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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
$1.42B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.08B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.88B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$591M
5
LPL Financial
LPL Financial
California
$2.34B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$229M
2
GA
GFS Advisors
Texas
$11M
3
BWIA
Bryant Woods Investment Advisors
New York
$19.8M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
Rafferty Asset Management
Rafferty Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
126
Avidian Wealth Enterprises
Texas
$58.9M +$3.54M +60,451 +6%
DWM
127
Destination Wealth Management
California
$58.2M -$714K -12,200 -1%
CAL
128
Capital Analysts LLC
Pennsylvania
$58.1M +$808K +13,799 +1%
MA
129
MCF Advisors
Kentucky
$58M +$567K +9,690 +1%
AT
130
American Trust
Kentucky
$57.7M -$84.2K -1,438 -0.1%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$57.7M -$5.14M -87,816 -8%
WTC
132
WhitTier Trust Company
Nevada
$57M +$75.8K +1,296 +0.1%
FHA
133
First Horizon Advisors
Tennessee
$56.9M -$710K -12,141 -1%
MIA
134
MainStreet Investment Advisors
Illinois
$56.4M +$42.7M +728,862 +310%
VA
135
Valmark Advisers
Ohio
$56.2M -$1.38M -23,608 -2%
CPIG
136
Chicago Partners Investment Group
Illinois
$56.1M +$637K +10,333 +1%
PAG
137
Private Advisor Group
New Jersey
$55.8M +$2.79M +47,752 +5%
WI
138
Wintrust Investments
Illinois
$55.8M +$2.32M +39,625 +4%
BSB
139
Bangor Savings Bank
Maine
$55M +$273K +4,661 +0.5%
CA
140
Clearstead Advisors
Ohio
$54.9M +$8.25M +140,913 +18%
AWA
141
Alaska Wealth Advisors
Alaska
$54.5M -$2.28M -38,929 -4%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$53.9M +$2.68M +45,773 +5%
AF
143
Arrow Financial
New York
$52.2M -$2.58M -44,088 -5%
BP
144
Ballentine Partners
Massachusetts
$52M -$1.25M -21,391 -2%
FHB
145
First Hawaiian Bank
Hawaii
$51M -$26.5M -453,496 -34%
PP
146
PDS Planning
Ohio
$50.3M +$1.36M +23,296 +3%
PRA
147
Pine Ridge Advisers
New York
$50M +$2.24M +38,355 +5%
MWM
148
Modera Wealth Management
New Jersey
$49.7M -$992K -16,953 -2%
WPA
149
West Paces Advisors
Georgia
$47.7M +$142K +2,429 +0.3%
HFS
150
HBC Financial Services
Washington
$47.5M -$548K -8,936 -1%
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