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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 %
AIP
351
Ameritas Investment Partners
Nebraska
$15M +$106K +1,805 +0.7%
MSA
352
Marino Stram & Associates
Massachusetts
$14.9M +$113K +1,928 +0.8%
SFA
353
Sequoia Financial Advisors
Ohio
$14.9M +$3.39K +58 +0%
AWM
354
Avondale Wealth Management
Texas
$14.9M -$211K -3,614 -1%
FIM
355
Freedom Investment Management
Connecticut
$14.8M +$1.51M +25,853 +11%
SF
356
Symphony Financial
Texas
$14.8M +$2.39M +40,980 +19%
1SB
357
1ST Source Bank
Indiana
$14.8M -$136K -2,316 -0.9%
FFS
358
Founders Financial Securities
Maryland
$14.7M +$2.97M +50,700 +25%
CWA
359
Core Wealth Advisors
Florida
$14.6M +$183K +3,124 +1%
TWP
360
Tower Wealth Partners
Pennsylvania
$14.5M -$191K -3,257 -1%
JWBC
361
J.W. Burns & Co
New York
$14.5M +$1.21M +20,737 +9%
WAP
362
Wealthcare Advisory Partners
Pennsylvania
$14.4M -$2.07M -35,447 -13%
AMG
363
Asset Management Group
Connecticut
$14.3M -$3.8K -65 -0%
MA
364
Montag & Associates
Georgia
$14.3M -$268K -4,572 -2%
KLI
365
Kelman-Lazarov Inc
Tennessee
$14.3M +$289K +4,930 +2%
TCOV
366
Trust Company of Vermont
Vermont
$14.3M +$169K +2,882 +1%
TCBWMS
367
Texas Capital Bank Wealth Management Services
Texas
$14.3M +$1.39M +23,795 +11%
EFA
368
Evernest Financial Advisors
Indiana
$14.2M +$227K +3,883 +2%
FWM
369
FFT Wealth Management
Pennsylvania
$14.2M -$2.73M -46,709 -16%
IA
370
IFG Advisory
Georgia
$14.1M +$1.9M +32,453 +16%
MFC
371
Mechanics Financial Corp
Ohio
$14.1M -$224K -3,832 -2%
PIC
372
Platt Investment Counsel
Florida
$14M +$403K +6,881 +3%
GPA
373
Guidance Point Advisors
Massachusetts
$13.9M +$1.27M +21,711 +10%
AFS
374
Aft Forsyth & Sober
Florida
$13.6M +$8.78K +150 +0.1%
ACM
375
Advisors Capital Management
New Jersey
$13.6M +$6.17M +105,387 +83%
13 14
15
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