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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 %
PC
1326
Port Capital
Illinois
– -$221K -5,490 Closed
CPIA
1327
Cornell Pochily Investment Advisors
New York
– -$217K -5,410 Closed
NCM
1328
Northwest Capital Management
Oregon
– -$217K -5,385 Closed
FUBT
1329
First United Bank & Trust
Maryland
– -$217K -5,380 Closed
VR
1330
Viridian RIA
Washington
– -$215K -5,355 Closed
NAM
1331
North American Management
Massachusetts
– -$215K -5,350 Closed
PLFAM
1332
Pineno Levin & Ford Asset Management
Virginia
– -$215K -5,340 Closed
WAOTB
1333
Wealth Advisors of Tampa Bay
Florida
– -$215K -5,330 Closed
HCM
1334
Hall Capital Management
Rhode Island
– -$214K -5,315 Closed
DIA
1335
Dana Investment Advisors
Wisconsin
– -$213K -5,300 Closed
WCWM
1336
Willow Creek Wealth Management
California
– -$213K -5,280 Closed
RM
1337
Resource Management
Louisiana
– -$211K -5,235 Closed
WBC
1338
West Branch Capital
Massachusetts
– -$208K -5,180 Closed
CBTWT
1339
Community Bank & Trust (Waco, Texas)
Texas
– -$207K -5,130 Closed
BF
1340
Blankinship & Foster
California
– -$204K -5,070 Closed
FCAG
1341
First Capital Advisors Group
New Jersey
– -$204K -5,070 Closed
DWM
1342
Dakota Wealth Management
Florida
– -$202K -5,015 Closed
PCM
1343
Pointe Capital Management
Michigan
– -$200K -4,990 Closed
ANTB
1344
AMG National Trust Bank
Colorado
– -$201K -4,985 Closed
DBRC
1345
D.B. Root & Company
Pennsylvania
– -$200K -4,980 Closed
KF
1346
Krilogy Financial
Missouri
– -$198K -4,930 Closed
SEIA
1347
Signature Estate & Investment Advisors
California
– -$149K -3,705 Closed
SFM
1348
Signet Financial Management
New Jersey
– -$136K -3,370 Closed
WC
1349
Whitney & Co
New York
– -$91K -2,385 Closed
WCAMG
1350
Woodard & Company Asset Management Group
North Carolina
– -$91K -2,250 Closed
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