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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 %
RPGK
1276
Retirement Planning Group (Kansas)
Kansas
$1M -$72.6K -1,240 -7%
TA
1277
TFG Advisers
Michigan
$994K -$4.92K -84 -0.5%
PA
1278
Procyon Advisors
Connecticut
$994K -$28.5K -487 -3%
HNW
1279
High Note Wealth
Minnesota
$993K +$5.56K +95 +0.6%
SXL
1280
Summit X LLC
Missouri
$992K -$10.5K -179 -1%
BWA
1281
Beam Wealth Advisors
Louisiana
$986K -$39.8K -680 -4%
CAG
1282
Csenge Advisory Group
Florida
$985K -$2.21M -37,710 -69%
AFO
1283
Allie Family Office
Florida
$981K -$116K -1,987 -11%
NEAM
1284
New England Asset Management
Connecticut
$980K -$3.95M -67,545 -80%
BCM
1285
Brookmont Capital Management
Texas
$978K -$130K -2,223 -12%
HA
1286
HFG Advisors
Ohio
$976K -$47.1K -805 -5%
HCM
1287
Howland Capital Management
Massachusetts
$975K -$150K -2,565 -13%
CAWM
1288
Capital Advisors Wealth Management
Washington
$974K -$21.1K -361 -2%
T
1289
TNF
Montana
$973K -$7.13K -119 -0.7%
WTA
1290
Washington Trust Advisors
Massachusetts
$970K +$80.7K +1,379 +9%
SWM
1291
SilverOak Wealth Management
Minnesota
$967K +$16.6K +283 +2%
ICP
1292
Interchange Capital Partners
Pennsylvania
$964K +$88K +1,504 +10%
HBWM
1293
Hollow Brook Wealth Management
New York
$963K – – –
ST
1294
Sageworth Trust
Pennsylvania
$962K +$700K +11,957 +267%
EAM
1295
Evanson Asset Management
California
$959K +$527 +9 +0.1%
PFGIA
1296
Patriot Financial Group Insurance Agency
Massachusetts
$951K +$179K +3,055 +23%
TIA
1297
Traphagen Investment Advisors
New Jersey
$951K +$59 +1 +0%
CPIA
1298
Cornell Pochily Investment Advisors
New York
$947K +$295K +5,039 +45%
WCG
1299
Weaver Consulting Group
California
$944K -$2.63K -45 -0.3%
IIM
1300
Ipswich Investment Management
Massachusetts
$937K -$25.5K -435 -3%
50 51
52
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