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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,436 hedge funds and large institutions have $77.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 1,087 increasing their positions, 740 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+154
Holders Change %
+6.75%
% of All Funds
32.42%
Holding in Top 10
387
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+10.57%
% of All Funds
5.15%
New
282
Increased
1,087
Reduced
740
Closed
81
Calls
$43.3M
Puts
$4.04M
Net Calls
+$39.2M
Net Calls Change
-$8.04M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$401M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$263M
4
SV
Starboard Value
New York
+$247M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$235M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$258M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$162M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$120M
4
IAIM
International Assets Investment Management
Florida
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITC
1801
Inspire Trust Company
Nevada
$475K – – –
CWM
1802
Collaborative Wealth Management
Florida
$475K -$59.1K -949 -11%
SSWM
1803
Smith Salley Wealth Management
North Carolina
$475K +$15.6K +250 +3%
FF
1804
Friedenthal Financial
New Jersey
$474K -$1.31K -21 -0.3%
OFS
1805
OneAscent Financial Services
Alabama
$473K +$473K +7,583 New
C
1806
Certuity
Florida
$473K -$499K -7,885 -51%
WCP
1807
Wealthcare Capital Partners
Pennsylvania
$470K +$470K +7,540 New
PWM
1808
Paulson Wealth Management
Illinois
$469K -$8.41K -135 -2%
NG
1809
Norden Group
Utah
$468K -$11.6K -186 -2%
PB
1810
Prime Buchholz
New Hampshire
$467K +$467K +7,488 New
NCM
1811
Northwest Capital Management
Oregon
$464K – – –
GSAM
1812
Grant Street Asset Management
Pennsylvania
$463K +$2.37K +38 +0.5%
AW
1813
Avion Wealth
Texas
$463K – – –
LSA
1814
Lion Street Advisors
Texas
$462K +$31.5K +506 +7%
VAF
1815
Values Added Financial
District of Columbia
$461K – – –
HWM
1816
Hohimer Wealth Management
Washington
$458K +$121K +1,945 +36%
LOPW
1817
Live Oak Private Wealth
North Carolina
$458K -$4.99K -80 -1%
PWP
1818
Perfromance Wealth Partners
Illinois
$457K – – –
PWS
1819
Peterson Wealth Services
Utah
$456K -$2.31K -37 -0.5%
NAS
1820
Nicolet Advisory Services
Wisconsin
$455K +$1.8K +29 +0.4%
WAM
1821
WNY Asset Management
New York
$455K -$76K -1,220 -14%
PP
1822
Patten & Patten
Tennessee
$454K -$10.6K -170 -2%
CFGW
1823
Chancellor Financial Group WB
Pennsylvania
$452K +$452K +7,261 New
MIAS
1824
Mason Investment Advisory Services
Virginia
$452K +$1.62K +26 +0.4%
BWL
1825
Bogart Wealth LLC
Virginia
$452K -$21.8K -350 -5%
71 72
73
74 75