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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 %
CBB
1076
Citizens Business Bank
California
$1.64M -$687K -11,735 -30%
ONST
1077
Old North State Trust
North Carolina
$1.64M +$1.46K +25 +0.1%
MMHP
1078
Murphy Middleton Hinkle & Parker
Georgia
$1.63M +$9.07K +155 +0.6%
BAM
1079
Berkshire Asset Management
Pennsylvania
$1.63M -$2.11K -36 -0.1%
NSAM
1080
North Star Asset Management
Wisconsin
$1.63M -$2.41M -41,132 -60%
DWP
1081
Daymark Wealth Partners
Ohio
$1.63M +$440K +7,516 +37%
TA
1082
TFB Advisors
Kansas
$1.62M +$12.1K +207 +0.8%
OWA
1083
One Wealth Advisors
California
$1.62M -$167K -2,842 -9%
ANB
1084
Amarillo National Bank
Texas
$1.62M +$37K +633 +2%
BFG
1085
Baron Financial Group
New Jersey
$1.62M -$34.2K -585 -2%
CD
1086
Chapin Davis
Maryland
$1.61M +$96.9K +1,655 +6%
LRWA
1087
Long Run Wealth Advisors
New York
$1.61M +$276K +4,720 +21%
SL
1088
Sentinus LLC
Illinois
$1.6M -$26.4K -451 -2%
TFF
1089
The Family Firm
Maryland
$1.6M -$72.9K -1,245 -4%
TW
1090
TritonPoint Wealth
Maryland
$1.6M -$922K -15,762 -37%
TW
1091
TrinityPoint Wealth
Connecticut
$1.59M +$35.2K +602 +2%
EK
1092
Evensky & Katz
Florida
$1.59M -$37.5K -641 -2%
PCA
1093
Pallas Capital Advisors
Massachusetts
$1.58M -$34.3K -566 -2%
XF
1094
XML Financial
Maryland
$1.58M -$14.7K -251 -0.9%
TFS
1095
Thoroughbred Financial Services
Tennessee
$1.58M +$192K +3,283 +14%
FWP
1096
FAS Wealth Partners
Kansas
$1.58M -$35.7K -610 -2%
WA
1097
WP Advisors
California
$1.58M +$4.45K +76 +0.3%
TMWM
1098
Taylor & Morgan Wealth Management
Michigan
$1.58M -$22.2K -379 -1%
ASFA
1099
All Season Financial Advisors
Colorado
$1.58M +$228K +3,893 +17%
GWA
1100
GGM Wealth Advisors
Maryland
$1.57M +$32.2K +551 +2%
42 43
44
45 46