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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 %
GC
2201
Gould Capital
Washington
$936 +$936 +16 New
BIM
2202
Breakwater Investment Management
Washington
$878 – – –
BGAI
2203
Bruce G. Allen Investments
Colorado
$585 +$585 +10 New
NMM
2204
Naples Money Management
Florida
$580 – – –
IFAM
2205
Institutional & Family Asset Management
Colorado
$68 +$68 +1 New
BFS
2206
Bare Financial Services
Pennsylvania
$53 +$53 +1 New
CYG
2207
Clean Yield Group
Vermont
$1 -$1 – –
Janney Montgomery Scott
2208
Janney Montgomery Scott
Pennsylvania
– -$72.6M -1,194,583 Closed
Rafferty Asset Management
2209
Rafferty Asset Management
New York
– -$55.8M -918,486 Closed
SPP
2210
Single Point Partners
Massachusetts
– -$43.3M -713,081 Closed
TRCT
2211
Tower Research Capital (TRC)
New York
– -$18.3M -301,461 Closed
LNC
2212
Lincoln National Corp
Pennsylvania
– -$18.1M -297,613 Closed
HF
2213
HRT Financial
New York
– -$16.3M -267,972 Closed
AIA
2214
Angeles Investment Advisors
California
– -$14.1M -232,000 Closed
CA
2215
CoreCap Advisors
Michigan
– -$12.3M -201,792 Closed
PS
2216
Portfolio Strategies
New York
– -$11.6M -190,902 Closed
MWM
2217
Meridian Wealth Management
Kentucky
– -$10.6M -173,497 Closed
AWC
2218
Abundance Wealth Counselors
Pennsylvania
– -$9.81M -161,458 Closed
LSERS
2219
Louisiana State Employees Retirement System
Louisiana
– -$8.35M -137,545 Closed
NSB
2220
Norway Savings Bank
Maine
– -$6.68M -109,976 Closed
TSS
2221
Two Sigma Securities
New York
– -$4.53M -74,539 Closed
SFMG
2222
Sage Financial Management Group
Virginia
– -$4.33M -71,316 Closed
UBS AM
2223
UBS AM
Illinois
– -$4.29M -70,549 Closed
LWMNY
2224
Landmark Wealth Management (New York)
New York
– -$4.11M -67,629 Closed
LNWTC
2225
Laird Norton Wetherby Trust Company
Washington
– -$3.94M -64,825 Closed
87 88
89
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