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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 %
TTWM
1326
TCV Trust & Wealth Management
Virginia
$880K -$79.2K -1,354 -8%
NCM
1327
Narwhal Capital Management
Georgia
$875K -$7.32K -125 -0.8%
PWP
1328
Principle Wealth Partners
Connecticut
$873K +$468 +8 +0.1%
CCA
1329
Conservest Capital Advisors
Pennsylvania
$866K – – –
AFG
1330
Atomi Financial Group
New York
$866K +$90.2K +1,541 +12%
WP
1331
WealthShield Partners
North Carolina
$865K -$4.57K -78 -0.5%
State of Wisconsin Investment Board
1332
State of Wisconsin Investment Board
Wisconsin
$864K -$6.21M -106,090 -88%
AIP
1333
Almanack Investment Partners
Pennsylvania
$862K -$81.4K -1,391 -9%
OLVIG
1334
Oliver Lagore Vanvalin Investment Group
Michigan
$862K +$107K +1,834 +14%
MA
1335
MONECO Advisors
Connecticut
$861K +$11.2K +192 +1%
LWANC
1336
Laurel Wealth Advisors (North Carolina)
North Carolina
$860K -$66.7K -1,140 -7%
HCMT
1337
Highland Capital Management (Tennessee)
Tennessee
$857K – – –
WFA
1338
Wells Financial Advisors
Massachusetts
$857K -$27.8K -475 -3%
PWMG
1339
Private Wealth Management Group
New Jersey
$856K – – –
AF
1340
Apollon Financial
South Carolina
$856K +$468 +8 +0.1%
PJWM
1341
Philip James Wealth Mangement
Georgia
$854K -$4.45K -76 -0.5%
KF
1342
Krilogy Financial
Missouri
$852K -$465K -7,944 -35%
PCM
1343
Palisade Capital Management
New Jersey
$852K +$58.5K +1,000 +7%
DSA
1344
Droms Strauss Advisors
Missouri
$851K -$16.2K -276 -2%
KSWA
1345
Kathleen S. Wright Associates
Pennsylvania
$848K -$468 -8 -0.1%
CCG
1346
Chatham Capital Group
Georgia
$848K – – –
FA
1347
FF Advisors
California
$848K – – –
CWM
1348
CCG Wealth Management
California
$843K -$39.5K -675 -4%
SAM
1349
Seelaus Asset Management
New Jersey
$841K -$37.3K -637 -4%
MLL
1350
Moody Lynn & Lieberson
Massachusetts
$838K +$2.81K +48 +0.3%
52 53
54
55 56