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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 %
B
301
Bailard
California
$20.9M +$126K +2,028 +0.6%
GG
302
Greenwood Gearhart
Arkansas
$20.7M +$2.02M +32,444 +11%
CI
303
Conning Inc
Connecticut
$20.6M – – –
TF
304
Tompkins Financial
New York
$20.4M +$279K +4,479 +1%
DA
305
Drake & Associates
Wisconsin
$20.4M +$772K +12,387 +4%
EWA
306
EP Wealth Advisors
California
$20.3M +$3.25M +52,168 +19%
PSCM
307
Per Stirling Capital Management
Texas
$20.1M +$255K +4,094 +1%
CCM
308
Coldstream Capital Management
Washington
$20.1M -$736K -11,813 -4%
HS
309
Horan Securities
United States
$19.9M +$861K +13,812 +5%
SIA
310
Soltis Investment Advisors
Utah
$19.8M +$379K +6,078 +2%
DFA
311
DHJJ Financial Advisors
Illinois
$19.6M -$278K -4,459 -1%
AGA
312
Arkos Global Advisors
Texas
$19.6M +$648K +10,393 +3%
OGF
313
Orin Green Financial
California
$19.5M +$186K +2,977 +1%
PBF
314
Petix & Botte Financial
California
$19.3M +$499K +8,010 +3%
Allspring Global Investments
315
Allspring Global Investments
North Carolina
$19.1M – – –
VFIC
316
Valley Forge Investment Consultants
Pennsylvania
$18.9M +$290K +4,660 +2%
CIAS
317
CFS Investment Advisory Services
New Jersey
$18.8M -$18M -288,776 -49%
AEPWM
318
Atlantic Edge Private Wealth Management
Florida
$18.7M +$1.27M +20,453 +7%
SB
319
Simmons Bank
Arkansas
$18.7M -$37.6K -604 -0.2%
LA
320
Lynch & Associates
Indiana
$18.7M +$123K +1,967 +0.7%
GG
321
GenWealth Group
New Jersey
$18.6M +$504K +8,087 +3%
PWM
322
Proathlete Wealth Management
Florida
$18.6M +$1.02M +16,377 +6%
JSW
323
Journey Strategic Wealth
New Jersey
$18.6M -$26.8K -430 -0.1%
Principal Financial Group
324
Principal Financial Group
Iowa
$18.5M +$217K +3,474 +1%
IF
325
Ironwood Financial
Arizona
$18.5M +$792K +12,711 +4%
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