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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 %
IPW
1451
Intergy Private Wealth
Colorado
$688K +$59 +1 +0%
IDA
1452
Intelligence Driven Advisers
California
$686K +$1.76K +30 +0.3%
PWA
1453
Primoris Wealth Advisors
Florida
$684K – – –
IRAG
1454
Investment Research & Advisory Group
Georgia
$683K +$4.92K +84 +0.7%
DP
1455
Dearborn Partners
Illinois
$683K +$140K +2,398 +26%
SAM
1456
Summit Asset Management
Tennessee
$682K +$33.6K +575 +5%
CCM
1457
Cambridge Capital Management
Illinois
$680K +$351 +6 +0.1%
DTC
1458
Davidson Trust Company
Washington
$680K -$18.8K -321 -3%
FNBSF
1459
First National Bank Sioux Falls
South Dakota
$677K – – –
ERWM
1460
Elk River Wealth Management
Colorado
$677K -$7.61K -130 -1%
OPWM
1461
Oakwell Private Wealth Management
Texas
$676K – – –
SHA
1462
Seneca House Advisors
Virginia
$676K -$57.5K -982 -8%
HPM
1463
Hoxton Planning & Management
West Virginia
$673K -$32.9K -562 -5%
FFW
1464
Fusion Family Wealth
New York
$671K +$12.6K +215 +2%
RA
1465
Rise Advisors
New York
$667K +$1.81K +31 +0.3%
MCM
1466
McRae Capital Management
New Jersey
$665K +$2.99K +51 +0.5%
KL
1467
KWMG LLC
Kansas
$664K -$42K -718 -6%
S
1468
Sunpointe
Missouri
$664K +$664K +11,348 New
MSA
1469
Marathon Strategic Advisors
Pennsylvania
$663K +$663K +11,330 New
PIP
1470
Peachtree Investment Partners
Florida
$659K +$4.92K +84 +0.8%
ClearBridge Investments
1471
ClearBridge Investments
New York
$654K +$15.2K +260 +2%
SHF
1472
Stage Harbor Financial
Massachusetts
$654K -$24.4K -417 -4%
BOPW
1473
Brandywine Oak Private Wealth
Pennsylvania
$652K -$2.28K -39 -0.3%
CCP
1474
Clarkston Capital Partners
Michigan
$651K – – –
PWA
1475
Peterson Wealth Advisors
Utah
$651K +$1.64K +28 +0.3%
57 58
59
60 61