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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 %
FPW
801
Fairvoy Private Wealth
Alabama
$4.56M +$4.56M +73,203 New
SFP
802
Sterling Financial Planning
New Jersey
$4.53M +$40.1K +643 +0.9%
GFP
803
Gryphon Financial Partners
Ohio
$4.51M +$189K +3,030 +4%
AWM
804
Aprio Wealth Management
Georgia
$4.51M +$46.6K +748 +1%
SCM
805
Sebold Capital Management
Illinois
$4.47M -$7.48K -120 -0.2%
AWM
806
Accurate Wealth Management
Florida
$4.45M +$920K +14,872 +26%
BB
807
Busey Bank
Illinois
$4.45M +$252K +4,050 +6%
SWP
808
Summit Wealth Partners
Florida
$4.44M -$181K -2,906 -4%
GDP
809
Great Diamond Partners
Maine
$4.44M +$19.4K +312 +0.4%
UBG
810
United Bank (Georgia)
Georgia
$4.43M +$142K +2,282 +3%
FPCG
811
Forum Private Client Group
Indiana
$4.41M -$101K -1,626 -2%
DQRIM
812
Dale Q Rice Investment Management
Washington
$4.41M +$4.41M +70,700 New
HNB
813
Hilltop National Bank
Wyoming
$4.41M +$597K +9,576 +16%
FPAS
814
Focus Partners Advisor Solutions
Missouri
$4.4M +$397K +6,366 +10%
RF
815
Rossby Financial
Florida
$4.38M +$4.38M +70,281 New
PMG
816
ProVise Management Group
Florida
$4.38M -$472K -7,577 -10%
VC
817
Vestor Capital
Illinois
$4.37M +$60.7K +974 +1%
SAF
818
Smith Anglin Financial
Texas
$4.32M +$22.9K +367 +0.5%
HIMC
819
Heritage Investors Management Corp
Maryland
$4.31M +$73.9K +1,186 +2%
MWM
820
Maridea Wealth Management
New York
$4.3M +$4.3M +69,012 New
FFG
821
Foundry Financial Group
New Hampshire
$4.28M -$2.06K -33 -0%
BSTWA
822
Blake Schutter Theil Wealth Advisors
Ohio
$4.27M +$22.9K +367 +0.5%
UCB
823
United Community Bank
South Carolina
$4.27M -$8.72K -140 -0.2%
RWA
824
River Wealth Advisors
Pennsylvania
$4.27M -$33.6K -539 -0.8%
BWCS
825
Beirne Wealth Consulting Services
Connecticut
$4.26M +$33.2K +532 +0.8%
31 32
33
34 35