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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 %
MFA
451
Mayflower Financial Advisors
Massachusetts
$11.3M -$392K -6,298 -3%
CIA
452
Choate Investment Advisors
Massachusetts
$11.2M – – –
VCM
453
Vision Capital Management
Oregon
$11.2M -$231K -3,711 -2%
MM
454
Meridian Management
Arkansas
$11.1M +$1.17M +18,790 +12%
Brown Advisory
455
Brown Advisory
Maryland
$11.1M +$479K +7,682 +4%
MWM
456
MTC Wealth Management
Florida
$11.1M -$158K -2,539 -1%
ACP
457
Arcus Capital Partners
Georgia
$11.1M -$655K -10,517 -6%
EWM
458
Evercore Wealth Management
New York
$11M -$167K -2,675 -1%
BWM
459
Boyd Wealth Management
California
$11M +$4.58M +73,450 +71%
RWP
460
RWA Wealth Partners
Massachusetts
$11M -$656K -10,534 -6%
Two Sigma Investments
461
Two Sigma Investments
New York
$10.9M +$10.9M +175,000 New
CB
462
Commerce Bank
Missouri
$10.9M -$217K -3,483 -2%
OFG
463
Omega Financial Group
California
$10.8M +$776K +12,447 +8%
PI
464
Pachira Investments
California
$10.8M +$225K +3,608 +2%
RhumbLine Advisers
465
RhumbLine Advisers
Massachusetts
$10.7M +$4.27M +68,505 +66%
FPFS
466
First Personal Financial Services
North Carolina
$10.7M -$174K -2,798 -2%
USB
467
Union Savings Bank
Connecticut
$10.7M +$74.7K +1,199 +0.7%
ISWM
468
Independent Solutions Wealth Management
New York
$10.7M -$289K -4,639 -3%
SIC
469
Sterling Investment Counsel
New York
$10.6M +$162K +2,603 +2%
NAM
470
NTV Asset Management
West Virginia
$10.6M -$1.14M -18,324 -10%
OFS
471
Orrstown Financial Services
Pennsylvania
$10.6M +$9.06M +145,341 +606%
SF
472
Synovus Financial
Georgia
$10.5M +$620K +9,951 +6%
NAM
473
NorthCrest Asset Manangement
Minnesota
$10.5M -$488K -7,830 -4%
NGA
474
Naples Global Advisors
Florida
$10.5M +$54.2K +870 +0.5%
JF
475
JSF Financial
California
$10.4M -$7.59M -121,844 -42%
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