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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 %
MBI
651
May Barnhard Investments
Maryland
$6.15M +$3.18K +51 +0.1%
WI
652
WrapManager Inc
California
$6.13M +$348K +5,580 +6%
CFD
653
Creative Financial Designs
Indiana
$6.13M +$66.3K +1,064 +1%
BCG
654
BayBridge Capital Group
California
$6.12M +$389K +6,237 +7%
6F
655
626 Financial
Michigan
$6.12M -$1.72M -27,593 -22%
CWA
656
Clarus Wealth Advisors
Arizona
$6.11M +$71.7K +1,159 +1%
P
657
Pitcairn
Pennsylvania
$6.06M -$4.67K -75 -0.1%
ONB
658
Old National Bancorp
Indiana
$6.06M +$354K +5,677 +6%
TWP
659
Triad Wealth Partners
Kansas
$6.03M -$2.19M -35,072 -27%
SFS
660
Sowell Financial Services
Arkansas
$6.03M +$64.8K +1,040 +1%
TFCP
661
Twin Focus Capital Partners
Massachusetts
$6.01M +$392K +6,291 +7%
RCM
662
Richardson Capital Management
Wisconsin
$5.97M -$35.3K -566 -0.6%
LGA
663
Lebenthal Global Advisors
New York
$5.93M +$3.02M +48,491 +104%
RG
664
Rathbones Group
United Kingdom
$5.92M -$37.7K -605 -0.6%
AWP
665
Avid Wealth Partners
Texas
$5.92M +$5.92M +95,002 New
PFA
666
Pure Financial Advisors
California
$5.91M +$5.3K +85 +0.1%
SL
667
Sentinus LLC
Illinois
$5.9M +$3.76M +48,238 +176%
BA
668
Bellwether Advisors
Nebraska
$5.9M +$22.2K +357 +0.4%
CB
669
Centennial Bank
Arkansas
$5.9M +$218K +3,505 +4%
BRWA
670
B. Riley Wealth Advisors
Florida
$5.89M -$524K -8,444 -8%
ES
671
ETF Store
Kansas
$5.88M -$732K -11,746 -11%
BFA
672
Bright Financial Advisors
Michigan
$5.87M +$178K +2,856 +3%
KPWG
673
KFA Private Wealth Group
Virginia
$5.86M -$165K -2,652 -3%
FPW
674
Flagship Private Wealth
Massachusetts
$5.8M +$494K +7,930 +9%
TCG
675
Transcendent Capital Group
Oklahoma
$5.78M +$312K +5,001 +6%
25 26
27
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