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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 %
MPCG
476
Matrix Private Capital Group
New York
$10.4M +$265K +4,260 +3%
CAC
477
Certified Advisory Corp
Florida
$10.4M +$98.7K +1,584 +1%
PS
478
Principal Securities
Iowa
$10.3M +$4.52M +72,579 +78%
RFO
479
RiverGlades Family Offices
Florida
$10.3M +$86.7K +1,392 +0.8%
BBNA
480
Bremer Bank National Association
Minnesota
$10.3M -$675K -10,831 -6%
CB
481
Community Bank
New York
$10.2M -$939K -15,071 -8%
FCBT
482
First Citizens Bank & Trust
North Carolina
$10.2M -$809K -12,980 -7%
GC
483
Grimes & Company
Massachusetts
$10.1M +$142K +2,278 +1%
PG
484
Proffitt & Goodson
Tennessee
$10M +$1.04M +16,749 +12%
CPW
485
Crestmont Private Wealth
Texas
$10M +$174K +2,800 +2%
TC
486
TAP Consulting
Missouri
$9.99M +$107K +1,718 +1%
GWMIA
487
Global Wealth Management Investment Advisory
Florida
$9.98M +$249K +3,998 +3%
SLT
488
St Louis Trust
Missouri
$9.94M – – –
IPW
489
IronBridge Private Wealth
Texas
$9.93M +$253K +4,063 +3%
TCA
490
Trifecta Capital Advisors
Illinois
$9.93M +$432K +6,926 +5%
CFG
491
Carr Financial Group
Massachusetts
$9.87M +$1.02M +16,342 +12%
PWA
492
Physician Wealth Advisors
Utah
$9.87M +$81.2K +1,284 +0.8%
IA
493
IFG Advisors
Missouri
$9.82M +$517K +8,301 +6%
AI
494
Atria Investments
North Carolina
$9.82M -$994K -15,955 -9%
DC
495
Davenport & Co
Virginia
$9.76M +$274K +4,397 +3%
EIP
496
Ellis Investment Partners
Pennsylvania
$9.7M -$423K -6,783 -4%
SF
497
SWP Financial
California
$9.65M +$1.98M +31,792 +26%
ITB
498
Idaho Trust Bank
Idaho
$9.63M +$217K +3,479 +2%
GF
499
Gimbal Financial
Indiana
$9.6M +$615K +9,853 +7%
Lido Advisors
500
Lido Advisors
California
$9.58M +$59K +946 +0.6%
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