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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 %
X
2101
Xponance
Pennsylvania
$204K -$256K -4,110 -56%
FF
2102
Farrell Financial
New York
$203K +$203K +3,082 New
CPCP
2103
Cedar Point Capital Partners
Iowa
$203K +$203K +3,261 New
VAMG
2104
Voisard Asset Management Group
Michigan
$203K – – –
BP
2105
BBR Partners
New York
$202K +$202K +3,239 New
MWA
2106
Monograph Wealth Advisors
California
$201K +$201K +3,231 New
CFA
2107
Camarda Financial Advisors
Florida
$201K -$11.9M -191,147 -98%
RA
2108
Rodgers & Associates
Pennsylvania
$201K +$201K +3,230 New
SPWM
2109
Schrum Private Wealth Management
Florida
$201K +$201K +3,226 New
CMI
2110
Clare Market Investments
Texas
$201K +$201K +3,225 New
FDS
2111
Freedom Day Solutions
Texas
$201K +$201K +3,220 New
DC
2112
DeDora Capital
California
$200K +$200K +3,212 New
WCAMG
2113
Woodard & Company Asset Management Group
North Carolina
$200K -$2.8K -45 -1%
GA
2114
GoalVest Advisory
New York
$196K – – –
SWM
2115
Sanctuary Wealth Management
Idaho
$195K – – –
PSB
2116
Piscataqua Savings Bank
New Hampshire
$193K +$42.4K +680 +28%
HC
2117
Hoese & Co
Minnesota
$193K – – –
CWM
2118
Compass Wealth Management
Connecticut
$193K – – –
MHR
2119
Matthew Hamilton Rosenberg
$187K -$12.5K -200 -6%
AGWCA
2120
Annis Gardner Whiting Capital Advisors
Florida
$185K – – –
BWP
2121
Baldwin Wealth Partners
Massachusetts
$178K -$15.9K -255 -8%
CJ
2122
Caitlin John
Michigan
$173K +$2.81K +43 +2%
WWM
2123
Wagner Wealth Management
South Carolina
$172K – – –
DCM
2124
Disciplina Capital Management
Tennessee
$169K -$2.28M -36,546 -93%
VCM
2125
Versant Capital Management
Arizona
$168K – – –
83 84
85
86 87