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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 %
PCTC
2076
Perkins Coie Trust Company
Washington
$216K – – –
AA
2077
ACT Advisors
North Carolina
$215K – – –
SIA
2078
Schechter Investment Advisors
Michigan
$215K – – –
SF
2079
Slagle Financial
Illinois
$214K +$214K +3,442 New
PWM
2080
Power Wealth Management
Georgia
$214K +$214K +3,439 New
HIC
2081
Holderness Investments Company
North Carolina
$213K +$213K +3,425 New
KC
2082
Kades & Cheifetz
Pennsylvania
$213K +$213K +3,412 New
FS
2083
Financial Symmetry
North Carolina
$213K +$213K +3,411 New
PHAM
2084
Palisades Hudson Asset Management
Florida
$212K +$212K +3,405 New
RIA
2085
Realta Investment Advisors
Delaware
$211K -$552K -8,699 -72%
AUB
2086
Atlantic Union Bankshares
Virginia
$211K +$211K +3,380 New
CIP
2087
Capital Insight Partners
Arizona
$210K -$42.4K -680 -17%
SWM
2088
Sterling Wealth Management
Illinois
$209K -$27.4K -440 -12%
FVCM
2089
F&V Capital Management
Florida
$209K +$209K +3,350 New
AHC
2090
Anderson Hoagland & Co
Missouri
$208K +$208K +3,345 New
SFP
2091
Strategic Financial Planning
Texas
$208K +$208K +3,339 New
FCG
2092
Fielder Capital Group
Tennessee
$208K -$167K -2,674 -44%
WPC
2093
White Pine Capital
Minnesota
$208K -$6.23K -100 -3%
TAM
2094
TCP Asset Management
Ohio
$207K +$207K +3,325 New
BAG
2095
Bridgewealth Advisory Group
California
$207K +$207K +3,315 New
SCM
2096
SCS Capital Management
Massachusetts
$206K +$206K +3,300 New
CWM
2097
Cherrydale Wealth Management
New Jersey
$205K +$205K +3,287 New
CC
2098
Cypress Capital
Tennessee
$204K +$77.5K +1,243 +61%
BW
2099
BIP Wealth
Georgia
$204K +$204K +3,273 New
TH
2100
Team Hewins
California
$204K +$204K +3,271 New
82 83
84
85 86