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

2,282 hedge funds and large institutions have $70.4B invested in iShares Core S&P Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 1,055 increasing their positions, 750 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,282
Holders Change
+81
Holders Change %
+3.68%
% of All Funds
33.01%
Holding in Top 10
350
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.45%
% of All Funds
5.06%
New
158
Increased
1,055
Reduced
750
Closed
50
Calls
$50.4M
Puts
$3.12M
Net Calls
+$47.3M
Net Calls Change
+$12.2M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$538M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$407M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$360M
4
UBS Group
UBS Group
Switzerland
+$171M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.4M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$677M
2
SFC
Strategic Financial Concepts
Texas
-$255M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$240M
4
HNB
Huntington National Bank
Ohio
-$229M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
226
Zions Bancorporation
Utah
$30.2M -$1.22M -19,526 -4%
UFAC
227
Urban Financial Advisory Corp
Illinois
$30.1M -$143K -2,292 -0.5%
MFIM
228
Mesirow Financial Investment Management
Illinois
$30M +$972K +15,601 +3%
CFO
229
Callan Family Office
Pennsylvania
$30M +$2.53M +40,643 +9%
AWM
230
Apollon Wealth Management
South Carolina
$29.9M +$20.4M +327,850 +215%
GLLW
231
Graves Light Lenhart Wealth
Virginia
$29.7M -$2.87M -46,034 -9%
SWM
232
Spire Wealth Management
Virginia
$29.6M -$985K -15,808 -3%
DAS
233
Dynamic Advisor Solutions
Arizona
$29.5M -$117K -1,882 -0.4%
PWM
234
Perigon Wealth Management
California
$29.4M +$147K +2,362 +0.5%
DADC
235
D.A. Davidson & Co
Montana
$29.4M +$124K +1,992 +0.4%
NYLIM
236
New York Life Investment Management
New York
$29.2M +$11.4M +182,424 +64%
HI
237
Human Investing
Oregon
$29.2M +$325K +5,211 +1%
Charles Schwab
238
Charles Schwab
California
$29.2M -$411K -6,597 -1%
SIC
239
Shoker Investment Counsel
Ohio
$29.1M -$523K -8,399 -2%
Natixis Advisors
240
Natixis Advisors
Massachusetts
$29M +$2.13M +34,170 +8%
YIA
241
YHB Investment Advisors
Connecticut
$28.8M +$347K +5,570 +1%
TPWA
242
TRUE Private Wealth Advisors
Oregon
$28.7M +$1.14M +18,339 +4%
RDFA
243
Ritter Daniher Financial Advisory
Ohio
$28.4M +$564K +9,054 +2%
SC
244
Savant Capital
Illinois
$28.1M +$649K +10,407 +2%
NA
245
Nottingham Advisors
New York
$28.1M -$1.87M -30,072 -6%
CIA
246
Concurrent Investment Advisors
Florida
$28.1M +$1.09M +17,542 +4%
Jane Street
247
Jane Street
New York
$27.9M +$25.4M +408,083 +1,032%
BHWM
248
Bar Harbor Wealth Management
New Hampshire
$27.8M +$228K +3,664 +0.8%
VFPW
249
Vantage Financial Partners (Wisconsin)
Wisconsin
$27.7M +$2.19M +35,205 +9%
WAS
250
Wealth Advisory Solutions
Indiana
$27.4M -$2.2M -35,367 -7%
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