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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 %
NAS
1726
Nicolet Advisory Services
Wisconsin
$451K -$617 -10 -0.1%
MIAS
1727
Mason Investment Advisory Services
Virginia
$451K +$1.5K +24 +0.3%
CA
1728
CapWealth Advisors
Tennessee
$449K – – –
SCTC
1729
Sanibel Captiva Trust Company
Florida
$449K +$62 +1 +0%
4WM
1730
49 Wealth Management
Texas
$448K -$46.6K -748 -9%
HGERS
1731
Householder Group Estate & Retirement Specialist
Arizona
$446K +$140K +2,249 +46%
DP
1732
DDD Partners
Washington
$445K +$125 +2 +0%
MPCL
1733
My Personal CFO LLC
Washington
$445K -$2.49K -40 -0.6%
CP
1734
Capital Planning
Washington
$445K – – –
AFG
1735
Argent Financial Group
Louisiana
$444K +$444K +7,124 New
RRCM
1736
Rappaport Reiches Capital Management
Illinois
$444K – – –
ACM
1737
Ardent Capital Management
Ohio
$444K – – –
TWM
1738
Tradition Wealth Management
Minnesota
$442K -$23.5K -377 -5%
AWM
1739
Aries Wealth Management
Maine
$441K +$217K +3,486 +97%
MCM
1740
Mainstream Capital Management
California
$439K +$439K +7,049 New
FWI
1741
Facet Wealth Inc
Maryland
$437K -$180K -2,896 -29%
DWM
1742
Defined Wealth Management
Oregon
$437K -$1.87K -30 -0.4%
EP
1743
Edgestream Partners
New Jersey
$437K +$154K +2,470 +54%
FVWA
1744
Foster Victor Wealth Advisors
South Carolina
$437K +$63.4K +1,017 +17%
SAM
1745
Selway Asset Management
$436K -$31.2K -500 -7%
MAC
1746
Mason & Associates (California)
California
$435K – – –
BL
1747
Balentine LLC
Georgia
$435K +$293K +4,695 +205%
TWM
1748
Trueblood Wealth Management
Ohio
$435K +$201K +3,232 +86%
GWM
1749
Greenhouse Wealth Management
Connecticut
$434K +$1.56K +25 +0.4%
JC
1750
JB Capital
Connecticut
$434K +$67.5K +1,083 +18%
68 69
70
71 72