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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 %
MPW
1751
MGO Private Wealth
California
$433K +$27.5K +441 +7%
TT
1752
TI-Trust
Illinois
$432K -$31K -497 -7%
FTDI
1753
First Trust Direct Indexing
Massachusetts
$431K -$87.1K -1,397 -17%
BHB
1754
Bank Hapoalim BM
Israel
$431K -$1.23M -19,727 -74%
LC
1755
Lavaca Capital
Texas
$431K +$431K +6,911 New
LSA
1756
Lion Street Advisors
Texas
$431K +$31.4K +503 +8%
CWA
1757
Canvas Wealth Advisors
Kansas
$430K +$182K +2,926 +74%
OAM
1758
Occidental Asset Management
California
$429K -$4.11K -66 -0.9%
VCM
1759
Vivaldi Capital Management
Illinois
$428K +$33.3K +535 +8%
JSL
1760
JT Stratford LLC
Georgia
$428K +$44.1K +708 +12%
PAA
1761
Peregrine Asset Advisers
Oregon
$427K – – –
KWM
1762
Keebeck Wealth Management
Illinois
$427K -$1.99K -32 -0.5%
OWMIAS
1763
One Wealth Management Investment & Advisory Services
Florida
$426K +$9.1K +146 +2%
WPP
1764
Whalerock Point Partners
Rhode Island
$425K – – –
ACM
1765
AlphaStar Capital Management
North Carolina
$425K +$7.6K +122 +2%
OIA
1766
Optimum Investment Advisors
Illinois
$421K – – –
OIS
1767
Okabena Investment Services
Minnesota
$421K +$421K +6,755 New
SFG
1768
Sunburst Financial Group
Alabama
$421K -$11.6K -186 -3%
SEM
1769
Strategic Equity Management
Arizona
$420K -$4.46M -71,630 -91%
FGG
1770
Financial Guidance Group
Florida
$420K – – –
IC
1771
Innealta Capital
Texas
$420K -$13.3K -214 -3%
CFAM
1772
Center For Asset Management
Florida
$420K – – –
WIP
1773
WealthCare Investment Partners
Rhode Island
$420K +$100K +1,619 +31%
WF
1774
WoodTrust Financial
Wisconsin
$419K -$662K -10,625 -61%
KPP
1775
Kings Path Partners
Texas
$418K +$11.5K +185 +3%
69 70
71
72 73