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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 %
AIM
1576
Athena Investment Management
California
$601K +$125 +2 +0%
MPW
1577
Melone Private Wealth
Michigan
$601K -$9.35K -150 -2%
LA
1578
Latitude Advisors
Florida
$598K -$248K -3,975 -29%
RDWM
1579
Red Door Wealth Management
Tennessee
$596K +$216K +3,460 +57%
JWS
1580
Juncture Wealth Strategies
Arizona
$594K +$62 +1 +0%
PWA
1581
Peterson Wealth Advisors
Utah
$593K -$99.8K -1,602 -14%
GWANC
1582
Guardian Wealth Advisors (North Carolina)
North Carolina
$593K -$17.1K -275 -3%
RFS
1583
Richardson Financial Services
Massachusetts
$588K – – –
First Manhattan
1584
First Manhattan
New York
$587K – – –
SLG
1585
Stanley-Laman Group
Pennsylvania
$586K +$41.6K +668 +8%
SHIM
1586
Stone House Investment Management
Pennsylvania
$585K +$46.6K +747 +9%
FPWM
1587
FSB Premier Wealth Management
Iowa
$583K -$64.8K -1,040 -10%
PWP
1588
Private Wealth Partners
California
$583K +$3.74K +60 +0.6%
NHC
1589
Nicholas Hoffman & Company
Georgia
$582K +$561 +9 +0.1%
PIP
1590
Peachtree Investment Partners
Florida
$582K -$120K -1,926 -17%
WAG
1591
Wallace Advisory Group
California
$581K – – –
MIC
1592
Meridian Investment Counsel
California
$581K – – –
CCMG
1593
Clark Capital Management Group
Pennsylvania
$577K -$52.7K -845 -8%
LG
1594
LAM Group
Oregon
$576K – – –
PA
1595
Procyon Advisors
Connecticut
$574K -$484K -7,769 -46%
RPCA
1596
Running Point Capital Advisors
California
$572K – – –
VR
1597
Valued Retirements
Texas
$572K +$17K +272 +3%
MWM
1598
Modern Wealth Management
Kansas
$571K +$107K +1,715 +23%
GF
1599
Goodman Financial
Texas
$571K – – –
CNTOF
1600
Canandaigua National Trust of Florida
New York
$570K +$570K +9,140 New
62 63
64
65 66