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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 %
PP
2176
PrairieView Partners
Minnesota
$91K – – –
WIM
2177
Westside Investment Management
California
$88.9K – – –
LWA
2178
Lowe Wealth Advisors
Maryland
$82.9K – – –
KWAG
2179
Kiely Wealth Advisory Group
North Carolina
$82.7K – – –
FCMT
2180
Founders Capital Management (Texas)
Texas
$79.6K +$125 +2 +0.2%
MWA
2181
Moser Wealth Advisors
Washington
$79.5K – – –
SIC
2182
SJS Investment Consulting
Ohio
$79.2K – – –
BCM
2183
Blume Capital Management
California
$77.8K +$11.5K +184 +17%
LOIP
2184
Live Oak Investment Partners
Texas
$77K -$72.3K – –
PWM
2185
Provident Wealth Management
Tennessee
$76K +$19.3K +310 +34%
WCM
2186
Westend Capital Management
California
$74.8K +$74.8K +1,200 New
GCM
2187
Gables Capital Management
Florida
$74.5K – – –
FCM
2188
Fourpath Capital Management
Oklahoma
$70.4K +$70.4K +1,130 New
WBC
2189
West Branch Capital
Massachusetts
$64.9K +$1.75K +28 +3%
CA
2190
Claris Advisors
Missouri
$64.5K +$64.5K +1,035 New
CTC
2191
Cetera Trust Company
Minnesota
$62.3K – – –
FFA
2192
Fairfield Financial Advisors
Massachusetts
$61.5K +$62 +1 +0.1%
RBC
2193
Roble Belko & Company
Pennsylvania
$60K +$248 +4 +0.4%
DWS
2194
Dynamic Wealth Strategies
California
$59K – – –
ACA
2195
Atlas Capital Advisors
Wyoming
$58.3K – – –
RWPA
2196
Richard W. Paul & Associates
Michigan
$58.1K +$187 +3 +0.3%
FWM
2197
FSA Wealth Management
Massachusetts
$57.6K +$57.6K +925 New
APW
2198
Atlantic Private Wealth
North Carolina
$54.5K – – –
BHWM
2199
Beaird Harris Wealth Management
Texas
$50.2K -$2.18K -35 -4%
POIA
2200
Pin Oak Investment Advisors
Texas
$50K +$28.7K +464 +134%
86 87
88
89 90