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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 %
IAA
1076
Independent Advisor Alliance
North Carolina
$1.9M -$400K -6,419 -17%
XF
1077
XML Financial
Maryland
$1.89M +$204K +3,268 +12%
CCT
1078
Capital City Trust
Florida
$1.89M – – –
AWP
1079
Ascent Wealth Partners
New York
$1.89M +$24.6K +394 +1%
IP
1080
Ignite Planners
California
$1.89M -$126K -2,028 -6%
HCA
1081
Harbour Capital Advisors
Virginia
$1.88M -$31.2K -500 -2%
GJIA
1082
Glass Jacobson Investment Advisors
Maryland
$1.87M +$116K +1,862 +7%
DCM
1083
Donaldson Capital Management
Indiana
$1.85M +$1.43M +22,945 +337%
NWMG
1084
National Wealth Management Group
Ohio
$1.85M +$205K +3,287 +12%
PCMC
1085
Private Capital Management (Colorado)
Colorado
$1.85M -$22.9K -368 -1%
BB
1086
Berkshire Bank
Massachusetts
$1.85M – – –
CNWM
1087
Clay Northam Wealth Management
California
$1.84M +$577K +9,260 +46%
SI
1088
Saxon Interests
Texas
$1.84M +$61.8K +992 +3%
ASFA
1089
All Season Financial Advisors
Colorado
$1.84M +$158K +2,528 +9%
ATS
1090
Ashton Thomas Securities
New York
$1.83M +$614K +9,852 +51%
TW
1091
TrinityPoint Wealth
Connecticut
$1.83M +$132K +2,117 +8%
CCM
1092
Condor Capital Management
New Jersey
$1.82M +$60.1K +964 +3%
OCM
1093
Objective Capital Management
Ohio
$1.82M +$1.82M +29,243 New
CFSG
1094
Community Financial Services Group
Vermont
$1.82M -$49.7K -797 -3%
NP
1095
NorthRock Partners
Minnesota
$1.82M -$246K -3,954 -12%
NS
1096
NBC Securities
Alabama
$1.81M +$343K +5,499 +23%
AFC
1097
AFT Forsyth & Company
Florida
$1.8M -$686 -11 -0%
CAS
1098
Coppell Advisory Solutions
Texas
$1.8M +$230K +3,692 +15%
OFG
1099
Oxford Financial Group
Indiana
$1.78M +$244K +3,920 +16%
V
1100
VeraBank
Texas
$1.78M – – –
42 43
44
45 46