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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 %
OWMIAS
1726
One Wealth Management Investment & Advisory Services
Florida
$391K -$7.2K -123 -2%
SF
1727
Safeguard Financial
Wisconsin
$391K +$59 +1 +0%
FF
1728
Friedenthal Financial
New Jersey
$391K -$75.1K -1,284 -16%
RCP
1729
Rothschild Capital Partners
New York
$389K +$25.9K +443 +7%
HAM
1730
Harmony Asset Management
Arizona
$388K +$702 +12 +0.2%
SCM
1731
Schnieders Capital Management
California
$385K -$43.6K -745 -10%
CWM
1732
Capital Wealth Management
Rhode Island
$384K -$113K -1,923 -23%
LWCFA
1733
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$384K -$7.47K -120 -2%
ITC
1734
Inspire Trust Company
Nevada
$383K +$383K +6,550 New
OBWG
1735
Onyx Bridge Wealth Group
New York
$383K +$117 +2 +0%
DWM
1736
Dopkins Wealth Management
New York
$382K – – –
TW
1737
Transform Wealth
Colorado
$382K -$22.6K -386 -6%
KPP
1738
Kings Path Partners
Texas
$381K +$381K +6,515 New
MPW
1739
MGO Private Wealth
California
$381K -$2.34K -40 -0.6%
PGAM
1740
Princeton Global Asset Management
New Jersey
$378K +$27.2K +465 +8%
MBFW
1741
Morton Brown Family Wealth
Pennsylvania
$378K -$137K -2,256 -27%
MTC
1742
McDaniel Terry & Co
Texas
$377K – – –
PWA
1743
Provenance Wealth Advisors
Florida
$376K +$120K +2,049 +47%
FM
1744
Foster & Motley
Ohio
$376K +$34K +580 +10%
LSA
1745
Lion Street Advisors
Texas
$375K +$298K +5,097 +389%
AIC
1746
Archer Investment Corporation
Indiana
$374K – – –
BCP
1747
Berkeley Capital Partners
Georgia
$374K -$15.4K -263 -4%
KC
1748
Kingfisher Capital
North Carolina
$374K +$1.05K +18 +0.3%
FVWA
1749
Foster Victor Wealth Advisors
South Carolina
$373K +$145K +2,334 +64%
RFG
1750
Range Financial Group
Oregon
$373K -$24.8K -424 -6%
68 69
70
71 72