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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 %
MSG
1876
Main Street Group
Virginia
$333K -$150K -2,406 -31%
SW
1877
SkyOak Wealth
Michigan
$332K – – –
TW
1878
Transform Wealth
Colorado
$331K -$75.4K -1,209 -19%
FP
1879
Financial Perspectives
Minnesota
$331K – – –
FDCP
1880
Foster Dykema Cabot & Partners
Massachusetts
$330K +$210K +3,375 +175%
JPWM
1881
Jamison Private Wealth Management
Georgia
$330K +$56.5K +907 +21%
RCM
1882
Requisite Capital Management
Texas
$329K +$329K +5,275 New
HFS
1883
Heritage Financial Services
Massachusetts
$328K +$20.9K +335 +7%
FC
1884
Forte Capital
New York
$326K -$41.1K -660 -11%
OWM
1885
Orgel Wealth Management
Wisconsin
$325K +$21.8K +350 +7%
MAV
1886
Mason & Associates (Virginia)
Virginia
$324K -$1.25K -20 -0.4%
AA
1887
Addison Advisors
Vermont
$324K -$62 -1 -0%
GWSG
1888
GPS Wealth Strategies Group
Colorado
$324K +$78.1K +1,253 +32%
SMG
1889
Smart Money Group
Texas
$323K +$1.24K +20 +0.4%
AWA
1890
Acorn Wealth Advisors
Michigan
$323K +$561 +9 +0.2%
TFM
1891
Trademark Financial Management
Minnesota
$322K +$69.8K +1,120 +28%
NW
1892
Naviter Wealth
Arkansas
$321K – – –
BP
1893
BCK Partners
New York
$320K – – –
MPW
1894
Monterey Private Wealth
California
$318K +$312 +5 +0.1%
HWA
1895
Heritage Wealth Advisors
Virginia
$318K -$2.12M -34,078 -87%
NIM
1896
Northeast Investment Management
Massachusetts
$316K – – –
4WM
1897
4J Wealth Management
Virginia
$314K -$66.8K -1,072 -18%
AI
1898
Auour Investments
Massachusetts
$314K – – –
BKA
1899
Brick & Kyle Associates
Pennsylvania
$313K -$38.9K -625 -11%
BFA
1900
Bluestem Financial Advisors
Illinois
$312K – – –
74 75
76
77 78