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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 %
CTC
676
Central Trust Company
Missouri
$5.05M -$1.17M -20,001 -19%
LIA
677
LBMC Investment Advisors
Tennessee
$5.05M -$1.2M -20,429 -19%
UWM
678
USAdvisors Wealth Management
Minnesota
$5.04M -$324K -5,530 -6%
LPT
679
Legacy Private Trust
Wisconsin
$5.03M -$36.9K -631 -0.7%
AWA
680
Arete Wealth Advisors
Illinois
$5.01M +$75.9K +1,297 +2%
R
681
Rebalance
California
$5M +$24.6K +421 +0.5%
FPW
682
Flagship Private Wealth
Massachusetts
$4.98M +$388K +6,636 +8%
GA
683
Goldstein Advisors
Wisconsin
$4.96M +$130K +2,218 +3%
SS
684
Sound Stewardship
Kansas
$4.93M +$47.5K +812 +1%
MWA
685
Muirfield Wealth Advisors
North Carolina
$4.93M -$79K -1,350 -2%
BWP
686
BSW Wealth Partners
Colorado
$4.93M -$5.06M -86,407 -51%
ST
687
Sabal Trust
Florida
$4.91M +$257K +4,390 +6%
AFO
688
Arrowroot Family Office
California
$4.9M +$357K +6,109 +8%
CW
689
CreativeOne Wealth
Kansas
$4.9M -$322K -5,503 -6%
CWM
690
Cornerstone Wealth Management
Missouri
$4.89M +$52.1K +890 +1%
OWM
691
Opes Wealth Management
California
$4.89M -$267K -4,570 -5%
GWM
692
GSB Wealth Management
Connecticut
$4.88M +$311K +5,319 +7%
LFG
693
Leverty Financial Group
Wisconsin
$4.87M +$9.95K +170 +0.2%
FNBOO
694
First National Bank of Omaha
Nebraska
$4.85M +$257K +4,395 +6%
CAGAS
695
Capital Advisory Group Advisory Services
Minnesota
$4.84M -$45.4K -775 -0.9%
SIM
696
Seaview Investment Managers
Florida
$4.81M +$270K +4,616 +6%
HCM
697
Hengehold Capital Management
Ohio
$4.8M +$171K +2,914 +4%
CWM
698
Castle Wealth Management
Florida
$4.79M +$88.2K +1,507 +2%
PMG
699
ProVise Management Group
Florida
$4.78M -$816K -13,948 -15%
TCOTS
700
Trust Company of the South
North Carolina
$4.78M – – –
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