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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 %
NS
1151
NBC Securities
Alabama
$1.38M +$49.2K +841 +4%
MWA
1152
Motive Wealth Advisors
Michigan
$1.37M -$9.83K -168 -0.7%
PVI
1153
Pine Valley Investments
New Jersey
$1.37M -$36.8K -628 -3%
WOSD
1154
WFA of San Diego
California
$1.37M +$1.37M +23,434 New
EGWAG
1155
Elwood & Goetz Wealth Advisory Group
Georgia
$1.37M -$46.6K -796 -3%
AC
1156
AWM Capital
Arizona
$1.37M – – –
SS
1157
Sunbelt Securities
Texas
$1.37M +$42.2K +721 +3%
QCM
1158
QRG Capital Management
Illinois
$1.36M +$82.5K +1,410 +6%
GAG
1159
GM Advisory Group
New York
$1.36M +$559K +9,557 +70%
VAS
1160
Vestmark Advisory Solutions
Massachusetts
$1.36M +$403K +6,878 +42%
BTWM
1161
Brass Tax Wealth Management
Ohio
$1.35M +$651K +11,117 +93%
CF
1162
Corebridge Financial
Texas
$1.35M +$1.35M +23,000 New
VFG
1163
Victory Financial Group
Texas
$1.35M +$887K +15,151 +193%
CFS
1164
Coordinated Financial Services
Colorado
$1.34M -$198K -3,388 -13%
CCG
1165
Cypress Capital Group
Florida
$1.34M -$22.5K -385 -2%
National Bank of Canada
1166
National Bank of Canada
Quebec, Canada
$1.34M +$95.3K +1,644 +8%
BLC
1167
Brown, Lisle/Cummings
Rhode Island
$1.34M -$6.55K -112 -0.5%
MWA
1168
Midland Wealth Advisors
Illinois
$1.33M +$33.6K +575 +3%
APP
1169
Avantax Planning Partners
Iowa
$1.33M -$44.8K -766 -3%
CWS
1170
Confluence Wealth Services
Pennsylvania
$1.32M -$12.9K -220 -1%
TPWA
1171
Twin Peaks Wealth Advisors
California
$1.32M +$181K +3,100 +16%
SWM
1172
Shakespeare Wealth Management
Wisconsin
$1.32M -$3.75K -64 -0.3%
WA
1173
Wealthstream Advisors
New York
$1.31M -$86.7K -1,481 -6%
PFG
1174
Pinnacle Financial Group
Illinois
$1.31M +$59 +1 +0%
GWP
1175
Gateway Wealth Partners
Wisconsin
$1.31M -$24.5K -418 -2%
45 46
47
48 49