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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 %
ITC
1701
Inspire Trust Company
Nevada
$475K +$67.1K +1,077 +16%
FF
1702
Friedenthal Financial
New Jersey
$475K +$59K +946 +14%
BWL
1703
Bogart Wealth LLC
Virginia
$474K +$2.81K +45 +0.6%
FMTC
1704
Farmers & Merchants Trust Company
California
$473K -$16.8K -270 -3%
HBW
1705
Hazlett, Burt & Watson
West Virginia
$473K -$25.3K -404 -5%
JLBC
1706
J.L. Bainbridge & Co
Florida
$471K – – –
LSIA
1707
LaSalle St. Investment Advisors
Illinois
$470K +$11.6K +187 +3%
DI
1708
DAGCO Inc
Ohio
$465K -$15.6K -250 -3%
PP
1709
Patten & Patten
Tennessee
$464K -$290K -4,655 -38%
NCM
1710
Northwest Capital Management
Oregon
$464K – – –
AW
1711
Avion Wealth
Texas
$463K – – –
LOPW
1712
Live Oak Private Wealth
North Carolina
$463K +$33.1K +531 +8%
FWP
1713
Falcon Wealth Planning
California
$463K +$25.4K +407 +6%
VAF
1714
Values Added Financial
District of Columbia
$461K – – –
GSAM
1715
Grant Street Asset Management
Pennsylvania
$461K +$10.5K +168 +2%
SWM
1716
Scissortail Wealth Management
Oklahoma
$460K -$677M -7,370 -100%
SSWM
1717
Smith Salley Wealth Management
North Carolina
$459K +$2.49K +40 +0.5%
PWS
1718
Peterson Wealth Services
Utah
$458K -$1.81K -29 -0.4%
EA
1719
Ellsworth Advisors
Ohio
$458K +$133K +2,126 +41%
PWP
1720
Perfromance Wealth Partners
Illinois
$457K -$1.56K -25 -0.3%
RFA
1721
Rollins Financial Advisors
New York
$457K +$125 +2 +0%
PP
1722
Pacifica Partners
Canada
$456K +$88.5K +1,420 +24%
GSEP
1723
Golden State Equity Partners
California
$454K +$173K +2,776 +61%
SCA
1724
STALEY CAPITAL ADVISERS
Pennsylvania
$452K -$26.5K -425 -6%
AFAS
1725
Acorn Financial Advisory Services
Virginia
$452K -$9.91K -159 -2%
67 68
69
70 71