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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 %
PAM
1651
Peak Asset Management
Colorado
$454K -$91.3K -1,560 -17%
NCM
1652
NCM Capital Management
New Jersey
$454K – – –
E3F
1653
Eight 31 Financial
Texas
$453K +$233K +3,975 +105%
ICM
1654
IMS Capital Management
Oregon
$453K – – –
FCA
1655
Fortis Capital Advisors
Kansas
$452K +$68.5K +1,171 +18%
DI
1656
DAGCO Inc
Ohio
$451K – – –
TL
1657
Tradewinds LLC
North Carolina
$451K +$451K +7,705 New
KAH
1658
Kathryn A. Hall
$451K – – –
SCA
1659
STALEY CAPITAL ADVISERS
Pennsylvania
$449K +$9.07K +155 +2%
SAM
1660
SP Asset Management
California
$449K +$42.6K +728 +10%
MSG
1661
Main Street Group
Virginia
$449K -$33K -569 -7%
CWM
1662
Concentric Wealth Management
California
$448K – – –
MHIC
1663
Marble Harbor Investment Counsel
Massachusetts
$447K – – –
PWM
1664
Paulson Wealth Management
Illinois
$446K – – –
PCS
1665
Personal CFO Solutions
New Jersey
$443K +$73.7K +1,259 +20%
BWL
1666
Bogart Wealth LLC
Virginia
$442K -$29.8K -510 -6%
JLBC
1667
J.L. Bainbridge & Co
Florida
$442K -$190K -3,250 -30%
WP
1668
WealthPLAN Partners
Nebraska
$440K -$967K -16,529 -69%
ERIM
1669
Eagle Ridge Investment Management
Connecticut
$440K +$54K +922 +14%
SAM
1670
Selway Asset Management
$439K – – –
TWM
1671
Tradition Wealth Management
Minnesota
$437K +$20.7K +354 +5%
MWM
1672
Modern Wealth Management
Kansas
$436K +$86.7K +1,482 +25%
NCM
1673
Northwest Capital Management
Oregon
$436K -$2.11K -36 -0.5%
AW
1674
Avion Wealth
Texas
$435K -$89.2K -1,525 -17%
TT
1675
TI-Trust
Illinois
$435K – – –
65 66
67
68 69