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

2,201 hedge funds and large institutions have $64.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 957 increasing their positions, 822 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.01%
Holding in Top 10
345
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.27%
% of All Funds
5.02%
New
125
Increased
957
Reduced
822
Closed
102
Calls
$37.3M
Puts
$2.21M
Net Calls
+$35.1M
Net Calls Change
-$19.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$323M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$99M
5
LPL Financial
LPL Financial
California
+$89.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$231M
2
GA
GFS Advisors
Texas
-$211M
3
BWIA
Bryant Woods Investment Advisors
New York
-$73.6M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$72.6M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$55.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
226
Perigon Wealth Management
California
$27.5M +$44.4K +759 +0.2%
DADC
227
D.A. Davidson & Co
Montana
$27.4M -$721K -12,326 -3%
MFIM
228
Mesirow Financial Investment Management
Illinois
$27.3M +$205K +3,503 +0.8%
William Blair & Company
229
William Blair & Company
Illinois
$27.2M +$1.9M +32,461 +8%
HI
230
Human Investing
Oregon
$27.1M +$822K +14,047 +3%
YIA
231
YHB Investment Advisors
Connecticut
$26.7M -$213K -3,638 -0.8%
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$26.2M +$15.3M +261,117 +140%
RJT
233
Raymond James Trust
Florida
$26.1M +$1.23M +20,944 +5%
RDFA
234
Ritter Daniher Financial Advisory
Ohio
$26.1M -$122K -2,086 -0.5%
SL
235
Salomon & Ludwin
Virginia
$26M -$6.52M -111,368 -20%
TPWA
236
TRUE Private Wealth Advisors
Oregon
$25.9M +$32.8K +561 +0.1%
BHWM
237
Bar Harbor Wealth Management
New Hampshire
$25.9M -$425K -7,262 -2%
SC
238
Savant Capital
Illinois
$25.8M +$1.03M +17,574 +4%
CFO
239
Callan Family Office
Pennsylvania
$25.8M +$73.7K +1,260 +0.3%
SPC
240
Sigma Planning Corp
Michigan
$25.6M +$676K +11,559 +3%
AA
241
ALPS Advisors
Colorado
$25.4M -$18.6M -317,390 -42%
Citadel Advisors
242
Citadel Advisors
Florida
$25.4M -$655K -11,194 -3%
BPA
243
Beacon Pointe Advisors
California
$25.4M -$1.14M -19,552 -4%
CIA
244
Concurrent Investment Advisors
Florida
$25.3M +$782K +13,361 +3%
CAI
245
Capital Advisors Inc
Oklahoma
$25.3M -$619K -10,575 -2%
Natixis Advisors
246
Natixis Advisors
Massachusetts
$25.2M +$4.01M +68,441 +19%
RC
247
Randolph Company
Ohio
$25M +$7.78K +133 +0%
NFG
248
Nations Financial Group
Iowa
$25M -$90.8K -1,552 -0.4%
Macquarie Group
249
Macquarie Group
Australia
$24.8M -$4.84M -82,628 -16%
C
250
Certuity
Florida
$24.3M +$343K +5,868 +1%
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