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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 %
TF
1276
Tudor Financial
Ohio
$1.11M +$1.11M +17,778 New
NFC
1277
Northeast Financial Consultants
Connecticut
$1.11M +$8.16K +131 +0.7%
PCM
1278
Presidio Capital Management
California
$1.11M -$200K -3,205 -15%
SAM
1279
Sawgrass Asset Management
Florida
$1.1M +$447K +7,175 +68%
EAM
1280
Empirical Asset Management
Massachusetts
$1.1M -$28.2K -453 -2%
TFGT
1281
TS Financial Group (TSFG)
Illinois
$1.1M -$113K -1,809 -9%
WH
1282
Willner & Heller
California
$1.1M -$6.92K -111 -0.6%
OPA
1283
Old Port Advisors
Maine
$1.09M -$56K -898 -5%
FSWA
1284
Financial Synergies Wealth Advisors
Texas
$1.08M -$694K -11,131 -39%
OCM
1285
One Capital Management
California
$1.08M -$10.9K -175 -1%
MCWA
1286
Meadow Creek Wealth Advisors
Georgia
$1.08M +$112K +1,791 +12%
ESB
1287
Essex Savings Bank
Connecticut
$1.07M -$590K -9,461 -35%
TCM
1288
Tufton Capital Management
Maryland
$1.07M -$256K -4,106 -19%
AP
1289
Appleton Partners
Massachusetts
$1.06M -$25.6K -411 -2%
IWP
1290
Invenio Wealth Partners
Florida
$1.06M -$9.04K -145 -0.8%
GWM
1291
Greenwich Wealth Management
Connecticut
$1.06M -$10.9K -175 -1%
PCM
1292
Pointe Capital Management
Michigan
$1.05M -$92.9K -1,490 -8%
PFGIA
1293
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$39.8K +639 +4%
TA
1294
TFG Advisers
Michigan
$1.05M -$10.4K -167 -1%
GAM
1295
Gemmer Asset Management
California
$1.05M +$223K +3,580 +27%
HNW
1296
High Note Wealth
Minnesota
$1.05M -$11.5K -185 -1%
AFO
1297
Allie Family Office
Florida
$1.05M – – –
NEAM
1298
New England Asset Management
Connecticut
$1.04M – – –
SWM
1299
SilverOak Wealth Management
Minnesota
$1.04M +$9.47K +152 +0.9%
HCM
1300
Howland Capital Management
Massachusetts
$1.04M – – –
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