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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 %
ASN
251
Advisory Services Network
Georgia
$24.2M +$4.94M +84,398 +26%
VFPW
252
Vantage Financial Partners (Wisconsin)
Wisconsin
$24M +$691K +11,803 +3%
ACM
253
Arcataur Capital Management
Wisconsin
$23.8M -$148K -2,525 -0.6%
BAMG
254
Brand Asset Management Group
Missouri
$23.7M +$180K +3,073 +0.8%
TPCW
255
TD Private Client Wealth
New York
$23.7M -$688K -11,764 -3%
KCM
256
Kanawha Capital Management
Virginia
$23.5M -$327K -5,591 -1%
VCM
257
Verde Capital Management
Michigan
$23.2M +$974K +16,645 +4%
IFPL
258
Investments & Financial Planning LLC
Kentucky
$23.2M +$462K +7,898 +2%
GRP
259
Global Retirement Partners
California
$23.1M +$2.07M +35,291 +10%
ATPW
260
Ashton Thomas Private Wealth
Arizona
$23.1M +$96.6K +1,650 +0.4%
NA
261
NewEdge Advisors
Louisiana
$23M +$2.61M +44,569 +13%
FWM
262
Fairhaven Wealth Management
Illinois
$22.9M +$629K +10,753 +3%
LP
263
LGL Partners
Pennsylvania
$22.8M -$506K -8,646 -2%
CT
264
Coastline Trust
Rhode Island
$22.6M -$39.2K -670 -0.2%
BCWM
265
Bartlett & Co Wealth Management
Ohio
$22.6M +$3.87M +66,068 +21%
BSSFA
266
Baron Silver Stevens Financial Advisors
Florida
$22.5M +$340K +5,817 +2%
WSFS
267
Wilmington Savings Fund Society
Delaware
$22.2M -$683K -11,669 -3%
OIA
268
OneDigital Investment Advisors
Kansas
$21.9M -$526K -8,987 -2%
FCI
269
Financial Counselors Inc
Kansas
$21.8M +$1.99M +34,073 +10%
JA
270
JVL Associates
Michigan
$21.7M +$807K +13,791 +4%
CRC
271
Curi RMB Capital
Illinois
$21.7M -$517K -8,840 -2%
TCM
272
Twele Capital Management
Minnesota
$21.6M -$74.7K -1,277 -0.3%
CFP
273
Catalyst Financial Partners
Massachusetts
$21.5M +$1.72M +29,411 +9%
DCM
274
Disciplina Capital Management
Tennessee
$21.5M +$20M +36,546 +1,346%
ATC
275
Argent Trust Co
Tennessee
$21.2M -$113K -1,926 -0.5%
9 10
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