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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 %
SFCL
2076
Strengthening Families & Communities LLC
Massachusetts
$124K +$124K +2,115 New
FCG
2077
Financial Connections Group
California
$124K +$124K +2,125 New
AWM
2078
Aspire Wealth Management
Massachusetts
$123K – – –
FFC
2079
First Financial Corp
Indiana
$123K – – –
SN
2080
Sittner & Nelson
Oregon
$122K – – –
RMC
2081
Resources Management Corp
Connecticut
$120K – – –
CC
2082
Cypress Capital
Tennessee
$119K +$119K +2,035 New
SMA
2083
Sage Mountain Advisors
Georgia
$119K – – –
T
2084
Tidemark
California
$116K -$50.7K -866 -30%
CMBA
2085
C.M. Bidwell & Associates
Hawaii
$116K – – –
Bank Julius Baer & Co
2086
Bank Julius Baer & Co
Switzerland
$115K -$13K -200 -10%
FDCP
2087
Foster Dykema Cabot & Partners
Massachusetts
$113K – – –
HH
2088
HWG Holdings
Texas
$111K +$111K +1,897 New
EWP
2089
Elevation Wealth Partners
California
$111K +$527 +9 +0.5%
MRCM
2090
M&R Capital Management
New Jersey
$111K +$176 +3 +0.2%
MFA
2091
McClarren Financial Advisors
Pennsylvania
$108K -$1.36M -2,201 -93%
YDMI
2092
Y.D. More Investments
Israel
$108K – – –
HIIFS
2093
Harel Insurance Investments & Financial Services
Israel
$103K – – –
DMIC
2094
Dixon Mitchell Investment Counsel
British Columbia, Canada
$102K – – –
LFG
2095
Larson Financial Group
Missouri
$102K -$5.33K -91 -5%
OW
2096
Olistico Wealth
Oklahoma
$99.8K +$99.8K +1,705 New
AWM
2097
AllSquare Wealth Management
New York
$99.5K +$21.7K +370 +28%
TFA
2098
Toth Financial Advisory
Virginia
$99.2K – – –
IGWM
2099
ICA Group Wealth Management
Colorado
$99.2K -$2.03M -34,632 -95%
JFG
2100
JDM Financial Group
Texas
$99.2K +$37.7K +645 +61%
82 83
84
85 86