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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,436 hedge funds and large institutions have $77.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 1,087 increasing their positions, 740 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+154
Holders Change %
+6.75%
% of All Funds
32.42%
Holding in Top 10
387
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+10.57%
% of All Funds
5.15%
New
282
Increased
1,087
Reduced
740
Closed
81
Calls
$43.3M
Puts
$4.04M
Net Calls
+$39.2M
Net Calls Change
-$8.04M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$401M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$263M
4
SV
Starboard Value
New York
+$247M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$235M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$258M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$162M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$120M
4
IAIM
International Assets Investment Management
Florida
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1451
ERTS Wealth Advisors
Michigan
$912K -$325K -5,208 -26%
PWMG
1452
Private Wealth Management Group
New Jersey
$912K – – –
GPA
1453
Garrison Point Advisors
California
$910K +$70.1K +1,125 +8%
KSWA
1454
Kathleen S. Wright Associates
Pennsylvania
$909K +$2.93K +47 +0.3%
DSA
1455
Droms Strauss Advisors
Missouri
$906K +$374 +6 +0%
RWS
1456
Retirement Wealth Solutions
Wisconsin
$905K +$905K +14,630 New
FAI
1457
Fiduciary Advisors Inc
Missouri
$905K +$905K +14,525 New
SEEDPG
1458
S.E.E.D. Planning Group
New York
$904K -$935 -15 -0.1%
BCM
1459
Brookmont Capital Management
Texas
$904K -$134K -2,158 -13%
KA
1460
Kooman & Associates
Pennsylvania
$904K -$748 -12 -0.1%
LWM
1461
Lakeridge Wealth Management
Ohio
$902K +$59.3K +951 +7%
AAMC
1462
Asset Allocation & Management Company
Illinois
$901K – – –
WFA
1463
Wells Financial Advisors
Massachusetts
$900K -$11.8K -190 -1%
ICP
1464
Interchange Capital Partners
Pennsylvania
$900K -$43.5K -698 -5%
RFP
1465
Root Financial Partners
California
$897K +$287K +4,611 +47%
WDG
1466
Wealth Dimensions Group
Ohio
$897K +$119K +1,913 +15%
CCA
1467
Conservest Capital Advisors
Pennsylvania
$895K +$6.85K +110 +0.8%
TPW
1468
TL Private Wealth
Texas
$895K +$8.44K +132 +1%
MLL
1469
Moody Lynn & Lieberson
Massachusetts
$894K +$6.79K +109 +0.8%
WMWM
1470
Whitaker-Myers Wealth Managers
Ohio
$891K +$65.1K +1,044 +8%
TIM
1471
Thompson Investment Management
Wisconsin
$889K +$28K +450 +3%
CWM
1472
CCG Wealth Management
California
$880K -$17.9K -288 -2%
BCA
1473
Bay Colony Advisors
Massachusetts
$879K -$7.54K -121 -0.9%
CAM
1474
Carret Asset Management
New York
$878K -$2.8K -45 -0.3%
GKIM
1475
GW&K Investment Management
Massachusetts
$877K +$215K +3,447 +32%
57 58
59
60 61