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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 %
PL
1476
Plancorp LLC
Missouri
$743K -$38K -609 -5%
WAG
1477
Windsor Advisory Group
Ohio
$740K +$740K +11,875 New
SHFA
1478
SC&H Financial Advisors
Maryland
$739K -$7.23K -116 -1%
NB
1479
Nicolet Bankshares
Wisconsin
$737K +$97.8K +1,570 +15%
CPA
1480
Cardiff Park Advisors
California
$735K +$1.12K +18 +0.2%
IPW
1481
Intergy Private Wealth
Colorado
$732K -$872 -14 -0.1%
PWA
1482
Primoris Wealth Advisors
Florida
$729K – – –
IDA
1483
Intelligence Driven Advisers
California
$729K -$1.87K -30 -0.3%
TFP
1484
Tilia Fiduciary Partners
North Carolina
$728K +$167K +2,674 +30%
SWM
1485
SFG Wealth Management
Maryland
$728K -$29.8K -478 -4%
BOPW
1486
Brandywine Oak Private Wealth
Pennsylvania
$727K +$32.1K +515 +5%
SAM
1487
Summit Asset Management
Tennessee
$726K – – –
NG
1488
NWK Group
California
$726K -$9.66K -155 -1%
KWM
1489
KFG Wealth Management
Indiana
$726K +$48.3K +775 +7%
SHA
1490
Seneca House Advisors
Virginia
$723K +$3.61K +58 +0.5%
FNBSF
1491
First National Bank Sioux Falls
South Dakota
$721K – – –
IIC
1492
Ironwood Investment Counsel
Arizona
$721K -$43.6K -700 -6%
MCM
1493
McRae Capital Management
New Jersey
$721K +$12.5K +201 +2%
OPWM
1494
Oakwell Private Wealth Management
Texas
$720K – – –
JWCA
1495
J.W. Coons Advisors
Ohio
$716K +$31.5K +505 +5%
ClearBridge Investments
1496
ClearBridge Investments
New York
$715K +$18.8K +301 +3%
HP
1497
Holistic Planning
Texas
$712K +$211K +3,379 +42%
I
1498
INVST
Indiana
$712K -$470K -7,548 -40%
SC
1499
Slow Capital
California
$710K +$710K +11,395 New
DTC
1500
Davidson Trust Company
Washington
$709K -$14.3K -229 -2%
58 59
60
61 62