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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 %
MAM
1051
MMA Asset Management
Pennsylvania
$2.02M +$223K +2,356 +12%
9WM
1052
9258 Wealth Management
Ohio
$2.02M +$4.8K +77 +0.2%
BWM
1053
BigSur Wealth Management
Florida
$2.01M – – –
LC
1054
LCNB Corp
Ohio
$2.01M -$46.4K -745 -2%
LWL
1055
Leo Wealth LLC
Texas
$2M -$22.8K -366 -1%
EW
1056
Evoke Wealth
California
$2M +$2M +32,083 New
EB
1057
Exchange Bank
California
$1.99M -$7.48K -120 -0.4%
TP
1058
Tranquility Partners
Tennessee
$1.99M +$34.7K +556 +2%
PFBT
1059
Parkside Financial Bank & Trust
Missouri
$1.98M -$5.61K -90 -0.3%
RA
1060
RFG Advisory
Alabama
$1.97M +$115K +1,852 +6%
IP
1061
Investment Partners
Ohio
$1.96M -$26.9K -431 -1%
T. Rowe Price Associates
1062
T. Rowe Price Associates
Maryland
$1.95M – – –
CL
1063
COWA LLC
Oklahoma
$1.94M -$458K -7,352 -19%
TSWM
1064
Tyler-Stone Wealth Management
Ohio
$1.94M +$1.06M +16,959 +120%
TFG
1065
Taylor Financial Group
Virginia
$1.94M +$61.7K +990 +3%
CG
1066
Corundum Group
Colorado
$1.93M -$118K -1,900 -6%
SAG
1067
SageView Advisory Group
California
$1.92M -$1.52M -24,463 -44%
LRWA
1068
Long Run Wealth Advisors
New York
$1.92M +$203K +3,253 +12%
NCG
1069
Newport Capital Group
New Jersey
$1.92M -$49.7K -798 -3%
SIC
1070
Salem Investment Counselors
North Carolina
$1.92M +$17.9K +288 +0.9%
PGWM
1071
Pitti Group Wealth Management
New York
$1.91M – – –
DWG
1072
Darden Wealth Group
Michigan
$1.91M -$19.8K -318 -1%
TIAAOA
1073
Teachers Insurance & Annuity Association of America
New York
$1.91M +$1.91M +30,671 New
HCA
1074
Heck Capital Advisors
Wisconsin
$1.9M -$8.55M -137,132 -82%
BMWM
1075
Brown Miller Wealth Management
Virginia
$1.9M -$36.8K -591 -2%
41 42
43
44 45