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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,211 hedge funds and large institutions have $65B invested in iShares Core S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 892 increasing their positions, 915 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,211
Holders Change
+52
Holders Change %
+2.41%
% of All Funds
32.05%
Holding in Top 10
353
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.12%
New
151
Increased
892
Reduced
915
Closed
75
Calls
$61.1M
Puts
$6.79M
Net Calls
+$54.3M
Net Calls Change
+$30.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$402M
2
Bank of America
Bank of America
North Carolina
+$283M
3
RJA
Raymond James & Associates
Florida
+$272M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$230M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$127M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.11B
2
HNB
Huntington National Bank
Ohio
-$197M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$173M
4
Cerity Partners
Cerity Partners
New York
-$139M
5
LPL Financial
LPL Financial
California
-$85M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
226
Waverly Advisors
Alabama
$29.2M +$26.8M +441,768 +1,156%
AllianceBernstein
227
AllianceBernstein
Tennessee
$28.8M +$1.65M +27,107 +6%
WAS
228
Wealth Advisory Solutions
Indiana
$28.8M +$3.41M +56,180 +13%
PWM
229
Perigon Wealth Management
California
$28.5M +$1.11M +18,205 +4%
FTWA
230
Fifth Third Wealth Advisors
Ohio
$28.3M +$13.7M +225,553 +94%
EBT
231
Enterprise Bank & Trust
Massachusetts
$28.3M -$2.52M -41,486 -8%
IB
232
Intrust Bank
Kansas
$28.3M +$9.44M +155,479 +50%
MFIM
233
Mesirow Financial Investment Management
Illinois
$28.1M +$626K +10,300 +2%
YIA
234
YHB Investment Advisors
Connecticut
$27.9M +$1.25M +20,657 +5%
SW
235
SVB Wealth
Massachusetts
$27.9M +$2.83M +46,584 +11%
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.9M -$2.28M -37,614 -8%
P
237
&Partners
Tennessee
$27.6M +$13.3M +215,593 +93%
BPA
238
Beacon Pointe Advisors
California
$27.5M -$909K -14,969 -3%
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$27.3M +$637K +10,490 +2%
HI
240
Human Investing
Oregon
$27.3M +$563K +9,263 +2%
RDFA
241
Ritter Daniher Financial Advisory
Ohio
$27.2M +$513K +8,452 +2%
Citadel Advisors
242
Citadel Advisors
Florida
$27.1M +$9.85M +162,194 +57%
CAI
243
Capital Advisors Inc
Oklahoma
$26.9M -$1.7M -27,921 -6%
TPWA
244
TRUE Private Wealth Advisors
Oregon
$26.8M +$5.4M +88,917 +25%
CFO
245
Callan Family Office
Pennsylvania
$26.7M +$508K +8,359 +2%
William Blair & Company
246
William Blair & Company
Illinois
$26.3M +$1.03M +17,014 +4%
NFG
247
Nations Financial Group
Iowa
$26M +$597K +9,822 +2%
RC
248
Randolph Company
Ohio
$25.9M +$62.7K +1,032 +0.2%
SPC
249
Sigma Planning Corp
Michigan
$25.8M +$14.6M +240,877 +130%
RJT
250
Raymond James Trust
Florida
$25.8M +$2.06M +33,937 +9%
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