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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 %
MFT
1351
Moisand Fitzgerald Tamayo
Florida
$836K -$5.44K -93 -0.6%
VCP
1352
Verus Capital Partners
Arizona
$835K +$38.7K +662 +5%
TPI
1353
Trust Point Inc
Wisconsin
$834K -$2.75K -47 -0.3%
VWM
1354
Venturi Wealth Management
Texas
$834K – – –
SW
1355
SteelPeak Wealth
California
$832K +$25.7K +440 +3%
TSWM
1356
Tyler-Stone Wealth Management
Ohio
$830K +$112K +1,915 +16%
SM
1357
Sweeney & Michel
California
$829K +$2.25K +39 +0.3%
MCM
1358
MV Capital Management
Maryland
$828K +$6.96K +119 +0.8%
JBA
1359
Johnson Bixby & Associates
Washington
$822K -$69.6K -1,190 -8%
BCA
1360
Bay Colony Advisors
Massachusetts
$820K +$8.9K +152 +1%
HWA
1361
Hilltop Wealth Advisors
North Carolina
$815K -$12.9K -221 -2%
QWP
1362
Quotient Wealth Partners
Texas
$813K -$385K -6,580 -32%
CKAIS
1363
Christensen King & Associates Investment Services
Washington
$813K +$234 +4 +0%
S
1364
SignatureFD
Georgia
$812K +$20.5K +350 +3%
NRG
1365
Nemes Rush Group
Michigan
$812K -$16K -273 -2%
AWA
1366
Archvest Wealth Advisors
California
$805K -$34.8K -600 -4%
WMWM
1367
Whitaker-Myers Wealth Managers
Ohio
$802K -$118K -2,024 -13%
FI
1368
Financial Insights
Washington
$802K -$23.8K -407 -3%
KA
1369
Kooman & Associates
Pennsylvania
$800K +$15K +256 +2%
GWM
1370
GDS Wealth Management
Texas
$799K -$15.3K -262 -2%
ZF
1371
Zega Financial
Florida
$799K +$799K +13,645 New
BIAS
1372
Beacon Investment Advisory Services
New Jersey
$799K – – –
NLP
1373
Next Level Private
New York
$796K +$1.99K +34 +0.3%
Luther King Capital Management (LKCM)
1374
Luther King Capital Management (LKCM)
Texas
$795K -$544K – –
BCM
1375
Becker Capital Management
Oregon
$795K +$249K +4,250 +46%
53 54
55
56 57