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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 %
VPP
1876
Vertex Planning Partners
Illinois
$285K -$3.16K -54 -1%
OWM
1877
Orgel Wealth Management
Wisconsin
$285K – – –
SAM
1878
Strategy Asset Managers
California
$284K -$1.14M -4,378 -80%
WP
1879
WMS Partners
Maryland
$283K – – –
MAM
1880
Mystic Asset Management
Rhode Island
$282K -$19K -325 -6%
MM
1881
Main Management
California
$282K – – –
LDB
1882
Lee, Danner & Bass
Tennessee
$282K +$282K +4,827 New
FLA
1883
Financial Life Advisors
Texas
$282K – – –
CCA
1884
Criterion Capital Advisors
Tennessee
$280K -$33.9K -580 -11%
BCM
1885
BTC Capital Management
Iowa
$280K – – –
CRI
1886
Commonwealth Retirement Investments
Virginia
$278K – – –
AWM
1887
Abound Wealth Management
Tennessee
$276K +$5.73K +98 +2%
VC
1888
Veracity Capital
Georgia
$276K -$15.7K -268 -5%
TCWM
1889
Total Clarity Wealth Management
Illinois
$274K -$21.4K -365 -7%
CP
1890
Canopy Partners
Ohio
$274K -$293 -5 -0.1%
CCMI
1891
Creative Capital Management Investments
California
$272K -$14.9K -255 -5%
CA
1892
Carson Advisory
Georgia
$271K +$17.7K +302 +7%
SL
1893
Sentry LLC
Tennessee
$268K – – –
GP
1894
Geneva Partners
Wisconsin
$267K +$15.6K +267 +6%
GIP
1895
Granite Investment Partners
California
$267K – – –
FFWA
1896
Forthright Family Wealth Advisory
Texas
$266K -$585 -10 -0.2%
SWM
1897
Seed Wealth Management
Illinois
$266K – – –
EP
1898
Edgestream Partners
New Jersey
$266K +$266K +4,537 New
BMC
1899
Beaton Management Company
Massachusetts
$265K – – –
NJIM
1900
Nabity-Jensen Investment Management
Nebraska
$265K – – –
74 75
76
77 78