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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 %
AFAS
1676
Acorn Financial Advisory Services
Virginia
$434K -$56.2K -960 -11%
VAF
1677
Values Added Financial
District of Columbia
$433K +$48.3K +825 +13%
ME
1678
McIlrath & Eck
Washington
$433K -$13.9K -238 -3%
PWS
1679
Peterson Wealth Services
Utah
$432K -$68.6K -1,172 -14%
X
1680
Xponance
Pennsylvania
$432K +$432K +7,379 New
SWM
1681
Scissortail Wealth Management
Oklahoma
$432K – – –
MWM
1682
Maripau Wealth Management
Indiana
$431K -$114K -1,942 -21%
LSIA
1683
LaSalle St. Investment Advisors
Illinois
$431K +$178K +3,047 +71%
PWP
1684
Perfromance Wealth Partners
Illinois
$430K – – –
PIA
1685
Powell Investment Advisors
Florida
$430K +$995 +17 +0.2%
IWP
1686
IAG Wealth Partners
Wisconsin
$430K +$73.7K +1,260 +21%
SSWM
1687
Smith Salley Wealth Management
North Carolina
$429K +$46.8K +800 +12%
RFA
1688
Rollins Financial Advisors
New York
$429K -$277K -4,728 -39%
NAS
1689
Nicolet Advisory Services
Wisconsin
$428K +$29.8K +510 +7%
CCFM
1690
Clear Creek Financial Management
Washington
$427K +$2.81K +41 +0.7%
OA
1691
Operose Advisors
Wisconsin
$427K +$644 +11 +0.2%
GSAM
1692
Grant Street Asset Management
Pennsylvania
$423K +$7.32K +125 +2%
MIAS
1693
Mason Investment Advisory Services
Virginia
$422K +$33.2K +568 +9%
CA
1694
CapWealth Advisors
Tennessee
$422K +$69.6K +1,190 +20%
SCTC
1695
Sanibel Captiva Trust Company
Florida
$421K +$37.5K +640 +10%
MPCL
1696
My Personal CFO LLC
Washington
$420K – – –
HT
1697
Heritage Trust
Oklahoma
$418K +$38.3K +655 +10%
DP
1698
DDD Partners
Washington
$418K +$117 +2 +0%
CP
1699
Capital Planning
Washington
$418K – – –
ACM
1700
Ardent Capital Management
Ohio
$417K -$154K -2,625 -27%
66 67
68
69 70