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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 %
FSG
876
Financial Strategies Group
Michigan
$3.32M -$6.02K -95 -0.2%
CA
877
Crumly & Associates
Illinois
$3.32M -$112K -1,798 -3%
SCM
878
Schnieders Capital Management
California
$3.3M +$2.89M +46,360 +704%
PPP
879
Private Portfolio Partners
New Jersey
$3.3M +$3.3M +52,942 New
GFWA
880
Grey Fox Wealth Advisors
Delaware
$3.3M +$174K +2,797 +6%
NEPWA
881
New England Private Wealth Advisors
Massachusetts
$3.29M +$344K +5,519 +12%
CNB
882
Camden National Bank
Maine
$3.29M -$284K -4,556 -8%
FWM
883
ForthRight Wealth Management
Georgia
$3.28M -$511K -8,195 -13%
KP
884
Keel Point
Alabama
$3.28M +$66.7K +1,071 +2%
ST
885
Sentinel Trust
Texas
$3.27M +$3.27M +52,495 New
TWG
886
The Wealth Group
Minnesota
$3.26M -$33.5K -538 -1%
BMCM
887
Bryn Mawr Capital Management
Pennsylvania
$3.21M +$182K +2,924 +6%
CB
888
Cadence Bank
Mississippi
$3.2M +$3.2M +51,410 New
WCM
889
Washburn Capital Management
Florida
$3.2M -$25.9K -415 -0.8%
CWM
890
C2C Wealth Management
Arizona
$3.18M +$20.4K +330 +0.6%
IAG
891
Investment Advisory Group
Massachusetts
$3.16M +$1.08M +17,373 +52%
CA
892
Claro Advisors
Massachusetts
$3.12M +$159K +2,550 +5%
MSWM
893
McGlone Suttner Wealth Management
Wisconsin
$3.12M +$2.34M +37,473 +296%
LNWWM
894
Laird Norton Wetherby Wealth Management
California
$3.11M -$221K -3,550 -7%
BRM
895
Boston Research & Management
Massachusetts
$3.1M +$13.3K +213 +0.4%
SB
896
Strategic Blueprint
Georgia
$3.06M -$74.9K -1,202 -2%
GHA
897
GW Henssler & Associates
Georgia
$3.05M +$190K +3,049 +7%
BC
898
Bowman & Company
Wisconsin
$3.05M -$5.92K -95 -0.2%
HWMT
899
Heritage Wealth Management (Texas)
Texas
$3.04M -$49.4K -792 -2%
BONH
900
Bank of New Hampshire
New Hampshire
$3.04M +$12.7K +203 +0.4%
34 35
36
37 38