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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 %
FAM
2126
Flaharty Asset Management
Florida
$247K +$226K +3,625 +1,076%
SWRP
2127
Summit Wealth & Retirement Planning
California
$246K – – –
FWM
2128
Fingerlakes Wealth Management
New York
$246K -$561 -9 -0.2%
EFG
2129
Everhart Financial Group
Ohio
$246K -$125 -2 -0.1%
LWM
2130
Liberty Wealth Management
California
$244K +$6.42K +103 +3%
SW
2131
SMART Wealth
Nebraska
$244K +$244K +3,916 New
IFS
2132
Ifrah Financial Services
Arkansas
$244K +$5.61K +90 +2%
JSA
2133
Jim Saulnier & Associates
Colorado
$243K – – –
MPW
2134
Magnolia Private Wealth
Pennsylvania
$243K +$243K +3,900 New
APWA
2135
Atlas Private Wealth Advisors
New Jersey
$242K +$249 +4 +0.1%
FWM
2136
Focused Wealth Management
New York
$242K +$810 +13 +0.3%
TBNY
2137
Trustco Bank (New York)
New York
$241K -$108K -1,736 -31%
CWS
2138
Cypress Wealth Services
California
$241K – – –
VBWMG
2139
Von Berge Wealth Management Group
California
$241K +$979 +15 +0.4%
SWG
2140
Summit Wealth Group
Vermont
$240K – – –
PPW
2141
Presilium Private Wealth
Pennsylvania
$240K +$1.18K +19 +0.5%
MCA
2142
Midwest Capital Advisors
Michigan
$240K +$240K +3,849 New
PCS
2143
Private Client Services
Kentucky
$240K -$20.8K -334 -8%
WFA
2144
Wade Financial Advisory
California
$239K – – –
AOWM
2145
Alpha Omega Wealth Management
Virginia
$239K -$37.1K -595 -13%
SWM
2146
Sanctuary Wealth Management
Idaho
$239K +$43.3K +695 +22%
LSL
2147
Legacy Solutions LLC
Pennsylvania
$238K +$238K +3,826 New
FCM
2148
Fortis Capital Management
Washington
$237K -$7.35K -118 -3%
SCM
2149
Sheridan Capital Management
California
$237K +$237K +3,800 New
RCM
2150
RMR Capital Management
California
$236K – – –
84 85
86
87 88