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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 %
AF
1451
Alerus Financial
North Dakota
$770K – – –
PCG
1452
Prosperity Consulting Group
Maryland
$767K +$32.9K +528 +4%
LA
1453
LM Advisors
California
$767K – – –
UB
1454
Umpqua Bank
Oregon
$766K – – –
CMP
1455
Courage Miller Partners
Virginia
$764K -$3.37K -54 -0.4%
LWM
1456
Luminvest Wealth Management
Arizona
$761K – – –
Legacy Financial Group (Iowa)
1457
Legacy Financial Group (Iowa)
Iowa
$761K +$3.05K +49 +0.4%
EWM
1458
Executive Wealth Management
Michigan
$761K +$761K +12,206 New
LFA
1459
Legacy Financial Advisors
Kentucky
$760K -$56.1K -900 -7%
CCM
1460
Cambridge Capital Management
Illinois
$760K +$35.6K +571 +5%
TNB
1461
Thomasville National Bank
Georgia
$758K – – –
GEA
1462
Glen Eagle Advisors
New Jersey
$757K +$1.43K +23 +0.2%
NC
1463
Napatree Capital
Rhode Island
$754K +$124K +1,995 +20%
MFC
1464
Morris Financial Concepts
South Carolina
$754K -$13.3K -214 -2%
RZH
1465
Relyea Zuckerberg Hanson
Connecticut
$753K +$2.87K +46 +0.4%
TTWM
1466
TCV Trust & Wealth Management
Virginia
$753K -$184K -2,955 -20%
GWSA
1467
Global Wealth Strategies & Associates
Colorado
$752K +$108K +1,741 +17%
HWM
1468
Horizons Wealth Management
North Carolina
$752K -$18.8K -301 -2%
ECM
1469
EagleClaw Capital Management
Massachusetts
$747K – – –
VPIM
1470
Vanguard Personalized Indexing Management
California
$747K -$57.7K -926 -7%
SHJ
1471
Sharkey, Howes & Javer
Colorado
$746K -$16K -256 -2%
BWM
1472
BKM Wealth Management
Wisconsin
$745K -$33.1K -531 -4%
DP
1473
Dearborn Partners
Illinois
$744K +$16.8K +270 +2%
JBA
1474
Johnson Bixby & Associates
Washington
$743K -$133K -2,128 -15%
NIWA
1475
New Insight Wealth Advisors
California
$743K +$6.23K +100 +0.8%
57 58
59
60 61