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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 %
HA
1326
HFG Advisors
Ohio
$975K -$65.1K -1,045 -6%
SWA
1327
Strata Wealth Advisors
Texas
$973K – – –
TPW
1328
Talon Private Wealth
Florida
$968K +$968K +15,535 New
WSWA
1329
Warren Street Wealth Advisors
California
$968K – – –
COCM
1330
Charter Oak Capital Management
New Hampshire
$967K +$6.36K +102 +0.7%
JAFL
1331
Jay A. Fishman Ltd
Michigan
$966K – – –
C
1332
Certuity
Florida
$964K -$25.1M -399,622 -96%
M
1333
MOTCO
Texas
$964K +$24.6K +395 +3%
AIM
1334
Anchor Investment Management
South Carolina
$962K – – –
RJTCONH
1335
Raymond James Trust Company of New Hampshire
New Hampshire
$958K +$287K +4,608 +43%
SXL
1336
Summit X LLC
Missouri
$955K -$35.7K -610 -4%
FFN
1337
Focus Financial Network
Minnesota
$948K -$935 -15 -0.1%
MCA
1338
Magnolia Capital Advisors
Mississippi
$947K -$5.42K -87 -0.6%
TSMHT
1339
Thurston Springer Miller Herd & Titak
Indiana
$946K +$172K +2,752 +22%
HCM
1340
Hollencrest Capital Management
California
$946K -$342K -5,489 -27%
OAS
1341
Optivise Advisory Services
Tennessee
$946K -$387K -6,215 -29%
ICP
1342
Interchange Capital Partners
Pennsylvania
$944K -$83.3K -1,336 -8%
IIM
1343
Ipswich Investment Management
Massachusetts
$944K -$54.5K -875 -5%
TPI
1344
Trust Point Inc
Wisconsin
$942K +$53.9K +865 +6%
RPGK
1345
Retirement Planning Group (Kansas)
Kansas
$940K -$126K -2,014 -12%
SIC
1346
Samalin Investment Counsel
New York
$940K -$12.6K -202 -1%
FCH
1347
Freestone Capital Holdings
Washington
$939K +$254K +4,076 +37%
CT
1348
Clearstead Trust
Maine
$934K +$96.4K +1,547 +12%
CAWM
1349
Capital Advisors Wealth Management
Washington
$932K -$106K -1,697 -10%
NSIM
1350
North Star Investment Management
Illinois
$931K -$14K -225 -1%
52 53
54
55 56