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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
1
Raymond James & Associates
Florida
$1.71B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.67B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.58B
4
UBS Group
4
UBS Group
Switzerland
$1.54B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.6B

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$460K
2
SFC
2
Strategic Financial Concepts
Texas
$4.49M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$389M
4
HNB
4
Huntington National Bank
Ohio
$258M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$464M -$16.7M -267,548 -3%
WANY
27
Wealthspire Advisors (New York)
New York
$448M +$19.6M +313,929 +5%
RFC
28
Regions Financial Corp
Alabama
$447M -$11.6M -185,457 -3%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$441M +$781K +12,524 +0.2%
HighTower Advisors
30
HighTower Advisors
Illinois
$439M +$10.9M +175,076 +3%
AG
31
AlTi Global
New York
$402M +$2.99M +48,031 +0.8%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$389M -$240M -3,857,763 -38%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$379M -$20.9M -334,927 -5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$376M +$418K +6,716 +0.1%
AA
35
Alesco Advisors
New York
$329M +$3.18K +51 +0%
NMIMC
36
Northwestern Mutual Investment Management Company
Wisconsin
$328M +$22.5M +360,765 +7%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$314M -$3.34M -53,581 -1%
Creative Planning
38
Creative Planning
Kansas
$312M -$6.09M -97,761 -2%
US Bancorp
39
US Bancorp
Minnesota
$297M +$1.4M +22,515 +0.5%
CWM
40
Circle Wealth Management
New Jersey
$267M -$814K -13,058 -0.3%
BIM
41
Bridges Investment Management
Nebraska
$262M +$10.7M +172,226 +4%
MCM
42
MAI Capital Management
Ohio
$259M +$17.3M +277,692 +7%
HNB
43
Huntington National Bank
Ohio
$258M -$229M – –
Cerity Partners
44
Cerity Partners
New York
$211M +$10.9M +175,104 +5%
Franklin Resources
45
Franklin Resources
California
$207M -$738K -11,638 -0.4%
Stifel Financial
46
Stifel Financial
Missouri
$206M +$3.78M +60,576 +2%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$200M +$3.62M +58,116 +2%
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$198M +$8.01M +128,487 +4%
Corient Private Wealth
49
Corient Private Wealth
Florida
$195M +$63.2M +1,014,358 +48%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$192M +$33M +530,234 +21%
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