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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 %
FF
1776
Fox Financial
Pennsylvania
$353K -$7.32K -125 -2%
FCG
1777
Fielder Capital Group
Tennessee
$352K +$352K +6,012 New
DJSG
1778
D.J. St. Germain
Massachusetts
$351K +$19K +324 +6%
PSA
1779
Plum Street Advisors
Louisiana
$351K – – –
AA
1780
Auxano Advisors
Washington
$350K +$936 +16 +0.3%
WAL
1781
W Advisors LLC
Tennessee
$348K – – –
UAG
1782
United Advisor Group
Ohio
$348K +$148K +2,529 +74%
JC
1783
Jentner Corp
Ohio
$345K – – –
FFM
1784
Forum Financial Management
Illinois
$345K +$74.8K +1,279 +28%
PCM
1785
Princeton Capital Management
New Jersey
$345K – – –
TFM
1786
TFC Financial Management
Massachusetts
$344K +$117 +2 +0%
JC
1787
JB Capital
Connecticut
$344K -$80.1K -1,369 -19%
FC
1788
Forte Capital
New York
$344K +$89.5K +1,530 +35%
PP
1789
Pacifica Partners
Canada
$344K +$119K +2,034 +53%
VCAM
1790
Van Cleef Asset Management
Ohio
$344K -$54.4K -930 -14%
AWAG
1791
ARS Wealth Advisors Group
Florida
$342K – – –
HWM
1792
Hemington Wealth Management
Virginia
$342K -$127K -2,175 -27%
ADL
1793
Asset Dedication LLC
California
$341K – – –
GWM
1794
Gray Wealth Management
Maine
$341K -$12.2K -208 -3%
ACM
1795
Advance Capital Management
Michigan
$339K – – –
MW
1796
Maia Wealth
Colorado
$339K +$339K +5,580 New
RFG
1797
REAP Financial Group
Texas
$338K – – –
ACI
1798
Alpha Cubed Investments
California
$338K +$56.8K +970 +20%
AWM
1799
Avaii Wealth Management
Wisconsin
$337K – – –
FA
1800
Fountainhead AM
New Jersey
$337K -$119K -2,035 -26%
70 71
72
73 74