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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 %
DBIA
1551
Dumont & Blake Investment Advisors
New Jersey
$560K +$280K +4,787 +100%
EDRH
1552
Edmond de Rothschild Holding
Switzerland
$558K -$12.9K -220 -2%
JWS
1553
Juncture Wealth Strategies
Arizona
$557K -$82.2K -1,405 -13%
WF
1554
Warner Financial
Maryland
$557K +$8.79K +150 +2%
EL
1555
EQ LLC
Washington
$557K +$293 +5 +0.1%
SWM
1556
Selective Wealth Management
Virginia
$556K -$12.6K -219 -2%
MFG
1557
Mendota Financial Group
Wisconsin
$554K – – –
JFG
1558
JMG Financial Group
Illinois
$553K +$29.4K +502 +6%
First Manhattan
1559
First Manhattan
New York
$551K -$105K -1,790 -16%
FH
1560
FWG Holdings
Florida
$550K -$7.21K -118 -1%
SSA
1561
Sierra Summit Advisors
Nevada
$550K +$293K +5,000 +114%
BTI
1562
Blue Trust Inc
Georgia
$547K +$49.8K +820 +10%
NHC
1563
Nicholas Hoffman & Company
Georgia
$546K -$1.7K -29 -0.3%
MIC
1564
Meridian Investment Counsel
California
$545K – – –
SL
1565
SWMG LLC
Texas
$544K +$62.3K +1,065 +13%
PWP
1566
Private Wealth Partners
California
$544K – – –
FFA
1567
Founders Financial Alliance
North Carolina
$542K -$102K -1,749 -16%
APW
1568
Aurora Private Wealth
New Jersey
$542K +$761 +13 +0.1%
LG
1569
LAM Group
Oregon
$541K – – –
WWM
1570
Wolff Wiese Magana
California
$538K +$280K +4,792 +109%
TWP
1571
Tyche Wealth Partners
Texas
$538K -$22K -376 -4%
RPCA
1572
Running Point Capital Advisors
California
$538K +$5.85K +100 +1%
GF
1573
Goodman Financial
Texas
$536K +$536K +9,165 New
IA
1574
Inspire Advisors
Idaho
$536K +$255K +4,358 +91%
HGA
1575
Hobbs Group Advisors
South Carolina
$534K +$534K +9,118 New
61 62
63
64 65