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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 %
FHC
1251
First Heartland Consultants
Missouri
$1.22M +$108K +1,726 +10%
CAMG
1252
CWA Asset Management Group
Florida
$1.22M +$1.22M +19,606 New
ACG
1253
Allen Capital Group
Nebraska
$1.22M -$126K -2,021 -9%
BFA
1254
Buttonwood Financial Advisors
Maryland
$1.22M +$11.7K +187 +1%
CWC
1255
Carolinas Wealth Consulting
North Carolina
$1.21M -$13.5K -217 -1%
EIA
1256
Edgemoor Investment Advisors
Maryland
$1.21M +$119K +1,913 +11%
WA
1257
WBH Advisory
Maryland
$1.2M -$10.3K -166 -0.9%
FFA
1258
Fortune Financial Advisors
Kansas
$1.19M -$104K -1,668 -8%
MJRIC
1259
Mogy Joel R Investment Counsel
California
$1.19M -$49.9K -800 -4%
SAM
1260
Smartleaf Asset Management
Massachusetts
$1.18M +$1.04M +16,742 +736%
S
1261
Sunpointe
Missouri
$1.18M +$476K +7,639 +67%
DWM
1262
Diversify Wealth Management
Utah
$1.18M +$1.18M +18,856 New
PTB
1263
Pioneer Trust Bank
Oregon
$1.17M – – –
SG Americas Securities
1264
SG Americas Securities
New York
$1.15M -$6.21M -99,654 -84%
GL
1265
Gerber LLC
Ohio
$1.14M – – –
MWA
1266
Midland Wealth Advisors
Illinois
$1.14M -$279K -4,484 -20%
PIMG
1267
Patriot Investment Management Group
Tennessee
$1.13M -$43.6K -700 -4%
AT
1268
Arlington Trust
Alabama
$1.13M +$1.13M +18,160 New
DACG
1269
Donor Advised Charitable Giving
California
$1.13M -$67.2K -1,078 -6%
AFG
1270
Atomi Financial Group
New York
$1.12M +$202K +3,235 +22%
MA
1271
MBA Advisors
Pennsylvania
$1.12M -$3.74K -60 -0.3%
CFO
1272
Collective Family Office
Pennsylvania
$1.12M -$39.6K -635 -3%
BFWM
1273
Bright Futures Wealth Management
New York
$1.11M -$8.4K -134 -0.7%
SW
1274
SteelPeak Wealth
California
$1.11M +$224K +3,598 +25%
USCWA
1275
U.S. Capital Wealth Advisors
Texas
$1.11M +$810 +13 +0.1%
49 50
51
52 53