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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 %
HWM
576
HB Wealth Management
Georgia
$7.68M +$381K +6,106 +5%
MWM
577
Mascoma Wealth Management
New Hampshire
$7.67M -$436K -7,004 -5%
AWM
578
Atticus Wealth Management
Florida
$7.59M +$225K +3,612 +3%
NAG
579
Northstar Advisory Group
New Jersey
$7.55M +$5.33M +85,482 +240%
CCM
580
Canal Capital Management
Virginia
$7.53M -$69.1K -1,109 -0.9%
TDWM
581
Topel & Distasi Wealth Management
California
$7.52M +$285K +4,575 +4%
BOH
582
Bank of Hawaii
Hawaii
$7.51M +$85.7K +1,375 +1%
Chevy Chase Trust
583
Chevy Chase Trust
Maryland
$7.48M +$178K +2,850 +2%
PB
584
Pinnacle Bancorp
Nebraska
$7.47M +$589K +9,452 +9%
NL
585
NWAM LLC
Washington
$7.47M +$7.47M +119,827 New
RL
586
Rogco LP
Oklahoma
$7.45M -$302K -4,850 -4%
WG
587
Watchman Group
Texas
$7.44M +$2.58M +41,377 +53%
EL
588
EWA LLC
Pennsylvania
$7.44M +$120K +1,844 +2%
MF
589
Meridian Financial
Massachusetts
$7.4M +$21K +337 +0.3%
EWA
590
Exencial Wealth Advisors
Oklahoma
$7.36M -$563K -9,038 -7%
LFAS
591
Level Four Advisory Services
Texas
$7.34M +$380K +6,146 +5%
PTC
592
Private Trust Company
Ohio
$7.33M -$192K -3,074 -3%
PGFC
593
Peapack-Gladstone Financial Corp
New Jersey
$7.32M +$268K +4,293 +4%
SIAM
594
Sterling Investment Advisors (Missouri)
Missouri
$7.3M +$239K +3,834 +3%
CIAS
595
Capital Investment Advisory Services
North Carolina
$7.3M +$41.7K +669 +0.6%
NCM
596
Novare Capital Management
North Carolina
$7.3M +$302K +4,852 +4%
IWM
597
IHT Wealth Management
Illinois
$7.29M +$2.3M +36,934 +46%
GWM
598
Global Wealth Management
New Jersey
$7.22M +$7.22M +115,881 New
AWAP
599
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.21M +$137K +2,191 +2%
Citadel Advisors
600
Citadel Advisors
Florida
$7.21M -$19.9M -318,896 -73%
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