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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 %
PD
1826
Planning Directions
Pennsylvania
$316K -$40.5K -692 -11%
MAM
1827
Milestone Asset Management
Pennsylvania
$315K +$315K +5,374 New
BWP
1828
Bernardo Wealth Planning
Pennsylvania
$314K – – –
ES
1829
Eagle Strategies
New York
$314K -$3M -51,226 -91%
GHAM
1830
Gilman Hill Asset Management
Connecticut
$313K -$12.6K -215 -4%
RW
1831
RVW Wealth
California
$313K – – –
SWM
1832
Segment Wealth Management
Texas
$312K – – –
SP
1833
Successful Portfolios
Florida
$312K -$24.1K -411 -7%
SW
1834
SkyOak Wealth
Michigan
$312K – – –
FP
1835
Financial Perspectives
Minnesota
$311K -$4.97K -85 -2%
MSWMA
1836
Market Street Wealth Management Advisors
Indiana
$311K -$24.6K -420 -7%
SWRP
1837
Summit Wealth & Retirement Planning
California
$309K – – –
EA
1838
Ellsworth Advisors
Ohio
$306K +$468 +8 +0.2%
MAV
1839
Mason & Associates (Virginia)
Virginia
$306K +$306K +5,223 New
EFG
1840
Ehrlich Financial Group
California
$305K -$400K -6,841 -57%
AA
1841
Addison Advisors
Vermont
$304K +$77K +1,315 +34%
CFO
1842
Custos Family Office
Texas
$304K +$351 +6 +0.1%
NCM
1843
Noesis Capital Mangement
Florida
$304K +$31.9K +545 +12%
LA
1844
LVW Advisors
New York
$303K +$63.2K +1,080 +26%
AWA
1845
Acorn Wealth Advisors
Michigan
$303K +$351 +6 +0.1%
BO
1846
Bank OZK
Arkansas
$302K -$7.61K -130 -2%
WIP
1847
WealthCare Investment Partners
Rhode Island
$302K +$28K +478 +10%
GLA
1848
Great Lakes Advisors
Illinois
$302K +$302K +5,165 New
NW
1849
Naviter Wealth
Arkansas
$301K +$301K +5,147 New
BP
1850
BCK Partners
New York
$301K -$4.1K -70 -1%
72 73
74
75 76