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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 %
SP
1501
Stonebrook Private
Michigan
$620K -$124K -2,119 -17%
MWM
1502
Maltin Wealth Management
New Jersey
$620K -$32.4K -554 -5%
WAM
1503
Weatherly Asset Management
California
$619K -$13.2K -225 -2%
MCM
1504
Mitchell Capital Management
Kansas
$619K -$10.6K -181 -2%
SAM
1505
Sawgrass Asset Management
Florida
$617K +$201K +3,435 +48%
WJWM
1506
Williams Jones Wealth Management
New York
$616K – – –
FDCDDQ
1507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$614K +$138K +2,354 +29%
FFP
1508
FourThought Financial Partners
Florida
$613K -$3.69K -63 -0.6%
FWI
1509
Facet Wealth Inc
Maryland
$612K +$223K +3,623 +57%
PCA
1510
Prosperity Capital Advisors
Ohio
$611K -$110K -1,875 -15%
FPWM
1511
FSB Premier Wealth Management
Iowa
$608K -$65.1K -1,113 -10%
PAG
1512
Paladin Advisory Group
Iowa
$608K -$3.36K -58 -0.6%
HWM
1513
Howard Wealth Management
Connecticut
$607K +$410 +7 +0.1%
BFA
1514
Bill Few Associates
Pennsylvania
$607K -$54.2K -927 -8%
IA
1515
Insight Advisors
Pennsylvania
$606K +$9.71K +166 +2%
GKWIM
1516
Gerber Kawasaki Wealth & Investment Management
California
$605K +$21.7K +370 +4%
GWSA
1517
Global Wealth Strategies & Associates
Colorado
$605K -$30.1K -515 -5%
RWA
1518
Redhawk Wealth Advisors
Minnesota
$604K +$644 +11 +0.1%
BST
1519
Bath Savings Trust
Maine
$604K +$7.02K +120 +1%
ACM
1520
Absolute Capital Management
Pennsylvania
$603K +$603K +10,311 New
EB
1521
Emprise Bank
Kansas
$601K – – –
SI
1522
Seeds Investor
New York
$601K +$301K +5,139 +100%
APW
1523
Austin Private Wealth
Texas
$601K -$73.3K -1,253 -11%
TB
1524
Terril Brothers
Missouri
$600K – – –
NB
1525
Nicolet Bankshares
Wisconsin
$600K +$12.3K +210 +2%
59 60
61
62 63