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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 %
IWMA
401
Ironwood Wealth Management (Arizona)
Arizona
$12.6M -$781K -13,340 -6%
AWP
402
Accretive Wealth Partners
New Jersey
$12.5M -$15.2K -260 -0.1%
CIBC World Market
403
CIBC World Market
Ontario, Canada
$12.5M -$880K -15,036 -7%
FWA
404
FSM Wealth Advisors
Ohio
$12.4M +$874K +14,932 +8%
TFA
405
Teamwork Financial Advisors
Texas
$12.4M +$12M +204,693 +3,136%
TCWA
406
Turtle Creek Wealth Advisors
Texas
$11.9M +$2.16M +36,939 +22%
WWM
407
Western Wealth Management
Colorado
$11.9M -$267K -4,568 -2%
IW
408
Instrumental Wealth
Florida
$11.9M +$732K +12,123 +7%
LC
409
LTG Capital
Massachusetts
$11.9M -$524K -8,950 -4%
CTA
410
Colonial Trust Advisors
South Carolina
$11.8M +$46.5K +795 +0.4%
SQA
411
Simon Quick Advisors
New Jersey
$11.8M +$3.75K +64 +0%
CICC
412
Capital Investment Counsel (Colorado)
Colorado
$11.7M +$930K +15,889 +9%
JMFC
413
J.M. Forbes & Co
Massachusetts
$11.7M +$125K +2,129 +1%
SP
414
SWS Partners
Ohio
$11.7M -$479K -8,190 -4%
PAI
415
Pittenger & Anderson Inc
Nebraska
$11.7M +$257K +4,396 +2%
GGS
416
Galvin Gaustad & Stein
Arizona
$11.6M +$9.56M +163,402 +467%
PP
417
Pegasus Partners
Wisconsin
$11.6M -$1.04M -17,759 -8%
AIA
418
Armor Investment Advisors
North Carolina
$11.4M +$1.12M +19,120 +11%
CFA
419
Camarda Financial Advisors
Florida
$11.4M +$11.4M +194,377 New
AF
420
Affiance Financial
Minnesota
$11.3M -$93.3K -1,595 -0.8%
CWA
421
Consilio Wealth Advisors
Washington
$11.2M +$10.4M +177,647 +1,269%
HR
422
Hardy Reed
Mississippi
$11.2M – – –
RWMH
423
Riverpoint Wealth Management Holdings
Illinois
$11.1M -$166K -2,840 -1%
PW
424
Peninsula Wealth
California
$11.1M +$2.84M +47,070 +34%
MBT
425
Montecito Bank & Trust
California
$11.1M -$104K -1,782 -0.9%
15 16
17
18 19