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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 %
CA
1851
Carson Advisory
Georgia
$352K +$62.6K +1,005 +22%
BTW
1852
Boston Trust Walden
Massachusetts
$351K +$9.04K +145 +3%
LWM
1853
Latko Wealth Management
Illinois
$351K +$351K +5,624 New
SRWM
1854
Shira Ridge Wealth Management
California
$350K +$13.6K +218 +4%
BO
1855
Bank OZK
Arkansas
$350K +$27.6K +443 +9%
TBNY
1856
Trustco Bank (New York)
New York
$349K – – –
MWM
1857
McNaughton Wealth Management
California
$349K – – –
FFO
1858
Fiduciary Family Office
Florida
$347K – – –
LA
1859
LVW Advisors
New York
$347K +$24.9K +400 +8%
DWA
1860
Douglass Winthrop Advisors
New York
$346K +$84.1K +1,350 +32%
SAM
1861
Strategy Asset Managers
California
$346K +$279K +4,472 +412%
BWP
1862
Bernardo Wealth Planning
Pennsylvania
$345K +$1.92K +30 +0.6%
HFO
1863
Heritage Family Offices
Arizona
$343K -$3.43K -55 -1%
BCM
1864
BTC Capital Management
Iowa
$342K +$44.2K +710 +15%
CCFM
1865
Clear Creek Financial Management
Washington
$342K -$46.6K -747 -12%
SVCP
1866
Silicon Valley Capital Partners
California
$341K +$1.31K +21 +0.4%
DJSG
1867
D.J. St. Germain
Massachusetts
$340K -$34K -546 -9%
ES
1868
Eagle Strategies
New York
$340K +$5.3K +85 +2%
PD
1869
Planning Directions
Pennsylvania
$338K +$1.31K +21 +0.4%
TSW
1870
Thompson Siegel & Walmsley
Virginia
$338K +$96.2K +1,543 +40%
SP
1871
Successful Portfolios
Florida
$338K +$5.42K +87 +2%
HWM
1872
Hohimer Wealth Management
Washington
$337K -$7.17K -115 -2%
PIM
1873
Penobscot Investment Management
Massachusetts
$337K +$337K +5,400 New
GHAM
1874
Gilman Hill Asset Management
Connecticut
$333K – – –
SWM
1875
Segment Wealth Management
Texas
$333K – – –
73 74
75
76 77