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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 %
AL
751
Aspiriant LLC
California
$4.19M -$772K -13,199 -16%
BFWA
752
Benchmark Financial Wealth Advisors
Florida
$4.18M -$123K -2,104 -3%
HIMC
753
Heritage Investors Management Corp
Maryland
$4.15M -$18.1K -310 -0.4%
NL
754
NEPC LLC
Massachusetts
$4.14M -$102K -1,738 -2%
AWMG
755
Alliance Wealth Management Group
New Jersey
$4.13M +$229K +3,911 +6%
UCB
756
United Community Bank
South Carolina
$4.11M -$265K -4,524 -6%
BJL
757
Brighton Jones LLC
Washington
$4.1M +$205K +3,499 +5%
ECM
758
Evergreen Capital Management
Washington
$4.09M +$538K +9,197 +15%
HH
759
Hilltop Holdings
Texas
$4.08M -$98.3K -1,680 -2%
FFG
760
Foundry Financial Group
New Hampshire
$4.05M +$100K +1,708 +3%
RWA
761
River Wealth Advisors
Pennsylvania
$4.05M -$102K -1,750 -2%
NB
762
NBT Bank
New York
$4.03M +$58.6K +1,002 +1%
GFP
763
Gryphon Financial Partners
Ohio
$4.02M +$239K +4,085 +6%
SAF
764
Smith Anglin Financial
Texas
$4.02M -$308K -5,267 -7%
UBG
765
United Bank (Georgia)
Georgia
$3.99M +$8.66K +148 +0.2%
CFS
766
CGC Financial Services
Oregon
$3.97M +$3.97M +67,835 +96,907%
VC
767
Vestor Capital
Illinois
$3.97M -$123K -2,106 -3%
LF
768
LifeSteps Financial
California
$3.96M -$493K -8,431 -11%
Neuberger Berman Group
769
Neuberger Berman Group
New York
$3.94M +$303K +5,170 +8%
Squarepoint
770
Squarepoint
New York
$3.93M +$3.93M +67,171 New
CBT
771
Central Bank & Trust
Kentucky
$3.92M +$169K +2,888 +5%
BWG
772
Balanced Wealth Group
Ohio
$3.91M -$1.53M -26,420 -28%
SIG
773
Sky Investment Group
Connecticut
$3.91M -$3.97M – –
VFP
774
Verus Financial Partners
Virginia
$3.9M -$136K -2,317 -3%
MWP
775
Moller Wealth Partners
$3.9M – – –
29 30
31
32 33