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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 %
PCH
1201
PGIM Custom Harvest
New Jersey
$1.23M +$557K +9,521 +82%
LNB
1202
Ledyard National Bank
$1.23M -$22K -376 -2%
CIS
1203
Continental Investors Services
Washington
$1.23M -$56.8K -970 -4%
SAI
1204
Savvy Advisors Inc
New York
$1.23M +$525K +8,972 +74%
KHC
1205
Koesten Hirschmann & Crabtree
Kansas
$1.23M – – –
1WM
1206
1900 Wealth Management
Texas
$1.23M -$59.3K -1,013 -5%
PCM
1207
Presidio Capital Management
California
$1.23M +$1.23M +20,968 New
DW
1208
Dodds Wealth
Colorado
$1.23M -$58.4K -1,012 -5%
WMP
1209
Wealth Management Partners
Arizona
$1.22M +$819 +14 +0.1%
FFA
1210
Fortune Financial Advisors
Kansas
$1.22M -$73.6K -1,258 -6%
RRA
1211
Round Rock Advisors
Connecticut
$1.21M -$400K -6,835 -25%
GF
1212
GGM Financials
Ohio
$1.21M +$1.21M +20,749 New
SWM
1213
Stockman Wealth Management
Montana
$1.21M +$29.3K +500 +2%
SFA
1214
Source Financial Advisors
New York
$1.21M +$80.9K +1,382 +7%
HCM
1215
Hollencrest Capital Management
California
$1.21M -$10.2K -175 -0.8%
CP
1216
Creekside Partners
California
$1.21M +$1.21M +20,661 New
SPC
1217
Spirepoint Private Client
Florida
$1.21M -$21K -359 -2%
SC
1218
Sapient Capital
Indiana
$1.2M – – –
WCWM
1219
Wooster Corthell Wealth Management
Connecticut
$1.2M -$27.2K -464 -2%
SMWM
1220
Silvia McColl Wealth Management
California
$1.2M -$19.5K -333 -2%
AAMC
1221
Asset Allocation & Management Company
Illinois
$1.2M -$299K -5,100 -20%
DI
1222
Disciplined Investments
Oklahoma
$1.19M -$28.7K -490 -2%
CNWM
1223
Clay Northam Wealth Management
California
$1.19M +$714K +12,200 +150%
RSWM
1224
Robertson Stephens Wealth Management
California
$1.19M +$30.7K +525 +3%
CWA
1225
Continuum Wealth Advisors
New York
$1.19M -$28.7K -490 -2%
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