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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 %
CNBT
1001
Canandaigua National Bank & Trust
New York
$2.27M +$2.27M +36,449 New
QCM
1002
QRG Capital Management
Illinois
$2.27M +$820K +13,151 +57%
FB
1003
Fulton Bank
Pennsylvania
$2.26M +$292K +4,691 +15%
WTB
1004
Washington Trust Bank
Washington
$2.26M +$62.3K +1,000 +3%
CMAI
1005
Capital Management Associates Inc
Minnesota
$2.26M +$2.18K +35 +0.1%
CI
1006
Cambiar Investors
Colorado
$2.25M -$725K -11,627 -24%
WDL
1007
Well Done LLC
Michigan
$2.25M +$108K +1,728 +5%
AF
1008
Apollon Financial
South Carolina
$2.25M +$1.34M +21,423 +146%
CBT
1009
CoreFirst Bank & Trust
Kansas
$2.24M +$228K +3,660 +11%
RWM
1010
Rockwood Wealth Management
Pennsylvania
$2.24M +$187K +3,008 +9%
HNWAG
1011
High Net Worth Advisory Group
Florida
$2.24M -$23.4K -375 -1%
WWC
1012
Waypoint Wealth Counsel
Georgia
$2.23M +$249K +4,002 +13%
TWC
1013
TD Waterhouse Canada
Ontario, Canada
$2.23M +$235K +3,801 +12%
RT
1014
Rockland Trust
Massachusetts
$2.22M -$110K -1,766 -5%
KBFS
1015
Kohmann Bosshard Financial Services
Ohio
$2.2M – – –
IA
1016
Insight Advisors
Pennsylvania
$2.19M +$1.55M +24,824 +240%
CCA
1017
Carrera Capital Advisors
Michigan
$2.19M +$172K +2,753 +9%
BA
1018
Bridge Advisory
California
$2.17M -$122K -1,960 -5%
AIA
1019
Arcadia Investment Advisors
Idaho
$2.17M -$37.8K -606 -2%
OSAM
1020
O'Shaughnessy Asset Management
Connecticut
$2.16M +$182K +2,878 +9%
ACIM
1021
Azimuth Capital Investment Management
Michigan
$2.15M -$35.8K -575 -2%
PTC
1022
Philadelphia Trust Company
Pennsylvania
$2.14M +$38.6K +620 +2%
EA
1023
Everpar Advisors
Oklahoma
$2.13M +$188K +3,018 +10%
TRCT
1024
Tower Research Capital (TRC)
New York
$2.13M +$2.13M +34,256 New
TIA
1025
Tiemann Investment Advisors
California
$2.12M +$46.4K +744 +2%
39 40
41
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