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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 %
EA
626
Enclave Advisors
Texas
$6.79M +$6.79M +108,955 New
JFG
627
Jefferies Financial Group
New York
$6.78M +$375K +6,017 +6%
CW
628
CreativeOne Wealth
Kansas
$6.75M +$1.54M +24,745 +30%
EFS
629
Essex Financial Services
Connecticut
$6.74M -$298K -4,752 -4%
GFS
630
GYL Financial Synergies
Connecticut
$6.73M +$154K +2,471 +2%
PFA
631
Pettinga Financial Advisors
Indiana
$6.69M +$141K +2,256 +2%
SSWM
632
Sheets Smith Wealth Management
North Carolina
$6.68M +$62 +1 +0%
LT
633
Legacy Trust
Michigan
$6.65M -$55.2K -885 -0.8%
RIA
634
Regal Investment Advisors
Michigan
$6.62M -$405K -6,501 -6%
SSW
635
Smith Shellnut Wilson
Mississippi
$6.56M -$47.8K -767 -0.7%
FC
636
Financial Council
Maryland
$6.56M +$32.1K +515 +0.5%
LIA
637
Lynx Investment Advisory
District of Columbia
$6.55M +$526K +8,436 +9%
PCM
638
Penserra Capital Management
California
$6.54M -$447K -7,169 -6%
CFC
639
Client First Capital
California
$6.52M -$1.17M -18,817 -15%
CSA
640
Cottage Street Advisors
Massachusetts
$6.5M -$24.4K -391 -0.4%
QCIG
641
Quad-Cities Investment Group
Iowa
$6.48M +$1.83M +29,303 +39%
RCAG
642
Rehmann Capital Advisory Group
Michigan
$6.47M -$21.1K -339 -0.3%
MA
643
Mutual Advisors
Nebraska
$6.47M +$193K +3,084 +3%
BIA
644
Bigelow Investment Advisors
Maine
$6.41M +$256K +4,113 +4%
SW
645
SlateStone Wealth
Florida
$6.4M +$16.8K +270 +0.3%
FFWA
646
FRG Family Wealth Advisors
Washington
$6.35M – – –
SCM
647
SOL Capital Management
Maryland
$6.34M +$162K +2,605 +3%
SCA
648
Snowden Capital Advisors
New York
$6.27M +$50K +803 +0.8%
TSS
649
Two Sigma Securities
New York
$6.24M +$6.24M +100,131 New
WI
650
Wintrust Investments
Illinois
$6.19M -$53.2M -853,724 -90%
24 25
26
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