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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,201 hedge funds and large institutions have $64.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 957 increasing their positions, 822 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.01%
Holding in Top 10
345
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.27%
% of All Funds
5.02%
New
125
Increased
957
Reduced
822
Closed
102
Calls
$37.3M
Puts
$2.21M
Net Calls
+$35.1M
Net Calls Change
-$19.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$323M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$99M
5
LPL Financial
LPL Financial
California
+$89.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$231M
2
GA
GFS Advisors
Texas
-$211M
3
BWIA
Bryant Woods Investment Advisors
New York
-$73.6M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$72.6M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$55.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
526
Ullmann Wealth Partners Group
Florida
$7.79M -$83K -1,419 -1%
GIA
527
GHP Investment Advisors
Colorado
$7.73M -$54.8K -936 -0.7%
EIA
528
Eldridge Investment Advisors
New Hampshire
$7.73M -$520K -8,886 -6%
TWP
529
Triad Wealth Partners
Kansas
$7.72M +$1.24M +21,198 +19%
HF
530
Halpern Financial
Virginia
$7.71M +$186K +3,173 +2%
EWM
531
EPG Wealth Management
Georgia
$7.71M -$7.78M -128,016 Closed
AAS
532
Asset Allocation Strategies
Michigan
$7.66M +$530K +9,056 +7%
MIM
533
MetLife Investment Management
New Jersey
$7.66M +$147K +2,510 +2%
MCM
534
Magnolia Capital Management
New York
$7.65M -$33.7K -575 -0.4%
MWM
535
Mascoma Wealth Management
New Hampshire
$7.61M +$3.28K +56 +0%
RIA
536
Richwood Investment Advisors
Ohio
$7.54M +$28.8K +492 +0.4%
AA
537
Advisory Alpha
Michigan
$7.54M -$8.99M -153,658 -54%
ECM
538
Exchange Capital Management
Michigan
$7.53M -$1.1M -18,719 -13%
KWM
539
Kingsview Wealth Management
Oregon
$7.52M -$968K -16,548 -11%
KOMWMG
540
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.49M +$735K +12,557 +11%
SWA
541
Stratos Wealth Advisors
Ohio
$7.45M -$74.7K -1,276 -1%
EWA
542
Exencial Wealth Advisors
Oklahoma
$7.44M -$319K -5,444 -4%
FNBOH
543
First National Bank of Hutchinson
Kansas
$7.41M -$148K -2,530 -2%
BSW
544
Buckingham Strategic Wealth
Missouri
$7.41M -$140K -2,392 -2%
GWMR
545
GC Wealth Management RIA
Massachusetts
$7.41M -$29.3K -500 -0.4%
IA
546
IFP Advisors
Florida
$7.39M +$1.1M +18,782 +17%
DC
547
Destiny Capital
Colorado
$7.36M +$210K +3,588 +3%
6F
548
626 Financial
Michigan
$7.36M -$528K -9,018 -7%
CNBTD
549
Citizens National Bank Trust Department
Mississippi
$7.35M -$52K -889 -0.7%
CWM
550
Cahill Wealth Management
Michigan
$7.34M -$54K -923 -0.7%
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