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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.

Holders
2,282
Holders Change
+81
Holders Change %
+3.68%
% of All Funds
33.02%
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
1
Raymond James & Associates
Florida
$1.71B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.67B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.58B
4
UBS Group
4
UBS Group
Switzerland
$1.54B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.6B

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$460K
2
SFC
2
Strategic Financial Concepts
Texas
$4.49M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$389M
4
HNB
4
Huntington National Bank
Ohio
$258M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Connecticut Wealth Management
Connecticut
$121M +$5.2M +83,489 +4%
FT
77
Fiduciary Trust
Massachusetts
$115M +$2.68M +42,954 +2%
CWM
78
Cahaba Wealth Management
Georgia
$113M +$2.86M +45,966 +3%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$113M +$3.19M +51,201 +3%
WT
80
Whittier Trust
California
$107M +$2.28M +36,610 +2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$104M +$8.62M +138,351 +9%
BPWM
82
Badgley Phelps Wealth Managers
Washington
$99.2M +$739K +11,860 +0.8%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$98.7M +$7.08M +113,532 +8%
AIM
84
Acropolis Investment Management
Missouri
$98.4M +$83.2K +1,335 +0.1%
LW
85
Linscomb Wealth
Texas
$96.9M -$2.6M -41,702 -3%
SPIA
86
Steward Partners Investment Advisory
New York
$95.7M +$3.63M +58,187 +4%
FMII
87
Farmers & Merchants Investments Inc
Nebraska
$95.3M +$1.5M +24,078 +2%
Fidelity International
88
Fidelity International
Bermuda
$95.2M -$3.46M -55,517 -4%
Bessemer Group
89
Bessemer Group
New Jersey
$90.9M -$7.62M -122,280 -8%
LFS
90
Lutz Financial Services
Nebraska
$90.2M +$792K +12,701 +0.9%
KAS
91
Kestra Advisory Services
Texas
$90.1M -$1.92M -30,805 -2%
FIB
92
First Interstate Bank
Montana
$89.9M +$1.94M +31,071 +2%
State Street
93
State Street
Massachusetts
$88.2M -$2.73M -43,800 -3%
LWMT
94
Legacy Wealth Management (Tennessee)
Tennessee
$87.8M -$1.85M -29,619 -2%
M&T Bank
95
M&T Bank
New York
$86.1M -$2.2M -35,322 -2%
KA
96
Klingman & Associates
New York
$84.7M +$3.22M +51,614 +4%
BFPW
97
BOK Financial Private Wealth
Colorado
$82.8M -$908K -14,562 -1%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$82.3M +$82.3M +1,320,477 New
FSC
99
Full Sail Capital
Oklahoma
$80.6M -$322K -5,173 -0.4%
LF
100
Lee Financial
Texas
$80M +$4M +64,152 +5%
2 3
4
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