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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 %
LA
1376
Latitude Advisors
Florida
$794K -$78.4K -1,340 -9%
RIM
1377
Rakuten Investment Management
Japan
$794K – – –
YWS
1378
Yarger Wealth Strategies
Ohio
$792K +$2.17K +37 +0.3%
SC
1379
Sepio Capital
Utah
$791K +$18.5K +317 +2%
SWA
1380
Strategies Wealth Advisors
Michigan
$790K -$92.2K -1,575 -10%
LWM
1381
Lakeridge Wealth Management
Ohio
$789K +$52K +889 +7%
GPA
1382
Garrison Point Advisors
California
$789K -$334K -5,715 -30%
ACP
1383
Aveo Capital Partners
Colorado
$787K +$2.81K +48 +0.4%
SFP
1384
Shepherd Financial Partners
Massachusetts
$787K -$6.44K -110 -0.8%
EFP
1385
EnRich Financial Partners
Wisconsin
$786K +$107K +1,822 +16%
CT
1386
Clearstead Trust
Maine
$786K +$4.45K +76 +0.6%
TIM
1387
Thompson Investment Management
Wisconsin
$784K +$3.04K +52 +0.4%
BWAM
1388
Boyd Watterson Asset Management
Ohio
$780K – – –
WCM
1389
Wealthcare Capital Management
Virginia
$780K -$276K -4,713 -26%
PG
1390
Prostatis Group
Maryland
$776K +$60.7K +1,037 +8%
SC
1391
Scotia Capital
Ontario, Canada
$775K -$61.6K -1,053 -7%
RSS
1392
Rosenblum Silverman Sutton
California
$775K – – –
EWM
1393
Empirical Wealth Management
Washington
$774K -$102K -1,750 -12%
GAM
1394
Gemmer Asset Management
California
$774K +$25.9K +442 +3%
BFA
1395
Bragg Financial Advisors
North Carolina
$767K -$27K -461 -3%
LFA
1396
Legacy Financial Advisors
Kentucky
$766K -$2.09M -35,657 -73%
SBIA
1397
Sheaff Brock Investment Advisors
Indiana
$763K – – –
ST
1398
Somerset Trust
Pennsylvania
$763K – – –
CCA
1399
Checchi Capital Advisers
California
$761K -$95.1K -1,625 -11%
PSF
1400
Pacific Sun Financial
California
$758K – – –
54 55
56
57 58