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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 %
AF
151
Affiance Financial
Minnesota
$25.6M +$1.88M +48,295 +8%
CCM
152
Coldstream Capital Management
Washington
$25.4M +$1.17M +30,005 +5%
GLA
153
Good Life Advisors
Pennsylvania
$25.3M -$913K -23,435 -3%
PA
154
Planning Alternatives
Michigan
$24.7M +$124K +3,185 +0.5%
RRC
155
Relaxing Retirement Coach
Massachusetts
$24.3M +$4.62M +118,650 +24%
SWM
156
SigFig Wealth Management
California
$24M +$24M +616,935 New
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24M +$2.28M +58,635 +11%
DWA
158
Divergent Wealth Advisors
Utah
$23.9M +$787K +20,205 +3%
Mariner
159
Mariner
Kansas
$23.5M +$968K +24,860 +4%
NMIMC
160
Northwestern Mutual Investment Management Company
Wisconsin
$23.5M -$4.48M -115,000 -16%
TCOV
161
Trust Company of Vermont
Vermont
$23.3M +$270K +6,940 +1%
JCM
162
Janney Capital Management
Pennsylvania
$22.8M -$11.2M -288,270 -33%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$22.1M +$852K +21,765 +4%
AWA
164
Alaska Wealth Advisors
Alaska
$22M +$1.13M +28,895 +5%
WIP
165
Wellesley Investment Partners
Massachusetts
$21.5M +$832K +21,360 +4%
CPIG
166
Chicago Partners Investment Group
Illinois
$21.4M -$101K -2,595 -0.5%
AF
167
Allworth Financial
California
$21.2M +$21.1M +542,750 +20,676%
GWM
168
Geneos Wealth Management
Colorado
$21.1M -$673K -17,285 -3%
CA
169
Calton & Associates
Florida
$20.6M +$5.56M +138,510 +37%
DCM
170
DeGreen Capital Management
Arizona
$20.5M -$157K -4,025 -0.8%
BHWM
171
Bar Harbor Wealth Management
New Hampshire
$20.4M -$56.7K -1,455 -0.3%
MIAN
172
Mariner Independent Advisor Network
Kansas
$20.4M -$9.27M -238,055 -31%
PIM
173
Parker Investment Management
California
$20M -$88.6K -2,275 -0.4%
CS
174
Comerica Securities
Michigan
$19.8M +$643K +16,430 +3%
CCP
175
Cardan Capital Partners
Colorado
$19.8M -$94.3K -2,420 -0.5%
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