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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 %
BHIA
601
Birch Hill Investment Advisors
Massachusetts
$6.38M +$285K +4,870 +5%
WQ
602
Wealth Quarterback
New Jersey
$6.36M -$395K -6,758 -6%
TSWM
603
Triangle Securities Wealth Management
North Carolina
$6.32M +$197K +3,365 +3%
LT
604
Legacy Trust
Michigan
$6.29M -$10.2K -175 -0.2%
BAM
605
Belpointe Asset Management
Nevada
$6.29M +$696K +11,888 +12%
SSWM
606
Sheets Smith Wealth Management
North Carolina
$6.28M -$58.5K -999 -0.9%
TFA
607
Trinity Financial Advisors
Ohio
$6.26M -$222K -3,799 -3%
ACM
608
Armbruster Capital Management
New York
$6.26M -$109K -1,860 -2%
DCM
609
Dupont Capital Management
Delaware
$6.23M -$811K -13,863 -12%
PIS
610
POM Investment Strategies
North Carolina
$6.21M +$6.21M +106,172 New
SSW
611
Smith Shellnut Wilson
Mississippi
$6.21M -$45.8K -783 -0.7%
ES
612
ETF Store
Kansas
$6.21M -$5.56M -94,942 -47%
GFS
613
GYL Financial Synergies
Connecticut
$6.17M -$70.6K -1,206 -1%
MA
614
Mutual Advisors
Nebraska
$6.17M +$521K +8,488 +9%
PFA
615
Pettinga Financial Advisors
Indiana
$6.15M +$112K +1,915 +2%
FC
616
Financial Council
Maryland
$6.13M +$319K +5,445 +5%
CSA
617
Cottage Street Advisors
Massachusetts
$6.12M -$114K -1,947 -2%
RCAG
618
Rehmann Capital Advisory Group
Michigan
$6.1M +$36.9K +631 +0.6%
RhumbLine Advisers
619
RhumbLine Advisers
Massachusetts
$6.08M -$3.61M -61,764 -37%
BRWA
620
B. Riley Wealth Advisors
Florida
$6.06M +$4.17M +71,243 +221%
BWM
621
Boyd Wealth Management
California
$6.04M -$1.34M -22,840 -18%
JFG
622
Jefferies Financial Group
New York
$6.02M -$520K -8,885 -8%
AFP
623
Alpha Financial Partners
Kentucky
$6.01M +$222K +3,797 +4%
ACA
624
Affinity Capital Advisors
California
$6.01M +$178K +3,035 +3%
SW
625
SlateStone Wealth
Florida
$5.99M +$122K +2,090 +2%
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