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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 %
PRIG
776
Payden & Rygel Investment Group
California
$3.9M -$5.4M -92,276 -58%
PR
777
Payden & Rygel
California
$3.9M -$5.4M -92,276 -58%
SWA
778
SOA Wealth Advisors
New York
$3.88M -$624K -10,661 -14%
GLA
779
Good Life Advisors
Pennsylvania
$3.86M -$204K -3,485 -5%
HWA
780
Heritage Wealth Advisors
Virginia
$3.84M +$3.7M +37,748 +2,649%
CC
781
Callan Capital
California
$3.81M +$3.81M +65,165 New
WJA
782
Willis Johnson & Associates
Texas
$3.81M +$241K +4,117 +7%
BB
783
Busey Bank
Illinois
$3.79M +$42.9K +733 +1%
CAM
784
Creekmur Asset Management
Illinois
$3.78M +$294K +5,022 +8%
FPAS
785
Focus Partners Advisor Solutions
Missouri
$3.78M -$603K -10,302 -14%
PGWM
786
Parisi Gray Wealth Management
New Jersey
$3.78M +$32K +546 +0.9%
KIG
787
Kowal Investment Group
Wisconsin
$3.76M +$80.2K +1,371 +2%
HIA
788
HTG Investment Advisors
Connecticut
$3.76M +$162K +2,762 +4%
AFS
789
Annapolis Financial Services
Maryland
$3.74M -$103K -1,760 -3%
JIC
790
Joel Isaacson & Co
New York
$3.74M +$55.9K +956 +2%
NDSI
791
Newman Dignan & Sheerar Inc
Rhode Island
$3.74M -$17.7K -303 -0.5%
CF
792
Convergence Financial
Missouri
$3.73M +$1.05M +17,887 +39%
BCG
793
Breakwater Capital Group
New Jersey
$3.71M +$38K +650 +1%
WF
794
Welch & Forbes
Massachusetts
$3.71M -$71.8K -1,235 -2%
SAM
795
Smithbridge Asset Management
Pennsylvania
$3.69M -$167K -2,854 -4%
TCA
796
Transcend Capital Advisors
New Jersey
$3.67M +$2.3M +39,311 +167%
PRWA
797
Platte River Wealth Advisors
Colorado
$3.67M +$17.6K +300 +0.5%
HL
798
HeadInvest LLC
Maine
$3.65M -$76.1K -1,300 -2%
EFS
799
Econ Financial Services
Pennsylvania
$3.63M -$3.32M -56,665 -48%
EW
800
Element Wealth
Mississippi
$3.62M -$335K -5,728 -8%
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