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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 %
MW
1826
Maia Wealth
Colorado
$368K +$19.5K +312 +6%
JC
1827
Jentner Corp
Ohio
$368K – – –
BAM
1828
BOS Asset Management
Illinois
$367K +$13.2K +212 +4%
OPCM
1829
Osborne Partners Capital Management
California
$367K +$367K +5,890 New
PCM
1830
Princeton Capital Management
New Jersey
$367K – – –
HWP
1831
Hibernia Wealth Partners
Louisiana
$367K +$367K +5,890 New
TFM
1832
TFC Financial Management
Massachusetts
$367K +$187 +3 +0.1%
VCAM
1833
Van Cleef Asset Management
Ohio
$366K – – –
IWA
1834
Icon Wealth Advisors
Texas
$365K +$134K +2,154 +58%
AWAG
1835
ARS Wealth Advisors Group
Florida
$364K – – –
SL
1836
Summitry LLC
California
$363K +$363K +5,823 New
GWM
1837
Gray Wealth Management
Maine
$363K +$125 +2 +0%
CWM
1838
Capital Wealth Management
Rhode Island
$363K -$46.7K -750 -11%
SA
1839
Strategic Advisors
New York
$362K -$324K -5,200 -47%
RFG
1840
REAP Financial Group
Texas
$360K – – –
HFRG
1841
Houlihan Financial Resource Group
Virginia
$359K +$359K +5,755 New
AWM
1842
Avaii Wealth Management
Wisconsin
$359K – – –
BSA
1843
Bull Street Advisors
Georgia
$358K – – –
PIFP
1844
Partners in Financial Planning
Virginia
$358K +$561 +9 +0.2%
FAM
1845
Family Asset Management
South Carolina
$357K -$187 -3 -0.1%
AWM
1846
Aberdeen Wealth Management
Illinois
$357K – – –
GCA
1847
Gradient Capital Advisors
California
$356K – – –
EFN
1848
Equita Financial Network
Pennsylvania
$354K -$307K -4,933 -46%
TF
1849
Trek Financial
Arizona
$354K -$23.7K -380 -6%
FA
1850
Fountainhead AM
New Jersey
$353K -$5.73K -92 -2%
72 73
74
75 76