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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
$1.71B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.67B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.58B
4
UBS Group
UBS Group
Switzerland
$1.54B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.6B

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$460K
2
SFC
Strategic Financial Concepts
Texas
$4.49M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$389M
4
HNB
Huntington National Bank
Ohio
$258M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
MCF Advisors
Kentucky
$64.2M +$2.42M +38,843 +4%
HI
127
Harbour Investments
Wisconsin
$63.8M +$56.4M +904,671 +761%
PAG
128
Private Advisor Group
New Jersey
$63.7M +$4.25M +68,200 +7%
CAL
129
Capital Analysts LLC
Pennsylvania
$62.9M +$983K +15,768 +2%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$62.9M -$6.2M -99,435 -9%
AT
131
American Trust
Kentucky
$62.8M +$1.33M +21,379 +2%
DWM
132
Destination Wealth Management
California
$62.7M +$742K +11,902 +1%
FHA
133
First Horizon Advisors
Tennessee
$61.2M +$651K +10,442 +1%
WTC
134
WhitTier Trust Company
Nevada
$61M +$350K +5,620 +0.6%
AllianceBernstein
135
AllianceBernstein
Tennessee
$60.2M +$10.7M +172,047 +22%
CA
136
Clearstead Advisors
Ohio
$59.7M +$1.22M +19,584 +2%
VA
137
Valmark Advisers
Ohio
$59.2M -$677K -10,871 -1%
BSB
138
Bangor Savings Bank
Maine
$58.7M +$58K +930 +0.1%
CPIG
139
Chicago Partners Investment Group
Illinois
$57.6M +$831K +13,332 +1%
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$57.4M -$4.05M -65,030 -7%
AWA
141
Alaska Wealth Advisors
Alaska
$56.5M -$1.52M -24,427 -3%
AF
142
Arrow Financial
New York
$55.2M -$407K -6,530 -0.7%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$55.1M -$2.33M -37,425 -4%
PRA
144
Pine Ridge Advisers
New York
$54.5M +$1.23M +19,685 +2%
MWM
145
Modera Wealth Management
New Jersey
$51.8M -$1.1M -17,618 -2%
WPA
146
West Paces Advisors
Georgia
$51.4M +$575K +9,230 +1%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$50.9M -$17.5M -281,252 -26%
Manulife (Manufacturers Life Insurance)
148
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.5M +$1.32M +21,153 +3%
CFG
149
CKW Financial Group
Hawaii
$50.4M +$332K +5,365 +0.7%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$50.3M -$51.4M -825,430 -51%
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