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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
$1.42B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.08B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.88B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$591M
5
LPL Financial
LPL Financial
California
$2.34B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$229M
2
GA
GFS Advisors
Texas
$11M
3
BWIA
Bryant Woods Investment Advisors
New York
$19.8M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
Rafferty Asset Management
Rafferty Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
201
Hancock Whitney
Mississippi
$32.5M +$62.3K +1,065 +0.2%
CWA
202
CJM Wealth Advisers
Virginia
$32.3M +$15.8K +272 +0%
BFA
203
Beaumont Financial Advisors
Massachusetts
$32.2M -$297K -5,083 -0.9%
W
204
Wealthquest
Ohio
$32M +$1.59M +27,087 +5%
BFM
205
Boston Financial Management
Massachusetts
$31.7M -$165K -2,820 -0.5%
HI
206
Hudock Inc
Pennsylvania
$31.4M +$822K +14,047 +3%
CIA
207
Capital Investment Advisors
Georgia
$31.3M -$662K -11,315 -2%
OC
208
Oppenheimer & Co
New York
$31.3M +$1.44M +24,555 +5%
NC
209
NewSquare Capital
Pennsylvania
$31.1M +$1.48M +25,250 +5%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$30.9M -$188K -3,239 -0.6%
OSNBOA
211
Old Second National Bank of Aurora
Illinois
$30.5M +$1.12M +19,159 +4%
GLLW
212
Graves Light Lenhart Wealth
Virginia
$30.3M +$571K +9,853 +2%
UCFA
213
United Capital Financial Advisors
Texas
$30M -$1.38M -23,655 -4%
DT
214
Diversified Trust
Tennessee
$29.8M -$18.1K -310 -0.1%
Ensign Peak Advisors
215
Ensign Peak Advisors
Utah
$29.7M -$17.3M -296,126 -37%
ZB
216
Zions Bancorporation
Utah
$29.5M -$2.76M -47,169 -9%
ECG
217
Edge Capital Group
Georgia
$28.8M -$726K -12,400 -2%
BA
218
Bristlecone Advisors
Washington
$28.6M +$140K +2,384 +0.5%
SWM
219
Spire Wealth Management
Virginia
$28.5M -$1.24M -21,379 -4%
UFAC
220
Urban Financial Advisory Corp
Illinois
$28.4M -$442K -7,560 -2%
NA
221
Nottingham Advisors
New York
$28.1M -$191K -3,266 -0.7%
DAS
222
Dynamic Advisor Solutions
Arizona
$27.8M +$4.6M +78,558 +20%
SIC
223
Shoker Investment Counsel
Ohio
$27.8M -$1.03M -17,525 -4%
Charles Schwab
224
Charles Schwab
California
$27.8M -$24.7M -422,792 -47%
WAS
225
Wealth Advisory Solutions
Indiana
$27.8M -$30.7K -525 -0.1%
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