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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 %
BWM
901
Birchcreek Wealth Management
Ohio
$2.65M +$7.67K +131 +0.3%
AF
902
Apexium Financial
Texas
$2.65M -$585 -10 -0%
NCM
903
Next Capital Management
New York
$2.62M +$3.63K +62 +0.1%
SFG
904
SevenBridge Financial Group
Pennsylvania
$2.61M +$521 +9 +0%
PPWP
905
Premier Path Wealth Partners
New Jersey
$2.61M -$141K -2,414 -5%
CPC
906
Consolidated Planning Corp
Georgia
$2.6M +$188K +3,212 +8%
HSWS
907
Higgins & Schmidt Wealth Strategies
Colorado
$2.6M -$7.08K -121 -0.3%
GWS
908
Glassman Wealth Services
Virginia
$2.59M +$1.81K +31 +0.1%
PWG
909
Private Wealth Group
Florida
$2.59M – – –
SGK
910
Steigerwald Gordon & Koch
Virginia
$2.57M +$77.2K +1,320 +3%
MCM
911
Maple Capital Management
Vermont
$2.54M +$446K +7,617 +21%
VIM
912
Vista Investment Management
Pennsylvania
$2.51M -$10.6K -181 -0.4%
EFL
913
ERn Financial LLC
Wisconsin
$2.51M -$19.3K -330 -0.8%
WCWM
914
Willow Creek Wealth Management
California
$2.49M +$37.6K +643 +2%
WAM
915
Weinberger Asset Management
California
$2.48M -$4.39K -75 -0.2%
NPFS
916
Novak & Powell Financial Services
Florida
$2.48M +$713K +12,178 +40%
BFW
917
Brady Family Wealth
Missouri
$2.47M -$11.8K -202 -0.5%
DFA
918
Delta Financial Advisors
Louisiana
$2.47M -$19.8K -339 -0.8%
MWA
919
Merkkuri Wealth Advisors
New York
$2.46M +$2.46M +42,112 New
IF
920
Intrua Financial
Texas
$2.46M -$212K -3,621 -8%
WCFA
921
Walkner Condon Financial Advisors
Wisconsin
$2.45M -$211K -3,376 -8%
PPC
922
Park Place Capital
Alabama
$2.43M -$615K -10,515 -20%
EFG
923
Embree Financial Group
Illinois
$2.43M -$536K -9,152 -18%
Tudor Investment Corp
924
Tudor Investment Corp
Connecticut
$2.42M +$2.13M +36,336 +727%
PCA
925
Providence Capital Advisors
North Carolina
$2.41M +$33.5K +572 +1%
35 36
37
38 39