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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 %
LWM
901
Lyell Wealth Management
California
$3.04M -$129K -2,065 -4%
E
902
ETFidea
New York
$3.02M +$39.6K +635 +1%
IC
903
IEQ Capital
California
$3.02M -$33.9K -544 -1%
AFG
904
Allegheny Financial Group
Pennsylvania
$3.02M +$86.6K +1,390 +3%
3F
905
360 Financial
Minnesota
$3.01M +$54.2K +869 +2%
GPI
906
General Partner Inc
Pennsylvania
$3.01M – – –
TFA
907
Trinity Financial Advisors
Ohio
$2.98M -$606K -18,082 -17%
TAM
908
Townsend Asset Management
North Carolina
$2.95M -$37.3K -599 -1%
SFG
909
SevenBridge Financial Group
Pennsylvania
$2.95M -$44.8K -673 -1%
PG
910
Patten Group
Tennessee
$2.95M +$13.8K +221 +0.5%
FG
911
Fairman Group
Pennsylvania
$2.91M +$64.9K +1,041 +2%
CA
912
Continuum Advisory
Idaho
$2.91M -$109K -1,674 -4%
BMM
913
Buffington Mohr McNeal
Idaho
$2.89M -$23.4K -375 -0.8%
BWM
914
Birchcreek Wealth Management
Ohio
$2.89M +$61.3K +983 +2%
UBS AM
915
UBS AM
Illinois
$2.89M +$2.89M +46,294 New
MW
916
Marcum Wealth
Ohio
$2.88M +$1.01M +16,159 +54%
Koshinski Asset Management
917
Koshinski Asset Management
Illinois
$2.88M +$9.6K +154 +0.3%
FCA
918
FLC Capital Advisors
California
$2.87M -$37.2K -597 -1%
CGPCS
919
Capital Group Private Client Services
California
$2.87M -$17K -273 -0.6%
MWA
920
Merkkuri Wealth Advisors
New York
$2.86M +$240K +3,853 +9%
SWM
921
SigFig Wealth Management
California
$2.84M -$49.4K -793 -2%
ATWA
922
Arbor Trust Wealth Advisors
Michigan
$2.81M – – –
AF
923
Apexium Financial
Texas
$2.77M -$46.5K -746 -2%
SGK
924
Steigerwald Gordon & Koch
Virginia
$2.77M +$30.6K +491 +1%
HSWS
925
Higgins & Schmidt Wealth Strategies
Colorado
$2.76M -$3.24K -52 -0.1%
35 36
37
38 39