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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,436 hedge funds and large institutions have $77.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 1,087 increasing their positions, 740 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+154
Holders Change %
+6.75%
% of All Funds
32.42%
Holding in Top 10
387
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+10.57%
% of All Funds
5.15%
New
282
Increased
1,087
Reduced
740
Closed
81
Calls
$43.3M
Puts
$4.04M
Net Calls
+$39.2M
Net Calls Change
-$8.04M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$401M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$263M
4
SV
Starboard Value
New York
+$247M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$235M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$258M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$162M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$120M
4
IAIM
International Assets Investment Management
Florida
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBP
751
Union Bancaire Privee
Switzerland
$5.3M +$5.3M +85,295 New
SS
752
Sound Stewardship
Kansas
$5.3M -$62K -995 -1%
CF
753
Convergence Financial
Missouri
$5.28M +$1.11M +17,762 +27%
LPT
754
Legacy Private Trust
Wisconsin
$5.28M -$54K -867 -1%
PFG
755
Pacific Financial Group
Washington
$5.26M -$98.7K -1,584 -2%
GSB
756
Greenfield Savings Bank
Massachusetts
$5.25M +$95.6K +1,534 +2%
MWA
757
Muirfield Wealth Advisors
North Carolina
$5.23M -$71.2K -1,143 -1%
GA
758
Goldstein Advisors
Wisconsin
$5.21M +$24.1K +387 +0.5%
ACM
759
Armbruster Capital Management
New York
$5.21M +$145K +2,335 +3%
FGWP
760
Founders Grove Wealth Partners
Virginia
$5.2M +$5.2M +83,447 New
ST
761
Sabal Trust
Florida
$5.14M -$425K -6,828 -8%
CWM
762
Castle Wealth Management
Florida
$5.13M -$108K -1,730 -2%
TCOTS
763
Trust Company of the South
North Carolina
$5.13M – – –
JE
764
JMAC Enterprises
Pennsylvania
$5.1M +$985K +15,802 +24%
CT
765
Colonial Trust
South Carolina
$5.09M +$288K +4,616 +6%
PCM
766
Perritt Capital Management
Illinois
$5.09M +$30.5K +489 +0.6%
R
767
Rebalance
California
$5.07M -$113K -1,811 -2%
SAM
768
Securian Asset Management
Minnesota
$5.07M -$81K -1,300 -2%
OSAM
769
O'Shaughnessy Asset Management
Connecticut
$5.07M +$2.95M +47,384 +139%
BCM
770
Brookstone Capital Management
Illinois
$5.07M +$446K +7,158 +10%
SCG
771
Sonata Capital Group
Washington
$5.01M – – –
LFG
772
Leverty Financial Group
Wisconsin
$4.98M -$87.2K -1,400 -2%
VVP
773
Venture Visionary Partners
Ohio
$4.98M +$58.3K +936 +1%
MCC
774
Money Concepts Capital
Florida
$4.97M +$186K +2,978 +4%
WFA
775
Wellspring Financial Advisors
Ohio
$4.96M +$40.5K +12,267 +0.8%
29 30
31
32 33