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

2,436 hedge funds and large institutions have $77.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 1,087 increasing their positions, 740 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+154
Holders Change %
+6.75%
% of All Funds
32.42%
Holding in Top 10
387
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+10.57%
% of All Funds
5.15%
New
282
Increased
1,087
Reduced
740
Closed
81
Calls
$43.3M
Puts
$4.04M
Net Calls
+$39.2M
Net Calls Change
-$8.04M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$401M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$263M
4
SV
Starboard Value
New York
+$247M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$235M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$258M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$162M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$120M
4
IAIM
International Assets Investment Management
Florida
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
551
WesBanco Bank
West Virginia
$9.03M -$253K -4,057 -3%
HP
552
Hilltop Partners
Indiana
$9.01M -$2.61M -41,820 -22%
PCIA
553
Prime Capital Investment Advisors
Kansas
$9.01M +$163K +2,622 +2%
AWP
554
Avid Wealth Partners
Texas
$9M +$3.08M +49,384 +52%
RPC
555
Rossmore Private Capital
Connecticut
$9M +$303K +4,862 +3%
TA
556
TruWealth Advisors
Louisiana
$8.99M +$276K +4,434 +3%
HHWM
557
Hiley Hunt Wealth Management
Nebraska
$8.96M +$131K +2,108 +1%
SFI
558
SPC Financial Inc
Maryland
$8.93M +$846K +13,576 +10%
FF
559
Finley Financial
Nevada
$8.9M +$8.9M +139,275 New
SAG
560
SageView Advisory Group
California
$8.88M +$6.97M +111,781 +363%
JWCA
561
J.W. Cole Advisors
Florida
$8.82M -$226K -3,631 -3%
SFP
562
Sandbox Financial Partners
Maryland
$8.78M -$2.65M -42,577 -23%
LSPW
563
Lake Street Private Wealth
Illinois
$8.77M +$749K +12,018 +9%
KOMWMG
564
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$8.73M +$369K +5,929 +4%
EW
565
Elyxium Wealth
California
$8.73M +$1.89M +30,312 +28%
BTWM
566
Baker Tilly Wealth Management
Wisconsin
$8.7M -$192K -3,078 -2%
ISWM
567
Independent Solutions Wealth Management
New York
$8.69M -$1.96M -31,406 -18%
LC
568
Lindbrook Capital
California
$8.68M -$815K -13,081 -9%
YP
569
YANKCOM Partnership
South Dakota
$8.62M +$8.62M +138,420 New
IA
570
IFP Advisors
Florida
$8.58M +$363K +5,819 +4%
BMD
571
Better Money Decisions
New Mexico
$8.56M +$175K +2,807 +2%
BHBT
572
Burke & Herbert Bank & Trust
Virginia
$8.54M +$48.5K +778 +0.6%
BWA
573
Bordeaux Wealth Advisors
California
$8.49M -$51.7K -829 -0.6%
MOS
574
MGO One Seven
Ohio
$8.46M +$536K +8,607 +7%
LKWM
575
Lee-Kelleher Wealth Management
Maryland
$8.36M +$8.36M +134,247 New
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