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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 %
MWM
1601
Melfa Wealth Management
Massachusetts
$497K +$29.9K +511 +6%
RI
1602
Ridgewood Investments
New Jersey
$497K -$8.95K -153 -2%
HFAS
1603
Hummer Financial Advisory Services
Illinois
$495K – – –
SIAP
1604
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$492K – – –
SRC
1605
Sage Rhino Capital
California
$492K – – –
BC
1606
Burney Company
Virginia
$490K +$176 +3 +0%
GP
1607
Girard Partners
Pennsylvania
$490K -$31.3K -535 -6%
HP
1608
Holistic Planning
Texas
$489K -$21.6K -355 -4%
SIS
1609
Sound Income Strategies
Florida
$489K +$477K +8,159 +4,184%
CSWM
1610
Cassady Schiller Wealth Management
Ohio
$489K – – –
SRC
1611
Shufro Rose & Co
New York
$488K +$22.8K +390 +5%
FI
1612
FWG Investments
Kentucky
$488K +$22.8K +389 +5%
NG
1613
Norden Group
Utah
$487K -$99.3K -1,697 -17%
FTDI
1614
First Trust Direct Indexing
Massachusetts
$486K -$31.3K -535 -6%
CM
1615
Churchill Management
California
$485K +$485K +8,280 New
SMA
1616
Seven Mile Advisory
New Jersey
$484K +$16K +273 +3%
1WA
1617
180 Wealth Advisors
Washington
$484K -$8.01K -134 -2%
PGIM
1618
Pacific Global Investment Management
California
$483K – – –
SFP
1619
Strategic Financial Partners
Oregon
$482K – – –
KFA
1620
Kelleher Financial Advisors
New York
$481K – – –
AWA
1621
Alta Wealth Advisors
Massachusetts
$481K +$46K +786 +11%
SPWG
1622
Syntegra Private Wealth Group
Missouri
$481K -$12.9K -221 -3%
SEP
1623
Southland Equity Partners
Missouri
$479K -$5.15K -88 -1%
SFO
1624
Stokes Family Office
Louisiana
$478K +$936 +16 +0.2%
FSA
1625
Fort Sheridan Advisors
Illinois
$477K +$1.99K +34 +0.4%
63 64
65
66 67