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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 %
MWM
426
Meridian Wealth Management
Kentucky
$12.5M +$12.5M +200,971 New
D.E. Shaw & Co
427
D.E. Shaw & Co
New York
$12.4M +$9.93M +159,352 +395%
JMFC
428
J.M. Forbes & Co
Massachusetts
$12.4M -$11.8K -190 -0.1%
PW
429
Peninsula Wealth
California
$12.4M +$672K +10,534 +6%
GWAM
430
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.1M +$498K +7,991 +4%
RWMH
431
Riverpoint Wealth Management Holdings
Illinois
$12.1M +$217K +3,489 +2%
ANTB
432
AMG National Trust Bank
Colorado
$12M -$2.23M -35,863 -16%
SF
433
Summit Financial
New Jersey
$12M +$7.06M +113,240 +144%
RSWM
434
Robertson Stephens Wealth Management
California
$12M +$10.7M +171,467 +844%
EWA
435
Encompass Wealth Advisors
Oregon
$11.9M +$208K +3,340 +2%
PP
436
Pegasus Partners
Wisconsin
$11.9M -$382K -6,129 -3%
WT
437
Washington Trust
Rhode Island
$11.9M +$1.47M +23,527 +14%
HR
438
Hardy Reed
Mississippi
$11.8M -$49.9K -800 -0.4%
AF
439
Affiance Financial
Minnesota
$11.8M -$254K -4,082 -2%
GA
440
GFS Advisors
Texas
$11.8M +$11.2M +180,229 +1,999%
RSA
441
River Street Advisors
Illinois
$11.7M +$141K +2,262 +1%
MBT
442
Montecito Bank & Trust
California
$11.7M -$62.8K -1,008 -0.5%
DCM
443
Dupont Capital Management
Delaware
$11.6M +$5.01M +80,314 +75%
HP
444
Hilltop Partners
Indiana
$11.6M +$6.53M +104,860 +128%
MWP
445
Madison Wealth Partners
Wisconsin
$11.6M +$151K +2,417 +1%
HCM
446
Highview Capital Management
Illinois
$11.5M +$534K +8,573 +5%
SFP
447
Sandbox Financial Partners
Maryland
$11.4M +$525K +8,432 +5%
FBT
448
First Bank & Trust
South Dakota
$11.4M +$49.9K +800 +0.4%
RAM
449
Riggs Asset Management
Pennsylvania
$11.3M +$94.7K +1,520 +0.8%
AF
450
Advisornet Financial
Minnesota
$11.3M +$2.22M +35,584 +24%
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