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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 %
FGG
1926
Financial Guidance Group
Florida
$369K -$50.8K -815 -12%
LB
1927
Legacy Bridge
Iowa
$369K – – –
SWM
1928
Selective Wealth Management
Virginia
$368K -$54.5K -863 -13%
JC
1929
Jentner Corp
Ohio
$368K – – –
TFM
1930
TFC Financial Management
Massachusetts
$367K +$187 +3 +0.1%
OPCM
1931
Osborne Partners Capital Management
California
$367K – – –
PCM
1932
Princeton Capital Management
New Jersey
$367K – – –
LWM
1933
LongView Wealth Management
Georgia
$366K +$84.7K +1,360 +30%
VCAM
1934
Van Cleef Asset Management
Ohio
$366K – – –
JC
1935
JB Capital
Connecticut
$365K -$69.1K -1,109 -16%
AWAG
1936
ARS Wealth Advisors Group
Florida
$364K +$62 +1 +0%
FF
1937
Fox Financial
Pennsylvania
$364K -$11.8K -190 -3%
ADL
1938
Asset Dedication LLC
California
$364K -$8.79K -141 -2%
SCM
1939
Schnieders Capital Management
California
$364K -$2.94M -47,110 -89%
FWI
1940
Facet Wealth Inc
Maryland
$363K -$87.8K -1,371 -19%
GWM
1941
Gray Wealth Management
Maine
$363K +$187 +3 +0.1%
RW
1942
RVW Wealth
California
$362K -$15.9K -255 -4%
SIM
1943
Synergy Investment Management
Florida
$361K +$361K +5,797 New
RFG
1944
REAP Financial Group
Texas
$360K – – –
GWSG
1945
GPS Wealth Strategies Group
Colorado
$360K +$36.7K +589 +11%
HFRG
1946
Houlihan Financial Resource Group
Virginia
$359K – – –
AWM
1947
Avaii Wealth Management
Wisconsin
$359K – – –
CWM
1948
Cherrydale Wealth Management
New Jersey
$359K +$154K +2,470 +75%
ES
1949
Eagle Strategies
New York
$358K +$18.4K +296 +5%
BSA
1950
Bull Street Advisors
Georgia
$358K – – –
76 77
78
79 80