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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 %
PWP
1351
Principle Wealth Partners
Connecticut
$929K – – –
CCA
1352
Cobblestone Capital Advisors
New York
$927K -$57.1K -917 -6%
S
1353
Syntrinsic
Colorado
$926K -$27.8K -446 -3%
Invesco
1354
Invesco
Georgia
$923K -$39.5K -634 -4%
PCH
1355
PGIM Custom Harvest
New Jersey
$922K -$393K -6,303 -30%
SM
1356
Sweeney & Michel
California
$921K +$3.07K +48 +0.3%
MA
1357
MONECO Advisors
Connecticut
$920K +$2.87K +46 +0.3%
PCM
1358
Palisade Capital Management
New Jersey
$919K +$11.5K +184 +1%
AIP
1359
Almanack Investment Partners
Pennsylvania
$918K -$249 -4 -0%
LWANC
1360
Laurel Wealth Advisors (North Carolina)
North Carolina
$917K +$1.93K +31 +0.2%
MCM
1361
MV Capital Management
Maryland
$915K +$33.4K +536 +4%
PJWM
1362
Philip James Wealth Mangement
Georgia
$912K +$2.62K +42 +0.3%
WFA
1363
Wells Financial Advisors
Massachusetts
$912K – – –
PWMG
1364
Private Wealth Management Group
New Jersey
$912K – – –
LA
1365
Lifeworks Advisors
Michigan
$910K +$910K +14,605 New
KSWA
1366
Kathleen S. Wright Associates
Pennsylvania
$907K +$3.12K +50 +0.3%
DSA
1367
Droms Strauss Advisors
Missouri
$906K +$249 +4 +0%
SEEDPG
1368
S.E.E.D. Planning Group
New York
$905K +$112K +1,797 +14%
KA
1369
Kooman & Associates
Pennsylvania
$904K +$52.7K +845 +6%
SAM
1370
Seelaus Asset Management
New Jersey
$904K +$7.79K +125 +0.9%
AAMC
1371
Asset Allocation & Management Company
Illinois
$902K -$371K -5,948 -29%
CWM
1372
CCG Wealth Management
California
$898K +$436 +7 +0%
TGAM
1373
TBH Global Asset Management
Tennessee
$894K -$94.6K -1,518 -10%
JFG
1374
JMG Financial Group
Illinois
$894K +$304K +4,885 +52%
VWM
1375
Venturi Wealth Management
Texas
$888K – – –
53 54
55
56 57