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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 %
WWA
776
WCG Wealth Advisors
Nevada
$4.37M +$1.49M +23,888 +52%
CAM
777
Creekmur Asset Management
Illinois
$4.36M +$334K +5,353 +8%
HH
778
Hilltop Holdings
Texas
$4.36M +$5.67K +91 +0.1%
MMA
779
Miracle Mile Advisors
California
$4.35M -$323K -5,180 -7%
Qube Research & Technologies (QRT)
780
Qube Research & Technologies (QRT)
United Kingdom
$4.33M +$2.58M +41,383 +148%
GFP
781
Gryphon Financial Partners
Ohio
$4.32M +$39.9K +641 +0.9%
VC
782
Vestor Capital
Illinois
$4.31M +$88.5K +1,420 +2%
RWA
783
River Wealth Advisors
Pennsylvania
$4.3M -$11.3K -182 -0.3%
BFWA
784
Benchmark Financial Wealth Advisors
Florida
$4.3M -$151K -2,425 -3%
SAF
785
Smith Anglin Financial
Texas
$4.3M +$17.6K +282 +0.4%
UBG
786
United Bank (Georgia)
Georgia
$4.29M +$32.6K +523 +0.8%
FFG
787
Foundry Financial Group
New Hampshire
$4.28M -$29.7K -476 -0.7%
UCB
788
United Community Bank
South Carolina
$4.28M -$100K -1,611 -2%
BSTWA
789
Blake Schutter Theil Wealth Advisors
Ohio
$4.25M +$4.25M +68,221 New
CG
790
Cynosure Group
Utah
$4.25M -$744K -11,937 -15%
HIA
791
HTG Investment Advisors
Connecticut
$4.24M +$243K +3,892 +6%
LWMNY
792
Landmark Wealth Management (New York)
New York
$4.24M +$4.24M +68,077 New
HIMC
793
Heritage Investors Management Corp
Maryland
$4.24M -$178K -2,856 -4%
BWCS
794
Beirne Wealth Consulting Services
Connecticut
$4.22M +$392K +6,292 +10%
WF
795
Welch & Forbes
Massachusetts
$4.22M +$245K +3,925 +6%
BB
796
Busey Bank
Illinois
$4.19M +$162K +2,600 +4%
CF
797
Convergence Financial
Missouri
$4.17M +$200K +3,212 +5%
LF
798
LifeSteps Financial
California
$4.17M -$44.3K -711 -1%
SIG
799
Sky Investment Group
Connecticut
$4.16M -$3.91M – –
PR
800
Payden & Rygel
California
$4.16M +$11.7K +187 +0.3%
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