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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 %
WCFA
801
Walkner Condon Financial Advisors
Wisconsin
$4.16M +$1.72M +27,554 +70%
BCG
802
Breakwater Capital Group
New Jersey
$4.16M +$204K +3,280 +5%
MWP
803
Moller Wealth Partners
$4.15M – – –
SWA
804
SOA Wealth Advisors
New York
$4.14M +$62 +1 +0%
VFP
805
Verus Financial Partners
Virginia
$4.13M +$13.6K +220 +0.3%
CBT
806
Central Bank & Trust
Kentucky
$4.13M -$46.7K -749 -1%
JE
807
JMAC Enterprises
Pennsylvania
$4.12M +$803K +12,890 +24%
NDSI
808
Newman Dignan & Sheerar Inc
Rhode Island
$4.12M +$111K +1,769 +3%
RFN
809
RDA Financial Network
Iowa
$4.12M +$452K +7,245 +12%
NB
810
NBT Bank
New York
$4.1M -$185K -2,970 -4%
AL
811
Aspiriant LLC
California
$4.09M -$364K -5,845 -8%
CA
812
Cambridge Associates
Massachusetts
$4.09M +$4.09M +65,691 New
PGWM
813
Parisi Gray Wealth Management
New Jersey
$4.08M +$58.8K +943 +1%
WJA
814
Willis Johnson & Associates
Texas
$4.08M +$18.8K +301 +0.5%
LNWTC
815
Laird Norton Wetherby Trust Company
Washington
$4.04M +$4.04M +64,825 New
CAM
816
Cozad Asset Management
Illinois
$4.04M +$258K +4,145 +7%
NOI
817
Newton One Investments
Delaware
$4.02M +$178K +2,851 +5%
KI
818
Keystone Investors
Singapore
$4M +$4M +64,240 New
FPAS
819
Focus Partners Advisor Solutions
Missouri
$4M -$24.7K -397 -0.6%
AFS
820
Annapolis Financial Services
Maryland
$3.99M – – –
CC
821
Callan Capital
California
$3.98M -$83.3K -1,336 -2%
AFA
822
AA Financial Advisors
Ohio
$3.98M +$296K +4,751 +8%
OP
823
ORG Partners
Indiana
$3.94M +$1.69M +27,094 +75%
TCA
824
Transcend Capital Advisors
New Jersey
$3.94M +$23.8K +382 +0.6%
SI
825
Stephens Inc
Arkansas
$3.92M +$311K +4,996 +9%
31 32
33
34 35