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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 %
TYCC
1401
Texas Yale Capital Corp
Florida
$840K +$534K +8,564 +174%
GPA
1402
Garrison Point Advisors
California
$840K – – –
ACP
1403
Aveo Capital Partners
Colorado
$840K +$1.81K +29 +0.2%
SDWMA
1404
Schneider Downs Wealth Management Advisors
Pennsylvania
$838K -$282K -4,526 -25%
EFP
1405
EnRich Financial Partners
Wisconsin
$837K – – –
Fisher Asset Management
1406
Fisher Asset Management
Washington
$836K -$987K -15,839 -54%
D
1407
Diversified
Delaware
$835K -$108K -1,727 -11%
DE
1408
Diversified Enterprises
Delaware
$835K +$835K +13,403 New
FA
1409
FF Advisors
California
$835K -$83.7K -1,320 -9%
FI
1410
Financial Insights
Washington
$833K -$20.9K -335 -2%
RSS
1411
Rosenblum Silverman Sutton
California
$832K +$7.48K +120 +0.9%
CCWM
1412
Cassaday & Co Wealth Management
Virginia
$830K +$48.2K +774 +6%
WWM
1413
Wolff Wiese Magana
California
$829K +$256K +4,109 +45%
HC
1414
Hamilton Capital
Ohio
$828K +$33.4K +540 +4%
BIAS
1415
Beacon Investment Advisory Services
New Jersey
$827K -$23.7K -380 -3%
TIAM2
1416
Tru Independence Asset Management 2
Oregon
$826K +$826K +13,259 New
WMWM
1417
Whitaker-Myers Wealth Managers
Ohio
$826K -$28.1K -451 -3%
WC
1418
Westhampton Capital
North Carolina
$824K +$557K +8,935 +209%
PMFA
1419
Plante Moran Financial Advisors
Michigan
$823K +$59.5K +955 +8%
BWAM
1420
Boyd Watterson Asset Management
Ohio
$821K -$10.2K -163 -1%
FDCDDQ
1421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$819K +$166K +2,656 +25%
YWS
1422
Yarger Wealth Strategies
Ohio
$819K -$25.1K -402 -3%
MWM
1423
Merriman Wealth Management
Washington
$819K +$18.6K +298 +2%
BFA
1424
Bragg Financial Advisors
North Carolina
$817K – – –
SBIA
1425
Sheaff Brock Investment Advisors
Indiana
$813K – – –
55 56
57
58 59