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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 %
AA
1176
Axiom Advisory
California
$1.45M +$27.4K +454 +2%
LL
1177
LWMG LLC
Minnesota
$1.44M -$40.1K -644 -3%
KW
1178
KWB Wealth
California
$1.44M +$34.3K +586 +2%
BF
1179
Blankinship & Foster
California
$1.44M -$66.1K -1,061 -4%
PVI
1180
Pine Valley Investments
New Jersey
$1.43M -$32.1K -515 -2%
FIA
1181
Foundations Investment Advisors
Arizona
$1.41M -$108K -1,731 -7%
AssetMark Inc
1182
AssetMark Inc
California
$1.4M +$149K +2,388 +12%
CWM
1183
Calamos Wealth Management
Illinois
$1.4M +$137K +2,198 +11%
WA
1184
Wealthstream Advisors
New York
$1.4M – – –
TNBTD
1185
Trustmark National Bank Trust Department
Mississippi
$1.4M +$211K +3,384 +18%
PFG
1186
Pinnacle Financial Group
Illinois
$1.39M +$872 +14 +0.1%
ZF
1187
Zhang Financial
Michigan
$1.39M +$6.79K +109 +0.5%
SCM
1188
Sage Capital Management
New Jersey
$1.38M +$5.17K +83 +0.4%
STA
1189
Smith Thornton Advisors
Alabama
$1.38M -$1.25K -20 -0.1%
CHA
1190
Carmichael Hill & Associates
Maryland
$1.38M +$172K +2,752 +14%
NSAM
1191
North Star Asset Management
Wisconsin
$1.38M -$356K -5,715 -21%
MWA
1192
Motive Wealth Advisors
Michigan
$1.37M – – –
DIA
1193
Dana Investment Advisors
Wisconsin
$1.37M +$9.47K +152 +0.7%
DW
1194
Dodds Wealth
Colorado
$1.37M +$52.9K +853 +4%
CFA
1195
CWS Financial Advisors
Michigan
$1.37M +$3.55K +57 +0.3%
CCA
1196
Clearwater Capital Advisors
Illinois
$1.37M +$36.4K +584 +3%
KFGK
1197
Keystone Financial Group (Kentucky)
Kentucky
$1.37M +$1.37M +21,924 New
TPWA
1198
Twin Peaks Wealth Advisors
California
$1.36M -$44.4K -713 -3%
CCG
1199
Cypress Capital Group
Florida
$1.36M -$66.6K -1,069 -5%
IPW
1200
Invictus Private Wealth
Colorado
$1.36M -$20.8K -333 -2%
46 47
48
49 50