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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 %
BIP
1476
Blueprint Investment Partners
North Carolina
$650K -$31.2K -533 -5%
KFI
1477
Key Financial Inc
Pennsylvania
$646K +$19.7K +336 +3%
AMM
1478
American Money Management
California
$645K +$878 +15 +0.1%
SA
1479
Strategic Advisors
New York
$644K -$324K -5,533 -33%
JWCA
1480
J.W. Coons Advisors
Ohio
$643K -$59 -1 -0%
FCH
1481
Freestone Capital Holdings
Washington
$643K +$49.5K +846 +8%
CPSC
1482
Carl P. Sherr & Co
Massachusetts
$642K – – –
W
1483
WPWealth
Texas
$641K -$11.1K -190 -2%
CCA
1484
Clarity Capital Advisors
Florida
$640K +$1.76K +30 +0.3%
ATC
1485
Adirondack Trust Company
New York
$637K – – –
KWM
1486
KFG Wealth Management
Indiana
$636K +$105K +1,791 +20%
OAM
1487
Oak Asset Management
California
$636K -$14.6K -250 -2%
PS
1488
Planned Solutions
California
$636K +$1.29K +22 +0.2%
SWM
1489
SeaCrest Wealth Management
New York
$633K -$212K -3,631 -25%
OCG
1490
Opus Capital Group
Ohio
$631K -$4.97K -85 -0.8%
FNWM
1491
Financial Network Wealth Management
Utah
$630K -$6.26K -107 -1%
TVAMP
1492
Tennessee Valley Asset Management Partners
Tennessee
$630K -$55.5K -949 -8%
RJTCONH
1493
Raymond James Trust Company of New Hampshire
New Hampshire
$630K -$5.5K -94 -0.9%
SAG
1494
Spotlight Asset Group
Illinois
$628K -$13.5K -230 -2%
ITIM
1495
Indiana Trust & Investment Management
Indiana
$627K -$43.3K -740 -6%
KWS
1496
Keystone Wealth Services
California
$627K – – –
GWM
1497
Graybill Wealth Management
Illinois
$622K +$259K +4,432 +71%
FGA
1498
Fortis Group Advisors
New Jersey
$622K +$13.7K +234 +2%
HWA
1499
HHM Wealth Advisors
Tennessee
$622K +$11.9K +203 +2%
EFN
1500
Equita Financial Network
Pennsylvania
$621K +$621K +10,617 New
58 59
60
61 62