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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 %
PWG
926
Private Wealth Group
Florida
$2.76M – – –
CIR
927
Clear Investment Research
Georgia
$2.76M -$2.81M -45,064 -50%
HSA
928
HBK Sorce Advisory
Pennsylvania
$2.75M -$114K -1,830 -4%
BFO
929
Biltmore Family Office
North Carolina
$2.75M -$114K -1,836 -4%
WS
930
Wedbush Securities
California
$2.74M +$185K +2,962 +7%
MWM
931
Mission Wealth Management
California
$2.72M +$766K +12,286 +39%
SIAS
932
Summit Investment Advisory Services
Minnesota
$2.71M +$2.71M +43,417 New
KAS
933
KPP Advisory Services
Kentucky
$2.7M -$2.96M -47,427 -52%
EC
934
Estate Counselors
Wisconsin
$2.7M +$388K +6,229 +17%
NPFS
935
Novak & Powell Financial Services
Florida
$2.68M +$44.1K +708 +2%
PPWP
936
Premier Path Wealth Partners
New Jersey
$2.68M -$101K -1,622 -4%
DAS
937
Diversify Advisory Services
Utah
$2.67M +$174K +2,769 +7%
CPC
938
Congress Park Capital
New York
$2.67M +$117K +1,878 +5%
VIM
939
Vista Investment Management
Pennsylvania
$2.66M -$10.2K -163 -0.4%
DFA
940
Delta Financial Advisors
Louisiana
$2.65M +$28.5K +458 +1%
PCA
941
Providence Capital Advisors
North Carolina
$2.64M +$74K +1,187 +3%
EFL
942
ERn Financial LLC
Wisconsin
$2.64M -$26.4K -424 -1%
BFW
943
Brady Family Wealth
Missouri
$2.63M -$5.86K -94 -0.2%
MCM
944
Maple Capital Management
Vermont
$2.62M -$84.9K -1,362 -3%
PCMF
945
Private Capital Management (Florida)
Florida
$2.61M +$90.3K +1,449 +4%
EFG
946
Embree Financial Group
Illinois
$2.6M +$11.4K +183 +0.4%
SYBT
947
Stock Yards Bank & Trust
Kentucky
$2.6M +$92.2K +1,479 +4%
WAM
948
Weinberger Asset Management
California
$2.59M -$52.8K -847 -2%
IAS
949
Investment Advisory Services
Texas
$2.58M +$88.3K +1,417 +4%
NF
950
Nikulski Financial
Iowa
$2.57M +$2.43K +39 +0.1%
36 37
38
39 40