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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 %
KF
2301
Krilogy Financial
Missouri
– -$852K -14,560 Closed
ZF
2302
Zega Financial
Florida
– -$799K -13,645 Closed
SA
2303
Strategic Advocates
Utah
– -$725K -12,397 Closed
SHF
2304
Stage Harbor Financial
Massachusetts
– -$654K -11,175 Closed
CM
2305
Churchill Management
California
– -$485K -8,280 Closed
MWM
2306
Maripau Wealth Management
Indiana
– -$431K -7,369 Closed
KWA
2307
Kellett Wealth Advisors
Ohio
– -$365K -6,230 Closed
AGC
2308
Aspen Grove Capital
Colorado
– -$357K -6,100 Closed
RFWA
2309
RPg Family Wealth Advisory
Massachusetts
– -$332K -5,680 Closed
TLFA
2310
True Link Financial Advisors
California
– -$326K -5,579 Closed
MAM
2311
Milestone Asset Management
Pennsylvania
– -$315K -5,374 Closed
LIA
2312
LS Investment Advisors
Michigan
– -$292K -4,985 Closed
B
2313
Bellecapital
Switzerland
– -$288K -4,920 Closed
NFW
2314
Noble Family Wealth
Florida
– -$262K -4,480 Closed
AWA
2315
Aletheian Wealth Advisors
Washington
– -$250K -4,265 Closed
PWM
2316
Praetorian Wealth Management
California
– -$243K -4,155 Closed
HAIM
2317
Hunter Associates Investment Management
Pennsylvania
– -$242K -4,144 Closed
SFA
2318
Seneca Financial Advisors
New York
– -$232K -3,970 Closed
MAS
2319
Meeder Advisory Services
Ohio
– -$231K -3,946 Closed
AP
2320
Americana Partners
Texas
– -$220K -3,755 Closed
OFG
2321
Orcam Financial Group
California
– -$210K -3,580 Closed
GCIM
2322
Gunn & Company Investment Management
Florida
– -$208K -3,559 Closed
BFA
2323
Beacon Financial Advisory
Ohio
– -$200K -3,421 Closed
GI
2324
Gradient Investments
Minnesota
– -$177K -3,022 Closed
FCG
2325
Financial Connections Group
California
– -$124K -2,125 Closed
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