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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 %
AWM
351
Avondale Wealth Management
Texas
$16.2M +$371K +5,950 +2%
SF
352
Symphony Financial
Texas
$15.9M +$99.3K +1,597 +0.6%
1SB
353
1ST Source Bank
Indiana
$15.8M +$48.2K +773 +0.3%
LPAM
354
Lodestar Private Asset Management
California
$15.8M -$428K -6,872 -3%
AMG
355
Asset Management Group
Connecticut
$15.7M +$506K +8,114 +3%
JWBC
356
J.W. Burns & Co
New York
$15.7M +$292K +4,689 +2%
CWA
357
Core Wealth Advisors
Florida
$15.7M +$147K +2,351 +0.9%
IA
358
IFG Advisory
Georgia
$15.6M +$508K +8,155 +3%
TWP
359
Tower Wealth Partners
Pennsylvania
$15.5M +$27.9K +447 +0.2%
KLI
360
Kelman-Lazarov Inc
Tennessee
$15.5M +$312K +5,000 +2%
EFA
361
Evernest Financial Advisors
Indiana
$15.5M +$337K +5,407 +2%
CNC
362
Citizens & Northern Corp
Pennsylvania
$15.4M +$1.89M +30,261 +14%
TCOV
363
Trust Company of Vermont
Vermont
$15.4M +$176K +2,827 +1%
GSWM
364
Greenup Street Wealth Management
Michigan
$15.4M +$4.16M +66,739 +37%
KPWS
365
Kestra Private Wealth Services
Texas
$15.4M -$5.77M -92,663 -27%
TAM
366
Titleist Asset Management
Texas
$15.3M +$1.48M +23,688 +11%
TCBWMS
367
Texas Capital Bank Wealth Management Services
Texas
$15.3M +$111K +1,774 +0.7%
PAS
368
Park Avenue Securities
New York
$15.2M +$1.09M +17,442 +8%
SFA
369
Sequoia Financial Advisors
Ohio
$15.2M -$657K -10,537 -4%
CFFNO
370
Common Fund For Nonprofit Organizations
Connecticut
$15.1M +$15.1M +243,100 New
FWM
371
FFT Wealth Management
Pennsylvania
$15.1M -$40K -642 -0.3%
MA
372
Montag & Associates
Georgia
$15.1M -$134K -2,154 -0.9%
GPA
373
Guidance Point Advisors
Massachusetts
$15M +$222K +3,556 +1%
MFC
374
Mechanics Financial Corp
Ohio
$15M -$46.4K -745 -0.3%
PIC
375
Platt Investment Counsel
Florida
$15M +$119K +1,902 +0.8%
13 14
15
16 17