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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 %
FFN
1301
Focus Financial Network
Minnesota
$934K +$25.9K +422 +3%
AQR Capital Management
1302
AQR Capital Management
Connecticut
$934K +$38.2K +653 +4%
TGAM
1303
TBH Global Asset Management
Tennessee
$928K -$520K -8,890 -36%
CCA
1304
Cobblestone Capital Advisors
New York
$924K +$51.2K +875 +6%
RWM
1305
Ritholtz Wealth Management
New York
$921K +$69.7K +1,191 +8%
DFA
1306
Davies Financial Advisors
California
$918K +$918K +15,682 New
SFG
1307
Sovereign Financial Group
Connecticut
$916K -$135K -2,305 -13%
SWA
1308
Strata Wealth Advisors
Texas
$914K -$18K -307 -2%
GFG
1309
Greystone Financial Group
Michigan
$910K +$421K +7,191 +86%
WSWA
1310
Warren Street Wealth Advisors
California
$909K – – –
JAFL
1311
Jay A. Fishman Ltd
Michigan
$907K – – –
MCWA
1312
Meadow Creek Wealth Advisors
Georgia
$907K -$2.58K -44 -0.3%
TPW
1313
TL Private Wealth
Texas
$905K +$934 +15 +0.1%
GGI
1314
Godsey & Gibb Inc
Virginia
$904K +$58.6K +1,002 +7%
Invesco
1315
Invesco
Georgia
$904K +$185K +3,166 +26%
SEIA
1316
Signature Estate & Investment Advisors
California
$904K +$904K +15,442 New
AIM
1317
Anchor Investment Management
South Carolina
$904K -$149K -2,545 -14%
COCM
1318
Charter Oak Capital Management
New Hampshire
$902K -$75.7K -1,293 -8%
CWG
1319
Cornerstone Wealth Group
North Carolina
$900K -$96K -1,640 -10%
S
1320
Syntrinsic
Colorado
$895K +$293 +5 +0%
SIC
1321
Samalin Investment Counsel
New York
$895K -$129K -2,206 -13%
MCA
1322
Magnolia Capital Advisors
Mississippi
$895K +$895K +15,287 New
NSIM
1323
North Star Investment Management
Illinois
$887K – – –
D
1324
Diversified
Delaware
$885K +$885K +15,130 New
M
1325
MOTCO
Texas
$882K -$64.7K -1,105 -7%
51 52
53
54 55