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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 %
CTFG
976
Capstone Triton Financial Group
Oklahoma
$2.42M -$3.43K -55 -0.1%
CIC
977
Carnegie Investment Counsel
Ohio
$2.41M -$92.9K -1,490 -4%
MTIC
978
Missouri Trust & Investment Company
Missouri
$2.4M +$318K +5,100 +15%
BA
979
Ballew Advisors
Mississippi
$2.38M +$104K +1,664 +5%
LFP
980
Lakeshore Financial Planning
Michigan
$2.37M – – –
MWM
981
MY Wealth Management
Maryland
$2.37M -$60.5K -970 -2%
KTA
982
Keeley-Teton Advisors
Illinois
$2.35M +$180K +2,886 +8%
FWP
983
FAS Wealth Partners
Kansas
$2.35M +$668K +10,722 +40%
G
984
Gainplan
Michigan
$2.35M +$30.3K +518 +1%
BEI
985
Benjamin Edwards Inc
Missouri
$2.34M +$2.34M +37,615 New
CFO
986
Colony Family Offices
North Carolina
$2.34M +$223K +3,573 +11%
EW
987
Enzi Wealth
Texas
$2.34M -$1.59K -25 -0.1%
KWA
988
Kingswood Wealth Advisors
California
$2.34M +$533K +8,550 +30%
CSIC
989
Clifford Swan Investment Counsel
California
$2.31M – – –
SAS
990
Stelac Advisory Services
New York
$2.31M +$171K +2,737 +8%
State of Wisconsin Investment Board
991
State of Wisconsin Investment Board
Wisconsin
$2.3M +$1.38M +22,200 +150%
GFG
992
Greystone Financial Group
Michigan
$2.3M +$1.33M +21,367 +137%
EWA
993
EverSource Wealth Advisors
Alabama
$2.3M +$262K +4,207 +13%
CW
994
CIC Wealth
Maryland
$2.3M +$1.18K +19 +0.1%
LIM
995
Letson Investment Management
Georgia
$2.29M – – –
BAAM
996
Baker Avenue Asset Management
California
$2.29M +$211K +3,386 +10%
OC
997
Opinicus Capital
Florida
$2.29M +$21.8K +349 +1%
GAM
998
Gotham Asset Management
New York
$2.28M +$68.6K +1,101 +3%
ASW
999
Astoria Strategic Wealth
Texas
$2.28M -$99.2K -1,592 -4%
AF
1000
Amara Financial
California
$2.27M +$2.27M +36,491 New
38 39
40
41 42