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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 %
LMKC
1751
L.M. Kohn & Company
Ohio
$373K -$43.2K -713 -10%
FMI
1752
F/M Investments
District of Columbia
$372K +$372K +6,365 New
VCM
1753
Vivaldi Capital Management
Illinois
$370K +$59 +1 +0%
JPMIA
1754
J.P. Marvel Investment Advisors
Massachusetts
$368K – – –
CST
1755
Charles Schwab Trust
Nevada
$368K -$1.46K -25 -0.4%
CPBTD
1756
Central Pacific Bank - Trust Division
Hawaii
$367K +$19.7K +337 +6%
AA
1757
Ashford Advisors
New York
$366K +$293K +5,000 +400%
KWA
1758
Kellett Wealth Advisors
Ohio
$365K +$17.8K +305 +5%
SWM
1759
Sugarloaf Wealth Management
Georgia
$362K -$21.5K -368 -6%
FB
1760
First Bancorp
Maine
$361K – – –
JSL
1761
JT Stratford LLC
Georgia
$360K -$5.74K -98 -2%
RC
1762
Roundview Capital
New Jersey
$360K +$1.29K +22 +0.4%
4FG
1763
4Thought Financial Group
New York
$360K +$111K +1,901 +45%
4WM
1764
4J Wealth Management
Virginia
$358K -$47.1K -804 -12%
RDWM
1765
Red Door Wealth Management
Tennessee
$357K +$40.4K +690 +13%
AL
1766
ADE LLC
Maryland
$357K -$2.87K -49 -0.8%
AGC
1767
Aspen Grove Capital
Colorado
$357K – – –
TAM
1768
Tucker Asset Management
Colorado
$357K – – –
ESBC
1769
E.S. Barr & Co
Kentucky
$356K +$7.32K +125 +2%
MCCA
1770
Mill Creek Capital Advisors
Pennsylvania
$355K – – –
FA
1771
Faithward Advisors
Pennsylvania
$355K – – –
TF
1772
Trek Financial
Arizona
$354K +$22.2K +380 +7%
HHAA
1773
Henry H. Armstrong Associates
Pennsylvania
$354K +$354K +6,050 New
MHWM
1774
Montz Harcus Wealth Management
Louisiana
$353K +$86K +1,470 +32%
MIS
1775
Morningstar Investment Services
Illinois
$353K +$353K +6,047 New
69 70
71
72 73