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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 %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$27.5M -$25.5M -474,230 -48%
GLA
152
Good Life Advisors
Pennsylvania
$27.4M +$1.27M +33,530 +5%
LRIA
153
Leonard Rickey Investment Advisors
Washington
$26.8M +$358K +9,460 +1%
Mariner
154
Mariner
Kansas
$26.7M +$2.26M +59,715 +9%
DWA
155
Divergent Wealth Advisors
Utah
$25.9M -$7.18M -189,425 -22%
GIM
156
Goelzer Investment Management
Indiana
$25.6M +$7.94M +209,645 +45%
FBFS
157
First Business Financial Services
Wisconsin
$25.1M +$3.49M +92,025 +16%
EDRH
158
Edmond de Rothschild Holding
Switzerland
$25M -$4.63M -122,185 -16%
MA
159
MCF Advisors
Kentucky
$24.5M +$238K +6,270 +1%
CPIG
160
Chicago Partners Investment Group
Illinois
$24M -$300K -7,685 -1%
LP
161
LGL Partners
Pennsylvania
$23.5M +$5.62M +148,280 +31%
AWC
162
Abundance Wealth Counselors
Pennsylvania
$23.5M +$186K +4,920 +0.8%
FNT
163
First National Trust
Pennsylvania
$23.4M -$139K -3,670 -0.6%
NA
164
Nottingham Advisors
New York
$23.4M -$9.48M -246,970 -29%
RRC
165
Relaxing Retirement Coach
Massachusetts
$23.2M +$28.4K +750 +0.1%
PWLP
166
Prio Wealth Limited Partnership
Massachusetts
$22.5M +$4.63M +122,200 +26%
TCOV
167
Trust Company of Vermont
Vermont
$22.4M -$229K -6,055 -1%
Fiera Capital (Canada)
168
Fiera Capital (Canada)
Quebec, Canada
$22.1M +$1.77M +46,770 +9%
PA
169
Planning Alternatives
Michigan
$22.1M -$1.44M -38,100 -6%
WIP
170
Wellesley Investment Partners
Massachusetts
$21.6M -$288K -7,610 -1%
W
171
Wealthquest
Ohio
$21.3M +$998K +26,355 +5%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$19.9M +$10.1M +267,225 +103%
SFS
173
Summit Financial Strategies
Ohio
$19.9M +$202K +5,345 +1%
TC
174
Trilogy Capital
California
$19.8M -$4.91M -129,660 -20%
CCM
175
Coldstream Capital Management
Washington
$19.7M +$411K +10,855 +2%
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