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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 %
NW
526
NewEdge Wealth
Pennsylvania
$8.97M +$5.36M +85,935 +148%
AAS
527
Asset Allocation Strategies
Michigan
$8.92M +$761K +12,219 +9%
BTWM
528
Baker Tilly Wealth Management
Wisconsin
$8.89M +$442K +7,092 +5%
ZIM
529
Zacks Investment Management
Illinois
$8.86M -$574K -9,218 -6%
PCIA
530
Prime Capital Investment Advisors
Kansas
$8.85M -$630K -10,116 -7%
Prudential Financial
531
Prudential Financial
New Jersey
$8.85M -$464K -7,448 -5%
HHWM
532
Hiley Hunt Wealth Management
Nebraska
$8.83M +$269K +4,310 +3%
TA
533
TruWealth Advisors
Louisiana
$8.72M +$198K +3,174 +2%
RPC
534
Rossmore Private Capital
Connecticut
$8.69M +$86.9K +1,395 +1%
CGFA
535
Colton Groome Financial Advisors
North Carolina
$8.69M -$177K -2,833 -2%
FW
536
Fairway Wealth
Ohio
$8.69M +$945K +15,162 +12%
SWA
537
Stratos Wealth Advisors
Ohio
$8.64M +$710K +11,385 +9%
GVAG
538
Great Valley Advisor Group
Delaware
$8.62M -$449K -7,207 -5%
KWM
539
Kingsview Wealth Management
Oregon
$8.54M +$528K +8,473 +7%
BWA
540
Bordeaux Wealth Advisors
California
$8.54M -$127K -2,036 -1%
BHBT
541
Burke & Herbert Bank & Trust
Virginia
$8.49M +$131K +2,105 +2%
BMD
542
Better Money Decisions
New Mexico
$8.39M -$725K -11,636 -8%
GLA
543
Good Life Advisors
Pennsylvania
$8.37M +$4.26M +68,403 +104%
KOMWMG
544
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$8.36M +$385K +6,172 +5%
BAM
545
Belpointe Asset Management
Nevada
$8.35M +$1.65M +26,440 +25%
GIA
546
GHP Investment Advisors
Colorado
$8.24M +$5.48K +88 +0.1%
FFA
547
Farther Finance Advisors
California
$8.23M +$1.03M +16,451 +14%
EIA
548
Eldridge Investment Advisors
New Hampshire
$8.23M – – –
IA
549
IFP Advisors
Florida
$8.22M +$357K +5,728 +5%
CI
550
CX Institutional
Indiana
$8.22M -$5.75M -92,321 -41%
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