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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 %
WAM
1526
Weatherly Asset Management
California
$665K +$6.36K +102 +1%
GKIM
1527
GW&K Investment Management
Massachusetts
$663K +$45.7K +733 +7%
CCA
1528
Checchi Capital Advisers
California
$663K -$148K -2,375 -18%
SWM
1529
SeaCrest Wealth Management
New York
$662K -$12.2K -195 -2%
HWA
1530
HHM Wealth Advisors
Tennessee
$662K – – –
GKWIM
1531
Gerber Kawasaki Wealth & Investment Management
California
$658K +$13.6K +218 +2%
WJWM
1532
Williams Jones Wealth Management
New York
$656K – – –
TVAMP
1533
Tennessee Valley Asset Management Partners
Tennessee
$655K -$15.4K -247 -2%
PAG
1534
Paladin Advisory Group
Iowa
$653K – – –
EL
1535
EQ LLC
Washington
$653K +$60K +963 +10%
CW
1536
Code Waechter
Florida
$649K +$649K +10,407 New
HWM
1537
Howard Wealth Management
Connecticut
$647K +$623 +10 +0.1%
WF
1538
Warner Financial
Maryland
$647K +$54.6K +876 +9%
UAG
1539
United Advisor Group
Ohio
$647K +$277K +4,442 +75%
BFA
1540
Bill Few Associates
Pennsylvania
$647K +$312 +5 +0%
HFA
1541
High Falls Advisors
New York
$646K +$16.8K +269 +3%
BST
1542
Bath Savings Trust
Maine
$644K – – –
TWP
1543
Tyche Wealth Partners
Texas
$643K +$70.5K +1,132 +12%
EB
1544
Emprise Bank
Kansas
$640K – – –
TB
1545
Terril Brothers
Missouri
$639K – – –
EDRH
1546
Edmond de Rothschild Holding
Switzerland
$639K +$44.9K +720 +8%
OAM
1547
Oak Asset Management
California
$638K -$39.3K -630 -6%
JHCP
1548
Jackson Hole Capital Partners
Oklahoma
$636K +$3.68K +59 +0.6%
BI
1549
Ballast Inc
Kentucky
$635K +$35.3K +567 +6%
MCM
1550
Mitchell Capital Management
Kansas
$635K -$23.9K -383 -4%
60 61
62
63 64