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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 %
VCM
176
Vision Capital Management
Oregon
$17.3M +$4.89M +147,285 +40%
BHWM
177
Bar Harbor Wealth Management
New Hampshire
$17.1M -$250K -7,515 -1%
TCM
178
Twele Capital Management
Minnesota
$17M +$2.4M +72,170 +16%
CCM
179
Coldstream Capital Management
Washington
$16.9M -$4.68M -141,025 -22%
IOOF
180
Independent Order of Foresters
Ontario, Canada
$16.9M – – –
SGAM
181
Steinberg Global Asset Management
Florida
$16.6M +$369K +11,105 +2%
I
182
IberiaBank
Louisiana
$16.5M +$3.67M +110,605 +29%
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$16M +$203K +6,115 +1%
CWM
184
Cahaba Wealth Management
Georgia
$16M +$2.25M +67,690 +16%
CPA
185
Capital Planning Advisors
California
$15.8M -$627K -18,880 -4%
PWLP
186
Prio Wealth Limited Partnership
Massachusetts
$15.7M +$1.97M +59,445 +14%
LP
187
LGL Partners
Pennsylvania
$15.7M +$714K +21,485 +5%
SWMG
188
Strategic Wealth Management Group
Maryland
$15.6M +$15.6M +470,380 New
GIM
189
Goelzer Investment Management
Indiana
$15.5M +$3.2M +96,410 +26%
JWA
190
JFS Wealth Advisors
Pennsylvania
$15.2M -$678K -20,415 -4%
Deutsche Bank
191
Deutsche Bank
Germany
$15.2M +$4.33M +130,520 +40%
GFS
192
GYL Financial Synergies
Connecticut
$15.1M +$15.1M +453,520 New
BFM
193
Boston Financial Management
Massachusetts
$15M +$1.86M +55,870 +14%
FNBOH
194
First National Bank of Hutchinson
Kansas
$14.8M -$276K -8,305 -2%
Prudential Financial
195
Prudential Financial
New Jersey
$14.8M +$2.16M +64,990 +17%
Principal Financial Group
196
Principal Financial Group
Iowa
$14.6M +$3.97M +119,620 +37%
HSBC Holdings
197
HSBC Holdings
United Kingdom
$14.5M -$287K -8,635 -2%
WAG
198
Winthrop Advisory Group
Massachusetts
$14.5M -$2.8M -80,690 -16%
RWP
199
RWA Wealth Partners
Massachusetts
$14.4M -$971K -29,250 -6%
CS
200
Comerica Securities
Michigan
$14.3M -$4.1M -123,410 -22%
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