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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 %
PWM
976
Prosperity Wealth Management
California
$2.11M +$591K +10,092 +39%
OP
977
ORG Partners
Indiana
$2.1M +$2.1M +36,191 New
NA
978
Navellier & Associates
Nevada
$2.1M – – –
TSW
979
Three Seasons Wealth
Utah
$2.09M – – –
NAG
980
Northstar Advisory Group
New Jersey
$2.09M -$1.52M -26,040 -42%
GAM
981
Gotham Asset Management
New York
$2.08M +$1.26M +21,529 +154%
AIA
982
Arcadia Investment Advisors
Idaho
$2.07M -$7.73K -132 -0.4%
BFEC
983
Benjamin F. Edwards & Company
Missouri
$2.07M -$4.92K -84 -0.2%
KBFS
984
Kohmann Bosshard Financial Services
Ohio
$2.06M -$24.1K -411 -1%
WTB
985
Washington Trust Bank
Washington
$2.06M -$51.8K -885 -2%
SCA
986
St. Clair Advisors
Ohio
$2.06M +$1.35K +23 +0.1%
ACIM
987
Azimuth Capital Investment Management
Michigan
$2.06M -$14.6K -250 -0.7%
KTA
988
Keeley-Teton Advisors
Illinois
$2.04M +$220K +3,753 +12%
RWP
989
Revolve Wealth Partners
New Jersey
$2.04M -$56.7K -969 -3%
EWA
990
EverSource Wealth Advisors
Alabama
$2.02M +$157K +2,532 +8%
UBV
991
United Bank (Virginia)
Virginia
$2.02M -$8.31K -142 -0.4%
WDL
992
Well Done LLC
Michigan
$2.01M -$20.9K -357 -1%
SAS
993
Stelac Advisory Services
New York
$2.01M +$30.6K +523 +2%
FCA
994
FinTrust Capital Advisors
South Carolina
$2.01M -$90.5K -1,547 -4%
CFO
995
Colony Family Offices
North Carolina
$1.99M -$54.4K -930 -3%
PTC
996
Philadelphia Trust Company
Pennsylvania
$1.98M – – –
RWIA
997
Roger Wittlin Investment Advisory
California
$1.97M -$369K -6,305 -16%
MTIC
998
Missouri Trust & Investment Company
Missouri
$1.96M +$7.61K +130 +0.4%
IAG
999
Investment Advisory Group
Massachusetts
$1.95M +$580K +9,911 +42%
BAAM
1000
Baker Avenue Asset Management
California
$1.95M +$136K +2,320 +7%
38 39
40
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