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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 %
BSA
1801
Bull Street Advisors
Georgia
$336K – – –
PIFP
1802
Partners in Financial Planning
Virginia
$336K +$351 +6 +0.1%
FAM
1803
Family Asset Management
South Carolina
$335K -$59 -1 -0%
AWM
1804
Aberdeen Wealth Management
Illinois
$335K – – –
AO
1805
Advisor OS
Illinois
$335K -$60.5K -1,034 -15%
GCA
1806
Gradient Capital Advisors
California
$334K – – –
BAM
1807
BOS Asset Management
Illinois
$333K -$1.46K -25 -0.4%
RFWA
1808
RPg Family Wealth Advisory
Massachusetts
$332K – – –
PWMG
1809
Pinnacle Wealth Management Group
Michigan
$332K -$103K -1,758 -24%
BKA
1810
Brick & Kyle Associates
Pennsylvania
$331K +$331K +5,650 New
MAM
1811
Marquette Asset Management
Minnesota
$330K -$69.9K -1,194 -17%
LB
1812
Legacy Bridge
Iowa
$328K +$585 +10 +0.2%
TBNY
1813
Trustco Bank (New York)
New York
$328K -$59 -1 -0%
MWM
1814
McNaughton Wealth Management
California
$328K – – –
TLFA
1815
True Link Financial Advisors
California
$326K -$34.6K -591 -10%
FFO
1816
Fiduciary Family Office
Florida
$326K +$72.7K +1,242 +29%
HWMA
1817
Heritage Wealth Management (Arizona)
Arizona
$326K -$15K -256 -4%
HFO
1818
Heritage Family Offices
Arizona
$326K +$326K +5,566 New
HWM
1819
Hohimer Wealth Management
Washington
$323K -$11.4K -195 -3%
SMG
1820
Smart Money Group
Texas
$323K +$868 +14 +0.3%
WFAG
1821
Worth Financial Advisory Group
North Carolina
$322K -$70.2K -1,200 -18%
BTW
1822
Boston Trust Walden
Massachusetts
$321K – – –
SVCP
1823
Silicon Valley Capital Partners
California
$319K -$58.8K -1,004 -16%
MCM
1824
Mattern Capital Management
Colorado
$317K -$7.9K -135 -2%
SRWM
1825
Shira Ridge Wealth Management
California
$316K +$59 +1 +0%
71 72
73
74 75