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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 %
BWMG
1826
Barnes Wealth Management Group
California
$450K +$450K +7,220 New
DP
1827
DDD Partners
Washington
$449K +$4.18K +67 +0.9%
CA
1828
CapWealth Advisors
Tennessee
$449K – – –
LA
1829
Latitude Advisors
Florida
$449K -$149K -2,393 -25%
MSWM
1830
Mowery & Schoenfeld Wealth Management
Illinois
$449K +$449K +7,200 New
SWM
1831
Scissortail Wealth Management
Oklahoma
$446K +$446K +7,160 +143,200%
MAC
1832
Mason & Associates (California)
California
$446K +$10.9K +175 +3%
MPCL
1833
My Personal CFO LLC
Washington
$445K – – –
HT
1834
Heritage Trust
Oklahoma
$444K +$444K +7,124 New
ACM
1835
Ardent Capital Management
Ohio
$444K – – –
RC
1836
Roundview Capital
New Jersey
$443K +$28.9K +463 +7%
AWM
1837
Aries Wealth Management
Maine
$441K – – –
CP
1838
Capital Planning
Washington
$440K -$4.55K -73 -1%
SCA
1839
STALEY CAPITAL ADVISERS
Pennsylvania
$440K -$12.5K -200 -3%
MCM
1840
Mainstream Capital Management
California
$439K – – –
TWM
1841
Tradition Wealth Management
Minnesota
$438K -$3.49K -56 -0.8%
WF
1842
WoodTrust Financial
Wisconsin
$438K +$18.7K +300 +4%
PFM
1843
Potomac Fund Management
Florida
$437K +$437K +7,010 New
SAM
1844
Selway Asset Management
$436K – – –
GWM
1845
Greenhouse Wealth Management
Connecticut
$436K +$1.75K +28 +0.4%
MSCM
1846
McElhenny Sheffield Capital Management
Texas
$436K -$42.1K -675 -9%
BL
1847
Balentine LLC
Georgia
$435K – – –
TT
1848
TI-Trust
Illinois
$432K – – –
JSL
1849
JT Stratford LLC
Georgia
$431K +$3.61K +58 +0.8%
OAM
1850
Occidental Asset Management
California
$429K +$312 +5 +0.1%
72 73
74
75 76