40.8M +$3.16M +78,390 +8%
PPA
116
Parametric Portfolio Associates
Washington
$39.4M -$2.75M -68,350 -7%
CFG
117
Citizens Financial Group
Rhode Island
$39.4M -$1.44M -35,695 -4%
DWM
118
Destination Wealth Management
California
$36.8M +$248K +6,155 +0.7%
CAL
119
Capital Analysts LLC
Pennsylvania
$36.8M -$221K -5,500 -0.6%
CAN
120
Cetera Advisor Networks
California
$36.5M +$6.35M +157,910 +21%
GC
121
Grimes & Company
Massachusetts
$36.3M +$39.5K +980 +0.1%
Lazard Asset Management
122
Lazard Asset Management
New York
$35.3M -$39.7K -985 -0.1%
FHB
123
First Hawaiian Bank
Hawaii
$35M -$431K -10,715 -1%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.8M +$1.25M +30,945 +4%
BFA
125
Beaumont Financial Advisors
Massachusetts
$34.8M +$596K +14,810 +2%
3 4
5
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