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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 %
PIA
801
Perennial Investment Advisors
California
$3.62M +$202K +3,447 +6%
NOI
802
Newton One Investments
Delaware
$3.61M -$22.6K -386 -0.6%
BWCS
803
Beirne Wealth Consulting Services
Connecticut
$3.6M +$122K +2,087 +4%
WGCA
804
Wolf Group Capital Advisors
Virginia
$3.57M +$3.11M +53,090 +671%
AWM
805
AE Wealth Management
Kansas
$3.57M -$1.86M -31,855 -34%
BFG
806
Bleakley Financial Group
New Jersey
$3.57M +$172K +2,937 +5%
FWM
807
ForthRight Wealth Management
Georgia
$3.56M -$142K -2,435 -4%
WIA
808
Wetzel Investment Advisors
Indiana
$3.56M -$789 -13 -0%
CAM
809
Cozad Asset Management
Illinois
$3.55M +$181K +3,101 +5%
AM
810
AGF Management
Ontario, Canada
$3.54M -$929K -15,875 -21%
CV
811
Counterweight Ventures
North Carolina
$3.51M +$10.1K +172 +0.3%
MSWM
812
McGlone Suttner Wealth Management
Wisconsin
$3.5M -$13.2M -47,490 -79%
FTC
813
Farmers Trust Company
Ohio
$3.49M – – –
PWM
814
Partnership Wealth Management
Maryland
$3.48M -$661K -11,302 -16%
JCM
815
Jacobi Capital Management
Pennsylvania
$3.48M +$1.15M +19,649 +49%
SA
816
SpiderRock Advisors
Delaware
$3.47M +$13.5K +231 +0.4%
AFA
817
AA Financial Advisors
Ohio
$3.46M +$324K +5,531 +10%
WP
818
Wealthspan Partners
Iowa
$3.45M -$61K -1,043 -2%
RFN
819
RDA Financial Network
Iowa
$3.44M -$293 -5 -0%
JIP
820
Jaffetilchin Investment Partners
Florida
$3.43M -$11.5K -197 -0.3%
MCM
821
MidAtlantic Capital Management
Virginia
$3.41M +$9.42K +161 +0.3%
BFS
822
Bradley Foster & Sargent
Connecticut
$3.41M +$85.4K +1,460 +3%
NP
823
Nilsine Partners
Colorado
$3.41M -$9.66K -165 -0.3%
KWM
824
Kaydan Wealth Management
Michigan
$3.41M +$240K +4,093 +8%
ACM
825
AUA Capital Management
Pennsylvania
$3.41M – – –
31 32
33
34 35