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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 %
PGIM
1651
Pacific Global Investment Management
California
$514K – – –
PCS
1652
Personal CFO Solutions
New Jersey
$514K +$41.9K +673 +9%
SCP
1653
Sandhill Capital Partners
New York
$513K +$9.41K +151 +2%
SPWG
1654
Syntegra Private Wealth Group
Missouri
$513K +$748 +12 +0.1%
KFA
1655
Kelleher Financial Advisors
New York
$513K – – –
FPCG
1656
Fort Pitt Capital Group
Pennsylvania
$512K +$4.92K +79 +1%
HFAS
1657
Hummer Financial Advisory Services
Illinois
$512K -$15.6K -250 -3%
SOAMC
1658
Spirit of America Management Corp
New York
$511K -$33.3K -535 -6%
SIA
1659
SGL Investment Advisors
Montana
$510K +$510K +7,865 New
LAM
1660
Lewis Asset Management
California
$510K +$9.47K +152 +2%
FSA
1661
Fort Sheridan Advisors
Illinois
$508K – – –
1WA
1662
180 Wealth Advisors
Washington
$507K +$2.56K +41 +0.5%
SFO
1663
Stokes Family Office
Louisiana
$506K -$3.12K -50 -0.6%
SFP
1664
Strategic Financial Partners
Oregon
$506K -$7.17K -115 -1%
Renaissance Technologies
1665
Renaissance Technologies
New York
$505K -$1.51M -24,300 -75%
WEG
1666
World Equity Group
Illinois
$504K +$19.7K +316 +4%
BTI
1667
Blue Trust Inc
Georgia
$503K -$24K -410 -5%
SEP
1668
Southland Equity Partners
Missouri
$503K -$7.1K -114 -1%
RBFC
1669
Roman Butler Fullerton & Co
Missouri
$503K -$2.53K -40 -0.5%
FCFC
1670
First Commonwealth Financial Corp
Pennsylvania
$501K – – –
IWP
1671
IAG Wealth Partners
Wisconsin
$501K +$43.4K +696 +9%
IAS
1672
IMA Advisory Services
Colorado
$500K +$500K +8,025 New
SCP
1673
Stevens Capital Partners
Nebraska
$500K -$7.29K -117 -1%
MWM
1674
Melfa Wealth Management
Massachusetts
$500K -$29.2K -468 -6%
AAM
1675
Augustine Asset Management
Florida
$499K – – –
65 66
67
68 69