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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 %
CCP
2001
Clarity Capital Partners
California
$316K +$90.7K +1,456 +40%
LWM
2002
LJI Wealth Management
Indiana
$316K +$55K +882 +21%
SVCP
2003
Silicon Valley Capital Partners
California
$315K -$26K -418 -8%
4WM
2004
4J Wealth Management
Virginia
$314K +$187 +3 +0.1%
RFA
2005
Resurgent Financial Advisors
Georgia
$314K +$3.43K +55 +1%
BFF
2006
Byrne Financial Freedom
Massachusetts
$314K +$314K +5,038 New
AWM
2007
Abound Wealth Management
Tennessee
$314K +$12.8K +206 +4%
MFS
2008
Madrona Financial Services
Washington
$313K +$1.25K +20 +0.4%
BKA
2009
Brick & Kyle Associates
Pennsylvania
$313K – – –
BFA
2010
Bluestem Financial Advisors
Illinois
$312K – – –
BAM
2011
Bosun Asset Management
Illinois
$312K – – –
PD
2012
Planning Directions
Pennsylvania
$310K -$28.4K -455 -8%
JWM
2013
JFG Wealth Management
Colorado
$309K +$2.18K +35 +0.7%
GA
2014
Greenspring Advisors
Maryland
$309K – – –
HWM
2015
HFR Wealth Management
New York
$308K +$308K +4,936 New
WFAG
2016
Worth Financial Advisory Group
North Carolina
$307K – – –
MPW
2017
Monterey Private Wealth
California
$306K -$12.3K -198 -4%
MAS
2018
MPWM Advisory Solutions
Georgia
$306K +$306K +4,903 New
WG
2019
Welch Group
Alabama
$305K – – –
FMTC
2020
Farmers & Merchants Trust Company
California
$305K -$168K -2,695 -36%
CFO
2021
Custos Family Office
Texas
$305K +$623 +10 +0.2%
GSF
2022
Grove Street Fiduciary
New Hampshire
$305K +$305K +4,887 New
ARA
2023
Alexander Randolph Advisory
Virginia
$304K – – –
OIA
2024
Optimum Investment Advisors
Illinois
$304K -$117K -1,875 -28%
VC
2025
Veracity Capital
Georgia
$304K +$13.4K +215 +5%
79 80
81
82 83