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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 %
ACM
726
Armbruster Capital Management
New York
$5.07M -$1.6M -25,641 -24%
MFG
727
Merit Financial Group
Georgia
$5.06M +$1.89M +30,329 +60%
PCM
728
Perritt Capital Management
Illinois
$5.06M -$24.7K -397 -0.5%
FNBOO
729
First National Bank of Omaha
Nebraska
$5.01M -$159K -2,555 -3%
SCG
730
Sonata Capital Group
Washington
$5.01M +$35.8K +575 +0.7%
CAGAS
731
Capital Advisory Group Advisory Services
Minnesota
$5M -$160K -2,570 -3%
MCA
732
MSH Capital Advisors
Arizona
$4.97M -$80.6K -1,293 -2%
SSA
733
Schonfeld Strategic Advisors
New York
$4.96M -$693K -11,127 -12%
WFA
734
Wellspring Financial Advisors
Ohio
$4.94M +$706K +213,087 +17%
VVP
735
Venture Visionary Partners
Ohio
$4.92M -$8.04K -129 -0.2%
CFS
736
CGC Financial Services
Oregon
$4.91M +$682K +10,938 +16%
GF
737
Gries Financial
Ohio
$4.91M -$128K -2,053 -3%
BTWM
738
Brass Tax Wealth Management
Ohio
$4.91M +$3.47M +55,630 +241%
SFMG
739
Sage Financial Management Group
Virginia
$4.9M +$4.9M +78,609 New
CFS
740
CRA Financial Services
New Jersey
$4.89M -$72.4K -1,161 -1%
PPWM
741
PFG Private Wealth Management
Florida
$4.87M +$150K +2,402 +3%
JSSH
742
J. Safra Sarasin Holding
$4.87M +$4.87M +78,160 New
EG
743
Ellerson Group
Maryland
$4.87M -$15.6K -251 -0.3%
PMG
744
ProVise Management Group
Florida
$4.85M -$242K -3,885 -5%
SIM
745
Seaview Investment Managers
Florida
$4.83M -$299K -4,800 -6%
AWA
746
Arete Wealth Advisors
Illinois
$4.82M -$517K -8,307 -10%
B
747
Birchbrook
Maine
$4.81M +$4.54M +72,854 +1,669%
CT
748
Colonial Trust
South Carolina
$4.81M +$184K +2,948 +4%
CFO
749
CVA Family Office
Colorado
$4.79M -$4.67K -75 -0.1%
MCC
750
Money Concepts Capital
Florida
$4.79M +$84.4K +1,354 +2%
28 29
30
31 32