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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 %
VPIM
1401
Vanguard Personalized Indexing Management
California
$755K +$81.3K +1,390 +12%
RIG
1402
RiverFront Investment Group
Virginia
$755K +$535K +9,137 +243%
HC
1403
Hamilton Capital
Ohio
$751K +$1.76K +30 +0.2%
MWM
1404
Merriman Wealth Management
Washington
$751K +$51.6K +882 +7%
AFG
1405
ABLE Financial Group
Arizona
$748K -$115K -1,960 -13%
WC
1406
Waterloo Capital
Texas
$748K +$144K +2,464 +24%
HWM
1407
Horizons Wealth Management
North Carolina
$745K +$596K +9,896 +400%
SEEDPG
1408
S.E.E.D. Planning Group
New York
$745K -$153K -2,607 -17%
O3W
1409
Omni 360 Wealth
New Jersey
$743K -$95.5K -1,632 -11%
PI
1410
PFG Investments
New York
$739K -$2.8M -47,863 -79%
ZIC
1411
ZWJ Investment Counsel
Georgia
$736K – – –
CCWM
1412
Cassaday & Co Wealth Management
Virginia
$734K – – –
WLPWM
1413
Walled Lake Planning & Wealth Management
Illinois
$734K +$19K +324 +3%
PL
1414
Plancorp LLC
Missouri
$733K +$17.7K +302 +2%
SCA
1415
Sage Capital Advisors
South Dakota
$732K +$1.99K +34 +0.3%
WDG
1416
Wealth Dimensions Group
Ohio
$731K +$59 +1 +0%
BWM
1417
BKM Wealth Management
Wisconsin
$731K -$585 -10 -0.1%
SC
1418
Stephens Consulting
Michigan
$730K -$41.4K -708 -5%
MSFS
1419
Main Street Financial Solutions
Pennsylvania
$730K -$50.9K -870 -7%
TI
1420
Truepoint Inc
Ohio
$728K +$35.1K +600 +5%
SWM
1421
Shelton Wealth Management
Texas
$728K +$16K +274 +2%
TSMHT
1422
Thurston Springer Miller Herd & Titak
Indiana
$727K +$727K +12,426 New
SA
1423
Strategic Advocates
Utah
$725K -$573K -9,798 -44%
AF
1424
Alerus Financial
North Dakota
$723K – – –
CMP
1425
Courage Miller Partners
Virginia
$721K +$1.11K +19 +0.2%
55 56
57
58 59