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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 %
BCM
1301
Brookmont Capital Management
Texas
$1.04M -$2.93K -47 -0.3%
GGI
1302
Godsey & Gibb Inc
Virginia
$1.04M +$74.8K +1,201 +8%
WTA
1303
Washington Trust Advisors
Massachusetts
$1.03M +$997 +16 +0.1%
Russell Investments Group
1304
Russell Investments Group
United Kingdom
$1.03M +$616K +9,888 +148%
CKAIS
1305
Christensen King & Associates Investment Services
Washington
$1.03M +$164K +2,636 +19%
HBWM
1306
Hollow Brook Wealth Management
New York
$1.03M – – –
DFG
1307
Demars Financial Group
Washington
$1.03M -$46.5K -746 -4%
CAG
1308
Csenge Advisory Group
Florida
$1.02M -$36.3K -576 -3%
ST
1309
Sageworth Trust
Pennsylvania
$1.02M – – –
LCM
1310
LVM Capital Management
Michigan
$1.02M – – –
S
1311
SignatureFD
Georgia
$1.02M +$155K +2,488 +18%
EAM
1312
Evanson Asset Management
California
$1.02M -$5.11K -82 -0.5%
TIA
1313
Traphagen Investment Advisors
New Jersey
$1.01M +$62 +1 +0%
MFGM
1314
Marshall Financial Group (Maryland)
Maryland
$1.01M +$1.01M +16,249 New
T
1315
TNF
Montana
$1.01M -$1.75K -28 -0.2%
SEIA
1316
Signature Estate & Investment Advisors
California
$1.01M +$44.7K +718 +5%
CPC
1317
Consolidated Planning Corp
Georgia
$1.01M -$1.77M -28,330 -64%
SWM
1318
Stockman Wealth Management
Montana
$1M -$288K -4,625 -22%
WCG
1319
Weaver Consulting Group
California
$1M -$3.05K -49 -0.3%
NA
1320
Navellier & Associates
Nevada
$1M -$1.23M -19,750 -55%
VCP
1321
Verus Capital Partners
Arizona
$999K +$110K +1,768 +12%
PI
1322
PFG Investments
New York
$993K +$206K +3,298 +26%
PGAM
1323
Princeton Global Asset Management
New Jersey
$989K +$586K +9,408 +146%
CWG
1324
Cornerstone Wealth Group
North Carolina
$977K +$17.8K +285 +2%
SAI
1325
Savvy Advisors Inc
New York
$976K -$335K -5,371 -26%
51 52
53
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