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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 %
PWP
401
Precedent Wealth Partners
Texas
$13.6M -$120K -1,930 -0.9%
AWP
402
Accretive Wealth Partners
New Jersey
$13.2M -$115K -1,840 -0.9%
CIBC World Market
403
CIBC World Market
Ontario, Canada
$13.1M -$181K -2,903 -1%
PAI
404
Pittenger & Anderson Inc
Nebraska
$13.1M +$673K +10,805 +5%
TCWA
405
Turtle Creek Wealth Advisors
Texas
$13.1M +$368K +5,901 +3%
CF
406
Centaurus Financial
California
$13.1M -$332K -5,320 -2%
AIA
407
Armor Investment Advisors
North Carolina
$13.1M +$931K +14,947 +8%
CTA
408
Colonial Trust Advisors
South Carolina
$13M +$456K +7,321 +4%
LC
409
LTG Capital
Massachusetts
$13M +$393K +6,299 +3%
FWTB
410
First Western Trust Bank
Colorado
$13M -$750K -12,027 -5%
NCM
411
Neumann Capital Management
California
$13M -$745K -11,948 -5%
WWM
412
Western Wealth Management
Colorado
$13M +$279K +4,473 +2%
CA
413
CoreCap Advisors
Michigan
$12.9M +$12.9M +207,454 New
CWA
414
Consilio Wealth Advisors
Washington
$12.9M +$917K +14,721 +8%
ACGA
415
Atlanta Consulting Group Advisors
Georgia
$12.8M -$4.12M -66,089 -24%
COPPSERS
416
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.8M +$2.02M +32,469 +19%
ACM
417
Advisors Capital Management
New Jersey
$12.8M -$1.73M -27,811 -12%
IW
418
Instrumental Wealth
Florida
$12.7M +$275K +4,335 +2%
HAS
419
Holland Advisory Services
Florida
$12.7M +$1.04M +16,626 +9%
SP
420
SWS Partners
Ohio
$12.7M +$276K +4,426 +2%
WPW
421
Waldron Private Wealth
Pennsylvania
$12.7M +$4.06M +65,162 +47%
CICC
422
Capital Investment Counsel (Colorado)
Colorado
$12.7M +$219K +3,519 +2%
KFP
423
KMG Fiduciary Partners
Ohio
$12.7M +$12.1M +193,568 +1,935%
SQA
424
Simon Quick Advisors
New Jersey
$12.7M +$133K +2,135 +1%
GGS
425
Galvin Gaustad & Stein
Arizona
$12.6M +$244K +3,913 +2%
15 16
17
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