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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
$1.42B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.08B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.88B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$591M
5
LPL Financial
LPL Financial
California
$2.34B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$229M
2
GA
GFS Advisors
Texas
$11M
3
BWIA
Bryant Woods Investment Advisors
New York
$19.8M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
Rafferty Asset Management
Rafferty Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
151
CKW Financial Group
Hawaii
$46.9M +$126K +2,175 +0.3%
AllianceBernstein
152
AllianceBernstein
Tennessee
$46.4M +$18.6M +318,177 +67%
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.2M +$1.31M +22,327 +3%
SWA
154
Sax Wealth Advisors
New Jersey
$45.7M +$1.14M +19,454 +3%
IWC
155
Integrated Wealth Concepts
Massachusetts
$45.4M -$30.3K -517 -0.1%
JFA
156
JNBA Financial Advisors
Minnesota
$44.5M -$1.4M -23,956 -3%
FBFS
157
First Business Financial Services
Wisconsin
$44.4M -$229K -3,915 -0.5%
BOS
158
Bank of Stockton
California
$43.8M -$25.7K -440 -0.1%
JAG
159
Journey Advisory Group
Kentucky
$43.7M +$505K +8,638 +1%
EWM
160
Evermay Wealth Management
Virginia
$43M -$268K -4,582 -0.6%
MW
161
MBL Wealth
North Carolina
$42.9M +$1.9M +32,442 +5%
AWM
162
Axxcess Wealth Management
California
$42.4M -$413K -7,051 -1%
GBT
163
Grove Bank & Trust
Florida
$42.3M +$1.68M +28,748 +4%
QCG
164
Quadrant Capital Group
Ohio
$42.2M +$861K +14,714 +2%
T
165
TrueFG
Texas
$42.1M +$548K +9,360 +1%
Fiera Capital (Canada)
166
Fiera Capital (Canada)
Quebec, Canada
$41.6M -$99.4K -1,698 -0.2%
CA
167
Crewe Advisors
Utah
$41.5M +$2.35M +40,213 +6%
MFG
168
Magnus Financial Group
New York
$40.9M +$489K +8,349 +1%
Citigroup
169
Citigroup
New York
$40.8M +$12.1M +207,449 +42%
VFA
170
Voya Financial Advisors
Connecticut
$40.7M -$3.79M -64,999 -9%
FMWA
171
Forvis Mazars Wealth Advisors
Missouri
$40.3M -$2.27M -38,774 -5%
AAS
172
Ameritas Advisory Services
Nebraska
$39.9M +$1.19M +20,399 +3%
RIS
173
Retirement Income Solutions
Michigan
$39.4M -$1.65M -28,272 -4%
JWA
174
JFS Wealth Advisors
Pennsylvania
$39.3M -$181K -3,097 -0.5%
CTA
175
Chesley Taft & Associates
Illinois
$38.8M +$448K +7,657 +1%
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