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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
33.02%
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
1
Raymond James & Associates
Florida
$1.71B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.67B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.58B
4
UBS Group
4
UBS Group
Switzerland
$1.54B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.6B

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$460K
2
SFC
2
Strategic Financial Concepts
Texas
$4.49M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$389M
4
HNB
4
Huntington National Bank
Ohio
$258M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
151
MainStreet Investment Advisors
Illinois
$50.2M -$9.9M -158,857 -16%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$49.7M -$16M -256,763 -24%
FTWA
153
Fifth Third Wealth Advisors
Ohio
$49.6M +$8.41M +134,907 +20%
FHB
154
First Hawaiian Bank
Hawaii
$48.9M -$5.41M -86,769 -10%
CWM
155
Congress Wealth Management
Massachusetts
$48.5M +$39.1M +628,140 +418%
HFS
156
HBC Financial Services
Washington
$48.3M -$216K -3,445 -0.4%
JFA
157
JNBA Financial Advisors
Minnesota
$47.1M -$340K -5,453 -0.7%
CA
158
Crewe Advisors
Utah
$47.1M +$2.82M +45,315 +6%
FBFS
159
First Business Financial Services
Wisconsin
$46.7M -$614K -9,857 -1%
CL
160
Choreo LLC
Illinois
$46.6M +$11.3M +182,080 +32%
PI
161
PineBridge Investments
New York
$46.5M +$46.5M +746,750 New
BOS
162
Bank of Stockton
California
$46.4M -$206K -3,313 -0.4%
T
163
TrueFG
Texas
$46.4M +$1.53M +24,573 +3%
MW
164
MBL Wealth
North Carolina
$46.2M +$507K +8,137 +1%
AWM
165
Axxcess Wealth Management
California
$45.7M +$536K +8,596 +1%
QCG
166
Quadrant Capital Group
Ohio
$45.5M +$571K +9,168 +1%
MFG
167
Magnus Financial Group
New York
$45.2M +$1.63M +26,211 +4%
EWM
168
Evermay Wealth Management
Virginia
$44.2M -$1.57M -25,159 -3%
JAG
169
Journey Advisory Group
Kentucky
$43.7M -$10.2K -175 -0%
VFA
170
Voya Financial Advisors
Connecticut
$43.6M +$262K +4,215 +0.6%
Fiera Capital (Canada)
171
Fiera Capital (Canada)
Quebec, Canada
$43.1M -$1.13M -18,197 -3%
JWA
172
JFS Wealth Advisors
Pennsylvania
$42.9M +$1.09M +17,556 +3%
RIS
173
Retirement Income Solutions
Michigan
$42.8M +$874K +14,028 +2%
PGA
174
Portland Global Advisors
Maine
$42.1M +$1.31M +21,023 +3%
W
175
Wealthquest
Ohio
$42M +$8.22M +132,885 +24%
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