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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 %
JCM
701
Jacobi Capital Management
Pennsylvania
$5.34M +$1.64M +26,256 +44%
GAA
702
Guardian Asset Advisors
Pennsylvania
$5.33M -$92.9K -1,491 -2%
CWA
703
Cascade Wealth Advisors
Washington
$5.33M +$413K +6,623 +8%
LPT
704
Legacy Private Trust
Wisconsin
$5.33M -$29.6K -475 -0.6%
TH
705
TCTC Holdings
Texas
$5.32M +$337K +5,403 +7%
CAG
706
Crestwood Advisors Group
Massachusetts
$5.32M -$71.2K -1,143 -1%
FTS
707
Fifth Third Securities
Ohio
$5.32M -$554K -8,891 -9%
GWM
708
GSB Wealth Management
Connecticut
$5.31M +$109K +1,757 +2%
MWA
709
Muirfield Wealth Advisors
North Carolina
$5.3M +$54.5K +874 +1%
DJYG
710
David J. Yvars Group
Florida
$5.3M -$501K -8,040 -9%
CWM
711
Cornerstone Wealth Management
Missouri
$5.29M +$84.3K +1,353 +2%
American Century Companies
712
American Century Companies
Missouri
$5.29M -$530K -8,500 -9%
BWP
713
BSW Wealth Partners
Colorado
$5.28M +$29.5K +473 +0.6%
HCM
714
Hengehold Capital Management
Ohio
$5.27M +$160K +2,575 +3%
FCP
715
Fidelis Capital Partners
Florida
$5.26M +$99.5K +1,595 +2%
AWA
716
Arkadios Wealth Advisors
Georgia
$5.25M +$247K +3,965 +5%
CWM
717
Castle Wealth Management
Florida
$5.24M +$140K +2,242 +3%
GA
718
Goldstein Advisors
Wisconsin
$5.19M -$90.4K -1,451 -2%
R
719
Rebalance
California
$5.19M -$139K -2,226 -3%
SAM
720
Securian Asset Management
Minnesota
$5.15M +$106K +1,700 +2%
GSB
721
Greenfield Savings Bank
Massachusetts
$5.15M +$143K +2,297 +3%
TCOTS
722
Trust Company of the South
North Carolina
$5.13M +$42.1K +675 +0.8%
PA
723
PFG Advisors
Arizona
$5.12M +$353K +5,668 +7%
UWM
724
USAdvisors Wealth Management
Minnesota
$5.12M -$250K -4,019 -5%
LFG
725
Leverty Financial Group
Wisconsin
$5.07M -$116K -1,863 -2%
27 28
29
30 31