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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 %
GF
1201
GGM Financials
Ohio
$1.36M +$63.4K +1,017 +5%
TIM
1202
Tortoise Investment Management
New York
$1.36M -$31.2K -500 -2%
CIA
1203
Compass Ion Advisors
Pennsylvania
$1.35M +$868K +13,928 +181%
LNB
1204
Ledyard National Bank
$1.35M +$31.2K +500 +2%
MAM
1205
MWA Asset Management
Massachusetts
$1.34M +$18.1K +291 +1%
SWM
1206
Shakespeare Wealth Management
Wisconsin
$1.34M -$57.9K -929 -4%
CANC
1207
Culbertson A N & Co
Virginia
$1.34M +$19.9K +320 +2%
KCPG
1208
Kavar Capital Partners Group
Kansas
$1.34M +$1.25K +20 +0.1%
CPIA
1209
Cornell Pochily Investment Advisors
New York
$1.33M +$324K +5,195 +32%
SL
1210
SFM LLC
New Hampshire
$1.33M -$45.7K -733 -3%
FNA
1211
First National Advisers
Nebraska
$1.33M +$168K +2,699 +14%
WPW
1212
Watershed Private Wealth
Illinois
$1.32M -$181K -2,905 -12%
FWA
1213
FSC Wealth Advisors
New York
$1.32M +$184K +2,948 +16%
DI
1214
Disciplined Investments
Oklahoma
$1.32M +$47.9K +768 +4%
TFA
1215
Teamwork Financial Advisors
Texas
$1.31M -$11.8M -190,143 -90%
CCM
1216
Colorado Capital Management
Colorado
$1.31M -$25.2K -405 -2%
NCFG
1217
New Century Financial Group
New Jersey
$1.31M -$15.1K -243 -1%
SFA
1218
Source Financial Advisors
New York
$1.3M +$13.8K +221 +1%
WMP
1219
Wealth Management Partners
Arizona
$1.3M +$2.18K +35 +0.2%
SPC
1220
Spirepoint Private Client
Florida
$1.29M +$7.6K +122 +0.6%
IAS
1221
Insigneo Advisory Services
Florida
$1.29M +$125K +1,998 +11%
CP
1222
Creekside Partners
California
$1.29M +$3.18K +51 +0.2%
CCWM
1223
Correct Capital Wealth Management
Missouri
$1.29M -$43.9K -705 -3%
1WM
1224
1900 Wealth Management
Texas
$1.28M -$30.5K -490 -2%
TPA
1225
Trivium Point Advisory
Connecticut
$1.28M +$51.2K +783 +4%
47 48
49
50 51