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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 %
MAM
2001
Mainsail Asset Management
Alabama
$249K – – –
CI
2002
Ceera Investments
Texas
$248K – – –
DPW
2003
DiNuzzo Private Wealth
Pennsylvania
$247K – – –
CRI
2004
Colonial River Investments
Virginia
$247K -$16.7K -268 -6%
FWM
2005
Fingerlakes Wealth Management
New York
$247K +$873 +14 +0.4%
SWRP
2006
Summit Wealth & Retirement Planning
California
$246K -$82.3K -1,320 -25%
DFA
2007
Davies Financial Advisors
California
$246K -$731K -11,732 -75%
EFG
2008
Everhart Financial Group
Ohio
$246K +$246K +3,949 New
GWA
2009
Gratus Wealth Advisors
Virginia
$245K +$557 +9 +0.2%
FCM
2010
Fortis Capital Management
Washington
$245K +$2.31K +37 +1%
JSA
2011
Jim Saulnier & Associates
Colorado
$243K +$243K +3,900 New
FFWA
2012
Forthright Family Wealth Advisory
Texas
$243K -$60.7K -910 -20%
APWA
2013
Atlas Private Wealth Advisors
New Jersey
$242K -$24.8K -398 -9%
NPT
2014
Nixon Peabody Trust
Massachusetts
$241K +$241K +3,875 New
VBWMG
2015
Von Berge Wealth Management Group
California
$241K +$920 +14 +0.4%
FWM
2016
Focused Wealth Management
New York
$241K -$7.23K -116 -3%
CWS
2017
Cypress Wealth Services
California
$241K – – –
ML
2018
McAdam LLC
Pennsylvania
$240K +$240K +3,857 New
SWG
2019
Summit Wealth Group
Vermont
$240K – – –
LHWM
2020
Lake Hills Wealth Management
Texas
$240K +$240K +3,844 New
BDF
2021
Black Diamond Financial
Maryland
$239K +$3.12K +50 +1%
WFA
2022
Wade Financial Advisory
California
$239K – – –
PPW
2023
Presilium Private Wealth
Pennsylvania
$239K +$19.7K +316 +9%
IFS
2024
Ifrah Financial Services
Arkansas
$238K +$12K +192 +5%
LWM
2025
Liberty Wealth Management
California
$238K +$748 +12 +0.3%
79 80
81
82 83