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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 %
RRCM
1701
Rappaport Reiches Capital Management
Illinois
$417K – – –
TWP
1702
Tempus Wealth Planning
California
$413K -$56.8K -971 -12%
DWM
1703
Defined Wealth Management
Oregon
$412K -$3.04K -52 -0.7%
FWP
1704
Falcon Wealth Planning
California
$411K – – –
AIP
1705
ARS Investment Partners
New York
$410K – – –
MAC
1706
Mason & Associates (California)
California
$409K -$39.8K -680 -9%
MSCM
1707
McElhenny Sheffield Capital Management
Texas
$407K +$21.9K +375 +6%
IC
1708
Innealta Capital
Texas
$407K -$43.1K -737 -10%
OAM
1709
Occidental Asset Management
California
$407K -$11.1K -189 -3%
GWM
1710
Greenhouse Wealth Management
Connecticut
$406K +$1.11K +19 +0.3%
SFG
1711
Sunburst Financial Group
Alabama
$406K +$8.78K +150 +2%
LOPW
1712
Live Oak Private Wealth
North Carolina
$403K +$21K +358 +5%
KWM
1713
Keebeck Wealth Management
Illinois
$403K -$51.2K -875 -11%
TWM
1714
TriaGen Wealth Management
California
$401K +$174K +2,968 +76%
PAA
1715
Peregrine Asset Advisers
Oregon
$401K – – –
BWM
1716
BCGM Wealth Management
Indiana
$400K -$54.9K -938 -12%
WPP
1717
Whalerock Point Partners
Rhode Island
$399K -$20.2K -345 -5%
DCM
1718
Donaldson Capital Management
Indiana
$398K +$398K +6,801 New
MFP
1719
Meridian Financial Partners
Virginia
$396K +$396K +6,535 New
OIA
1720
Optimum Investment Advisors
Illinois
$396K – – –
LA
1721
LexAurum Advisors
Kansas
$395K -$31.4K -536 -7%
FGG
1722
Financial Guidance Group
Florida
$394K – – –
CFAM
1723
Center For Asset Management
Florida
$394K – – –
Russell Investments Group
1724
Russell Investments Group
United Kingdom
$392K +$206K +3,521 +111%
ACM
1725
AlphaStar Capital Management
North Carolina
$392K +$75.8K +1,295 +24%
67 68
69
70 71