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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 %
PCM
601
Pinnbrook Capital Management
New York
$7.21M +$7.21M +115,620 New
EWM
602
EPG Wealth Management
Georgia
$7.14M +$7.14M +114,576 New
WS
603
Wela Strategies
Georgia
$7.14M -$457K -7,329 -6%
BCM
604
Boltwood Capital Management
California
$7.11M -$6.05K -97 -0.1%
IA
605
IFS Advisors
Kansas
$7.11M +$76.6K +1,229 +1%
BCMO
606
Buckingham Capital Management (Ohio)
Ohio
$7.07M -$81K -1,300 -1%
FA
607
Flagstar Advisors
New York
$7.02M -$509K -8,165 -7%
PIAS
608
PCA Investment Advisory Services
Ohio
$7.02M +$167K +2,687 +2%
G
609
GenTrust
Florida
$7.01M -$387K -6,217 -5%
WFAG
610
Wescott Financial Advisory Group
Pennsylvania
$7M +$135K +2,159 +2%
ECM
611
Exchange Capital Management
Michigan
$6.99M -$1.02M -16,432 -13%
PFS
612
Prospera Financial Services
Texas
$6.98M +$28.4K +456 +0.4%
ACA
613
Affinity Capital Advisors
California
$6.96M +$562K +9,012 +9%
FMP
614
Financial Management Professionals
Texas
$6.94M +$6.93M +111,244 +96,734%
Kayne Anderson Rudnick Investment Management
615
Kayne Anderson Rudnick Investment Management
California
$6.9M +$1.24M +19,829 +22%
TSWM
616
Triangle Securities Wealth Management
North Carolina
$6.89M +$156K +2,505 +2%
AFS
617
AFG Fiduciary Services
Massachusetts
$6.87M -$43.5K -690 -0.6%
PCM
618
Pennsylvania Capital Management
Pennsylvania
$6.85M +$522K +8,383 +8%
WQ
619
Wealth Quarterback
New Jersey
$6.85M +$72.8K +1,168 +1%
EW
620
Elyxium Wealth
California
$6.84M +$6.84M +109,742 New
AWM
621
Avior Wealth Management
Nebraska
$6.84M -$923K -14,805 -12%
ANBT
622
American National Bank & Trust
Texas
$6.83M -$28.8K -462 -0.4%
AWC
623
Abundance Wealth Counselors
Pennsylvania
$6.81M +$6.81M +109,272 New
BHIA
624
Birch Hill Investment Advisors
Massachusetts
$6.8M +$13.4K +215 +0.2%
MG
625
Mather Group
Illinois
$6.79M -$302K -4,853 -4%
23 24
25
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