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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 %
FGA
1626
Fortis Group Advisors
New Jersey
$545K -$118K -1,889 -18%
WCP
1627
Wick Capital Partners
Pennsylvania
$543K +$374 +6 +0.1%
CIC
1628
Cutler Investment Counsel
Oregon
$542K +$935 +15 +0.2%
OPWM
1629
Oxinas Partners Wealth Management
Indiana
$541K – – –
TPW
1630
Transatlantique Private Wealth
New York
$537K -$7.48K -120 -1%
HWM
1631
Hemington Wealth Management
Virginia
$537K +$175K +2,827 +48%
ME
1632
McIlrath & Eck
Washington
$536K +$75.5K +1,211 +16%
CWM
1633
Collaborative Wealth Management
Florida
$534K -$14.6K -234 -3%
BSHC
1634
Breed's Hill Capital
Massachusetts
$533K – – –
NAMP
1635
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$531K – – –
WAM
1636
WNY Asset Management
New York
$531K – – –
FF
1637
Financial Futures
New Jersey
$528K -$2.62K -42 -0.5%
CSB
1638
City State Bank
Iowa
$528K -$34.3K -550 -6%
MFG
1639
Mendota Financial Group
Wisconsin
$528K -$62.3K -999 -11%
SMA
1640
Seven Mile Advisory
New Jersey
$525K +$9.1K +146 +2%
Legal & General Group
1641
Legal & General Group
United Kingdom
$524K -$1.26M -20,200 -71%
SRC
1642
Sage Rhino Capital
California
$523K – – –
BC
1643
Burney Company
Virginia
$522K +$374 +6 +0.1%
APW
1644
Aurora Private Wealth
New Jersey
$521K -$56.3K -903 -10%
CSWM
1645
Cassady Schiller Wealth Management
Ohio
$520K – – –
E3F
1646
Eight 31 Financial
Texas
$519K +$36.7K +589 +8%
WP
1647
WMS Partners
Maryland
$519K +$218K +3,490 +72%
TW
1648
Towerpoint Wealth
California
$518K +$12.6K +202 +2%
TWM
1649
TriaGen Wealth Management
California
$516K +$89K +1,428 +21%
AWA
1650
Alta Wealth Advisors
Massachusetts
$516K +$4.05K +65 +0.8%
64 65
66
67 68