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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 %
SCA
1026
St. Clair Advisors
Ohio
$2.12M -$72.8K -1,168 -3%
TSW
1027
Three Seasons Wealth
Utah
$2.11M -$113K -1,817 -5%
RWIA
1028
Roger Wittlin Investment Advisory
California
$2.11M +$8.1K +130 +0.4%
MBTD
1029
Mechanics Bank - Trust Department
California
$2.11M +$312K +5,010 +17%
FCA
1030
FinTrust Capital Advisors
South Carolina
$2.1M -$32.3K -519 -2%
MIM
1031
Macroview Investment Management
Maryland
$2.08M +$3.62K +58 +0.2%
MC
1032
Moors & Cabot
Massachusetts
$2.08M +$45.2K +725 +2%
AWA
1033
Amplius Wealth Advisors
Pennsylvania
$2.08M +$10.4K +167 +0.5%
CWM
1034
Campbell Wealth Management
Virginia
$2.08M +$2.08M +33,328 New
PFG
1035
Prosperity Financial Group
California
$2.07M +$2.49K +40 +0.1%
BFC
1036
Bedel Financial Consulting
Indiana
$2.07M +$116K +1,854 +6%
WGCA
1037
Wolf Group Capital Advisors
Virginia
$2.07M -$13.9M -53,090 -87%
FAM
1038
Forte Asset Management
New York
$2.07M +$10.1K +162 +0.5%
FCA
1039
Fortis Capital Advisors
Kansas
$2.07M +$1.59M +25,456 +329%
OFS
1040
Oldfather Financial Services
Nebraska
$2.06M +$2.12K +34 +0.1%
SIA
1041
SeaBridge Investment Advisors
New Jersey
$2.06M – – –
CG
1042
Caprock Group
Idaho
$2.05M -$12.5K -200 -0.6%
RWP
1043
Revolve Wealth Partners
New Jersey
$2.05M -$121K -1,940 -6%
GWS
1044
Glassman Wealth Services
Virginia
$2.05M -$714K -11,457 -26%
OC
1045
Oakworth Capital
Alabama
$2.04M -$4.3K -69 -0.2%
BA
1046
Brightwater Advisory
Florida
$2.04M +$244K +3,915 +14%
PPC
1047
Park Place Capital
Alabama
$2.03M -$559K -8,967 -22%
Tudor Investment Corp
1048
Tudor Investment Corp
Connecticut
$2.03M -$543K -8,708 -21%
PWM
1049
Prosperity Wealth Management
California
$2.02M -$222K -3,557 -10%
RCG
1050
Regatta Capital Group
California
$2.02M -$31.2K -500 -2%
40 41
42
43 44