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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 %
ATC
276
Argent Trust Co
Tennessee
$22.1M +$111K +1,831 +0.5%
Natixis Advisors
277
Natixis Advisors
Massachusetts
$22M +$777K +12,797 +4%
KWMG
278
King Wealth Management Group
Florida
$21.9M +$561K +9,243 +3%
GRP
279
Global Retirement Partners
California
$21.8M -$132K -2,173 -0.6%
HCA
280
Horan Capital Advisors
Ohio
$21.8M -$217K -3,579 -1%
JA
281
JVL Associates
Michigan
$21.7M +$491K +8,083 +2%
TC
282
Trilogy Capital
California
$21.5M +$214K +3,527 +1%
WFA
283
West Financial Advisors
Iowa
$21.2M +$40.2K +662 +0.2%
NA
284
NewEdge Advisors
Louisiana
$21.2M +$523K +8,618 +3%
KPWS
285
Kestra Private Wealth Services
Texas
$21.1M -$2.21M -36,389 -9%
FAIM
286
Financial Advocates Investment Management
Washington
$21.1M +$283K +4,663 +1%
FNT
287
First National Trust
Pennsylvania
$20.9M -$60.9K -1,003 -0.3%
AWM
288
Altus Wealth Management
Kentucky
$20.8M +$301K +4,958 +1%
FCI
289
Financial Counselors Inc
Kansas
$20.6M -$636K -10,479 -3%
PFP
290
Pinnacle Financial Partners
Tennessee
$20.4M -$232K -3,816 -1%
MSA
291
Mason Street Advisors
Wisconsin
$20.4M – – –
ISB
292
Iowa State Bank
Iowa
$20.3M +$209K +3,442 +1%
PAM
293
Peninsula Asset Management
Florida
$20.3M +$199K +3,275 +1%
B
294
Bailard
California
$20.2M -$83.8K -1,379 -0.4%
CI
295
Conning Inc
Connecticut
$20.1M – – –
BFA
296
Bright Financial Advisors
Michigan
$20M +$20M +150,193 New
ASN
297
Advisory Services Network
Georgia
$20M -$517K -8,507 -3%
JF
298
JSF Financial
California
$20M -$123K -2,029 -0.6%
PSCM
299
Per Stirling Capital Management
Texas
$19.7M +$500K +8,229 +3%
CCM
300
Coldstream Capital Management
Washington
$19.6M -$384K -6,314 -2%
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