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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,436 hedge funds and large institutions have $77.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 1,087 increasing their positions, 740 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+154
Holders Change %
+6.75%
% of All Funds
32.42%
Holding in Top 10
387
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+10.57%
% of All Funds
5.15%
New
282
Increased
1,087
Reduced
740
Closed
81
Calls
$43.3M
Puts
$4.04M
Net Calls
+$39.2M
Net Calls Change
-$8.04M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$401M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$263M
4
SV
Starboard Value
New York
+$247M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$235M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$258M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$162M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$120M
4
IAIM
International Assets Investment Management
Florida
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1551
Archvest Wealth Advisors
California
$748K -$118K -1,890 -14%
SBLIC
1552
Security Benefit Life Insurance Company
Kansas
$748K +$143K +2,300 +24%
FFG
1553
Fortress Financial Group
Minnesota
$748K +$748K +11,997 New
ECM
1554
EagleClaw Capital Management
Massachusetts
$747K – – –
NIWA
1555
New Insight Wealth Advisors
California
$746K +$3.37K +54 +0.5%
BWM
1556
BKM Wealth Management
Wisconsin
$745K +$623 +10 +0.1%
WF
1557
Warner Financial
Maryland
$743K +$95.8K +1,538 +15%
SWM
1558
SFG Wealth Management
Maryland
$743K +$15.1K +243 +2%
LWM
1559
Luminvest Wealth Management
Arizona
$742K – – –
MFC
1560
Morris Financial Concepts
South Carolina
$741K -$12.6K -203 -2%
NG
1561
NWK Group
California
$741K +$14.5K +233 +2%
AA
1562
Armis Advisers
Georgia
$740K +$740K +11,880 New
HWA
1563
Hilltop Wealth Advisors
North Carolina
$739K -$38.3K -614 -5%
SNB
1564
Security National Bank
Nebraska
$738K +$171K +2,750 +30%
NB
1565
Nicolet Bankshares
Wisconsin
$737K – – –
KWS
1566
Keystone Wealth Services
California
$736K +$68.1K +1,093 +10%
CPA
1567
Cardiff Park Advisors
California
$736K +$1.31K +21 +0.2%
FWP
1568
Falcon Wealth Planning
California
$735K +$272K +4,366 +59%
IPW
1569
Intergy Private Wealth
Colorado
$732K +$62 +1 +0%
EB
1570
Emprise Bank
Kansas
$731K +$90.7K +1,456 +14%
GM
1571
GeoWealth Management
Illinois
$730K +$727K +11,662 +20,107%
SHA
1572
Seneca House Advisors
Virginia
$730K +$6.79K +109 +0.9%
PWA
1573
Primoris Wealth Advisors
Florida
$728K -$312 -5 -0%
RWM
1574
Ritholtz Wealth Management
New York
$727K -$43.4K -696 -6%
BOPW
1575
Brandywine Oak Private Wealth
Pennsylvania
$727K +$685 +11 +0.1%
61 62
63
64 65