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

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M

Top Buyers

1
S
Schroders
United Kingdom
$191M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$288M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.34B
4
PFG
Pacific Financial Group
Washington
$132M
5
Bank of America
Bank of America
North Carolina
$2.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$470M
2
Wells Fargo
Wells Fargo
California
$3.58B
3
HNB
Huntington National Bank
Ohio
$207M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$662M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFIA
101
Cantor Fitzgerald Investment Advisors
New York
$44.6M +$2.46M +65,020 +6%
AA
102
ALPS Advisors
Colorado
$43.9M -$2.32M -61,125 -5%
MWM
103
Modera Wealth Management
New Jersey
$43.4M +$1.3M +34,325 +3%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$43.2M +$760K +20,050 +2%
NAM
105
NorthCoast Asset Management
Connecticut
$43M +$43M +1,135,080 New
BPB
106
Badgley, Phelps & Bell
Washington
$43M +$1.45M +38,175 +3%
LFS
107
Lutz Financial Services
Nebraska
$42.7M +$5.34M +140,880 +14%
FA
108
FDx Advisors
Illinois
$42.3M +$42.3M +1,116,790 New
KA
109
Klingman & Associates
New York
$41.9M -$931K -24,590 -2%
FT
110
Fiduciary Trust
Massachusetts
$41.6M +$8.42M +222,235 +25%
SWM
111
SigFig Wealth Management
California
$41.1M +$4.92M +129,755 +14%
CFG
112
CKW Financial Group
Hawaii
$40.7M +$2.06M +54,320 +5%
CFG
113
Citizens Financial Group
Rhode Island
$39.4M +$1.29M +34,095 +3%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$38.6M -$105K -2,770 -0.3%
EWM
115
Evermay Wealth Management
Virginia
$38.2M +$159K +4,200 +0.4%
BTS
116
BB&T Securities
Virginia
$38.1M -$2.11M -55,685 -5%
AQR Capital Management
117
AQR Capital Management
Connecticut
$37.4M -$180K -4,750 -0.5%
WT
118
Whittier Trust
California
$37M +$13.8M +364,815 +60%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$36.9M +$14.8M +389,770 +67%
Lazard Asset Management
120
Lazard Asset Management
New York
$36.5M -$206K -5,450 -0.6%
SPC
121
Sigma Planning Corp
Michigan
$36M -$5.32M -140,510 -13%
US Bancorp
122
US Bancorp
Minnesota
$35.7M +$313K +8,250 +0.9%
DWM
123
Destination Wealth Management
California
$35.7M +$667K +17,605 +2%
CAL
124
Capital Analysts LLC
Pennsylvania
$35.1M +$1.35M +35,600 +4%
HW
125
Hancock Whitney
Mississippi
$34.9M -$581K -15,340 -2%
3 4
5
6 7