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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 %
MLL
1376
Moody Lynn & Lieberson
Massachusetts
$887K -$4.49K -72 -0.5%
SFG
1377
Sovereign Financial Group
Connecticut
$887K -$87.8K -1,409 -9%
BCA
1378
Bay Colony Advisors
Massachusetts
$887K +$13.8K +221 +2%
HCMT
1379
Highland Capital Management (Tennessee)
Tennessee
$886K -$26.8K -430 -3%
C
1380
CEDRUS
Colorado
$885K +$885K +14,202 New
CAM
1381
Carret Asset Management
New York
$881K +$142K +2,276 +19%
EWM
1382
Empirical Wealth Management
Washington
$880K +$54.8K +880 +7%
GWM
1383
GDS Wealth Management
Texas
$878K +$27K +433 +3%
MFT
1384
Moisand Fitzgerald Tamayo
Florida
$878K -$12.3K -197 -1%
OLVIG
1385
Oliver Lagore Vanvalin Investment Group
Michigan
$868K -$49.3K -791 -5%
CCA
1386
Conservest Capital Advisors
Pennsylvania
$866K – – –
AWA
1387
Archvest Wealth Advisors
California
$866K – – –
RIM
1388
Rakuten Investment Management
Japan
$866K +$19.3K +310 +2%
PWS
1389
Proactive Wealth Strategies
Georgia
$865K +$865K +13,886 New
TI
1390
Trexquant Investment
Connecticut
$863K -$478K -7,672 -36%
TIM
1391
Thompson Investment Management
Wisconsin
$861K +$26.9K +432 +3%
NRG
1392
Nemes Rush Group
Michigan
$860K +$16.6K +273 +2%
NCM
1393
Narwhal Capital Management
Georgia
$859K -$73.5K -1,180 -8%
TPW
1394
TL Private Wealth
Texas
$858K -$41K -663 -5%
CCG
1395
Chatham Capital Group
Georgia
$857K -$46.7K -750 -5%
NLP
1396
Next Level Private
New York
$851K +$2.93K +47 +0.3%
AQR Capital Management
1397
AQR Capital Management
Connecticut
$849K -$145K -2,331 -15%
BCM
1398
Becker Capital Management
Oregon
$846K – – –
SC
1399
Sepio Capital
Utah
$843K – – –
LWM
1400
Lakeridge Wealth Management
Ohio
$843K +$2.74K +44 +0.3%
54 55
56
57 58