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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,436 hedge funds and large institutions have $77.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 1,087 increasing their positions, 740 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+154
Holders Change %
+6.75%
% of All Funds
32.42%
Holding in Top 10
387
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+10.57%
% of All Funds
5.15%
New
282
Increased
1,087
Reduced
740
Closed
81
Calls
$43.3M
Puts
$4.04M
Net Calls
+$39.2M
Net Calls Change
-$8.04M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$401M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$263M
4
SV
Starboard Value
New York
+$247M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$235M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$258M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$162M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$120M
4
IAIM
International Assets Investment Management
Florida
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFA
376
Evernest Financial Advisors
Indiana
$16M +$491K +7,885 +3%
AWM
377
Avondale Wealth Management
Texas
$15.9M -$300K -4,816 -2%
LPAM
378
Lodestar Private Asset Management
California
$15.8M -$12.4K -199 -0.1%
1SB
379
1ST Source Bank
Indiana
$15.8M -$43.9K -704 -0.3%
CWA
380
Core Wealth Advisors
Florida
$15.7M +$21.2K +340 +0.1%
AMG
381
Asset Management Group
Connecticut
$15.7M -$29.7K -476 -0.2%
KLI
382
Kelman-Lazarov Inc
Tennessee
$15.6M +$65.2K +1,046 +0.4%
CNC
383
Citizens & Northern Corp
Pennsylvania
$15.6M +$145K +2,323 +0.9%
TCBWMS
384
Texas Capital Bank Wealth Management Services
Texas
$15.5M +$250K +4,008 +2%
MSA
385
Mason Street Advisors
Wisconsin
$15.5M -$5.43M -87,100 -26%
TWP
386
Tower Wealth Partners
Pennsylvania
$15.5M -$61.7K -990 -0.4%
DFG
387
Demars Financial Group
Washington
$15.4M +$15.1M +942,746 +5,730%
GPA
388
Guidance Point Advisors
Massachusetts
$15.3M +$261K +4,191 +2%
TCM
389
Towercrest Capital Management
Pennsylvania
$15.3M +$318K +5,102 +2%
CWA
390
Clarity Wealth Advisors
California
$15.3M +$749K +12,018 +5%
CFFNO
391
Common Fund For Nonprofit Organizations
Connecticut
$15.2M +$64.9K +1,042 +0.4%
NPF
392
Norris Perne & French
Michigan
$15.2M -$1.35M -21,660 -8%
BCI
393
Brinker Capital Investments
Pennsylvania
$15M +$409K +6,562 +3%
OPS
394
Orion Portfolio Solutions
Nebraska
$15M +$409K +6,562 +3%
SWM
395
Spire Wealth Management
Virginia
$14.9M -$14.7M -235,909 -50%
BW
396
BostonPremier Wealth
Massachusetts
$14.8M +$14.8M +237,979 New
WAG
397
Winthrop Advisory Group
Massachusetts
$14.7M +$149K +2,388 +1%
VFPW
398
Vantage Financial Partners (Wisconsin)
Wisconsin
$14.7M -$13M -208,741 -47%
SMC
399
Smith, Moore & Co
Missouri
$14.7M +$618K +9,923 +4%
PIC
400
Platt Investment Counsel
Florida
$14.7M -$302K -4,843 -2%
14 15
16
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