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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 %
EFS
826
Econ Financial Services
Pennsylvania
$3.91M +$40.4K +648 +1%
SR
827
Syntax Research
Florida
$3.88M -$1.76M -28,284 -31%
PIA
828
Perennial Investment Advisors
California
$3.86M +$12.5K +200 +0.3%
BWG
829
Balanced Wealth Group
Ohio
$3.86M -$348K -5,588 -8%
PAM
830
Palisade Asset Management
Minnesota
$3.85M +$282K +4,520 +8%
GCA
831
Greenwood Capital Associates
South Carolina
$3.85M +$237K +3,810 +7%
SMWM
832
Silvia McColl Wealth Management
California
$3.85M +$2.58M +41,348 +202%
TC
833
TownSquare Capital
Utah
$3.84M +$391K +6,276 +11%
Neuberger Berman Group
834
Neuberger Berman Group
New York
$3.84M -$362K -5,802 -9%
BFG
835
Bleakley Financial Group
New Jersey
$3.83M +$32.8K +526 +0.9%
MCM
836
MidAtlantic Capital Management
Virginia
$3.83M +$189K +3,037 +5%
HNB
837
Hilltop National Bank
Wyoming
$3.81M +$554K +8,889 +17%
MSAM
838
Moloney Securities Asset Management
Missouri
$3.81M +$320K +5,142 +9%
EW
839
Element Wealth
Mississippi
$3.81M -$50.2K -806 -1%
HL
840
HeadInvest LLC
Maine
$3.8M -$81.6K -1,310 -2%
SAM
841
Smithbridge Asset Management
Pennsylvania
$3.79M -$148K -2,377 -4%
AWM
842
AE Wealth Management
Kansas
$3.77M -$29.7K -476 -0.8%
AM
843
AGF Management
Ontario, Canada
$3.76M -$12.5K -200 -0.3%
NP
844
Nilsine Partners
Colorado
$3.76M +$128K +2,050 +4%
AIM
845
Alhambra Investment Management
Florida
$3.75M +$618K +9,923 +20%
KIG
846
Kowal Investment Group
Wisconsin
$3.73M -$277K -4,446 -7%
PRWA
847
Platte River Wealth Advisors
Colorado
$3.72M -$186K -2,980 -5%
KWM
848
Kaydan Wealth Management
Michigan
$3.71M +$75.5K +1,211 +2%
HIA
849
Harbor Investment Advisory
Maryland
$3.7M +$363K +5,831 +11%
JIC
850
Joel Isaacson & Co
New York
$3.68M -$302K -4,848 -8%
32 33
34
35 36