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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 %
TCM
376
Towercrest Capital Management
Pennsylvania
$15M -$1.72M -27,647 -10%
GIA
377
Gladstone Institutional Advisory
Florida
$14.8M +$871K +13,980 +6%
ODIJL
378
One Day In July LLC
Vermont
$14.8M -$4.49M -72,077 -23%
FWA
379
FSM Wealth Advisors
Ohio
$14.7M +$1.5M +24,082 +11%
WAG
380
Winthrop Advisory Group
Massachusetts
$14.6M +$281K +4,516 +2%
OPS
381
Orion Portfolio Solutions
Nebraska
$14.6M +$775K +12,438 +6%
BCI
382
Brinker Capital Investments
Pennsylvania
$14.6M +$775K +12,438 +6%
BFS
383
Burkett Financial Services
South Carolina
$14.6M +$370K +5,943 +3%
CWA
384
Clarity Wealth Advisors
California
$14.5M +$653K +10,483 +5%
AA
385
Argent Advisors
Louisiana
$14.5M +$157K +2,513 +1%
AFS
386
Aft Forsyth & Sober
Florida
$14.4M -$101K -1,625 -0.7%
HSWM
387
Hubbell Strickland Wealth Management
Louisiana
$14.3M +$112K +1,790 +0.8%
FIM
388
Freedom Investment Management
Connecticut
$14.2M -$1.6M -25,669 -10%
PCFFS
389
Pacific Center for Financial Services
California
$14.2M +$351K +5,630 +3%
PP
390
PDS Planning
Ohio
$14.1M -$39.5M -633,165 -74%
SMC
391
Smith, Moore & Co
Missouri
$14.1M +$622K +9,986 +5%
EFM
392
Eley Financial Management
Vermont
$14.1M +$7.04K +113 +0.1%
WCM
393
Windsor Capital Management
Arizona
$14M +$160K +2,569 +1%
AIP
394
Ameritas Investment Partners
Nebraska
$14M -$1.93M -31,043 -12%
AFA
395
American Financial Advisors
Georgia
$14M -$459K -7,368 -3%
IWMA
396
Ironwood Wealth Management (Arizona)
Arizona
$13.8M +$384K +6,161 +3%
TCM
397
Traynor Capital Management
Pennsylvania
$13.8M +$2.06M +33,040 +18%
WAP
398
Wealthcare Advisory Partners
Pennsylvania
$13.7M -$1.58M -25,303 -10%
AA
399
Ancora Advisors
Ohio
$13.7M -$127K -2,036 -0.9%
BFP
400
Beacon Financial Planning
Massachusetts
$13.7M -$489K -7,840 -3%
14 15
16
17 18