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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 %
DPI
951
Diversified Portfolios Inc
Michigan
$2.56M -$265K -4,255 -9%
W
952
WorthPointe
California
$2.56M +$4.55K +73 +0.2%
CPP
953
Capasso Planning Partners
South Carolina
$2.55M +$158K +2,538 +7%
WCWM
954
Willow Creek Wealth Management
California
$2.54M -$104K -1,667 -4%
SAMC
955
Spectrum Asset Management (California)
California
$2.54M -$9.22K -148 -0.4%
SAM
956
Silvercrest Asset Management
New York
$2.53M +$266K +4,262 +12%
AWMNH
957
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.53M +$131K +2,106 +5%
CFFP
958
Center for Financial Planning
Michigan
$2.52M +$20.8K +333 +0.8%
GC
959
Gilbert & Cook
Iowa
$2.51M -$55.2K -886 -2%
B
960
Bensler
Washington
$2.51M +$6.11K +98 +0.2%
ABTD
961
Arvest Bank Trust Division
Oklahoma
$2.5M +$2.5M +40,140 New
Betterment LLC
962
Betterment LLC
New York
$2.49M +$89.9K +1,443 +4%
FIM
963
Fernwood Investment Management
Massachusetts
$2.48M -$813K -13,040 -25%
BFM
964
Broadview Financial Management
Wisconsin
$2.48M +$7.23K +116 +0.3%
OCM
965
Orion Capital Management
California
$2.48M -$420K -6,732 -14%
CAL
966
Capital Advisors Ltd
Ohio
$2.47M +$34.2K +549 +1%
FFO
967
Fortitude Family Office
Arizona
$2.47M -$12.2K -196 -0.5%
CPRC
968
Consolidated Portfolio Review Corp
New York
$2.45M +$49.7K +797 +2%
IF
969
Intrua Financial
Texas
$2.45M -$172K -2,754 -7%
KIA
970
KCM Investment Advisors
California
$2.45M -$54K -867 -2%
NFP
971
NorthLanding Financial Partners
New York
$2.45M +$8.85K +142 +0.4%
VCA
972
Verdence Capital Advisors
Maryland
$2.44M -$7.98K -128 -0.3%
CIAS
973
CBIZ Investment Advisory Services
Ohio
$2.44M +$387K +6,209 +19%
1IA
974
1834 Investment Advisors
Wisconsin
$2.43M +$34.6K +555 +1%
GAM
975
GEM Asset Management
Michigan
$2.43M -$19.7K -318 -0.8%
37 38
39
40 41