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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 %
CL
251
Choreo LLC
Illinois
$25.8M -$300K -4,941 -1%
SC
252
Savant Capital
Illinois
$25.7M -$285K -4,697 -1%
CIA
253
Concurrent Investment Advisors
Florida
$25.5M +$747K +12,306 +3%
TPCW
254
TD Private Client Wealth
New York
$25.3M -$225K -3,712 -0.9%
ACM
255
Arcataur Capital Management
Wisconsin
$24.9M -$302K -4,971 -1%
C
256
Certuity
Florida
$24.9M +$1.98M +32,526 +9%
KCM
257
Kanawha Capital Management
Virginia
$24.7M +$1.13M +18,557 +5%
ODIJL
258
One Day In July LLC
Vermont
$24.6M -$1.77M -29,222 -7%
BAMG
259
Brand Asset Management Group
Missouri
$24.4M +$57.6K +949 +0.2%
LP
260
LGL Partners
Pennsylvania
$24.2M -$1.28M -21,078 -5%
VFPW
261
Vantage Financial Partners (Wisconsin)
Wisconsin
$24.2M +$57.9K +954 +0.2%
DAS
262
Dynamic Advisor Solutions
Arizona
$24.1M +$419K +6,904 +2%
ATPW
263
Ashton Thomas Private Wealth
Arizona
$23.9M +$437K +7,187 +2%
WSFS
264
Wilmington Savings Fund Society
Delaware
$23.7M +$23.7M +390,520 New
IFPL
265
Investments & Financial Planning LLC
Kentucky
$23.6M -$48K -790 -0.2%
CT
266
Coastline Trust
Rhode Island
$23.5M -$931K -15,325 -4%
OIA
267
OneDigital Investment Advisors
Kansas
$23.3M -$2.95M -48,488 -11%
I
268
INVST
Indiana
$23.3M +$21.2M +351,711 +1,038%
VCM
269
Verde Capital Management
Michigan
$23.1M +$237K +3,909 +1%
FWM
270
Fairhaven Wealth Management
Illinois
$23.1M -$809K -13,321 -3%
CRC
271
Curi RMB Capital
Illinois
$23.1M +$20.7M +341,426 +886%
BSSFA
272
Baron Silver Stevens Financial Advisors
Florida
$23M -$146K -2,403 -0.6%
BWIA
273
Bryant Woods Investment Advisors
New York
$22.8M -$957K -15,760 -4%
MAM
274
Madison Asset Management
Wisconsin
$22.5M +$965K +15,893 +4%
TCM
275
Twele Capital Management
Minnesota
$22.5M -$173K -2,851 -0.8%
9 10
11
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