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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 %
DFA
301
DHJJ Financial Advisors
Illinois
$19.4M -$727K -11,977 -4%
BCWM
302
Bartlett & Co Wealth Management
Ohio
$19.4M +$3.43M +56,481 +21%
GT
303
Glenmede Trust
Pennsylvania
$19.3M +$38K +625 +0.2%
GT
304
Glenview Trust
Kentucky
$19.2M +$402K +6,618 +2%
CFP
305
Catalyst Financial Partners
Massachusetts
$19.1M +$1M +17,782 +6%
SIA
306
Soltis Investment Advisors
Utah
$19.1M +$21.3K +350 +0.1%
PA
307
Pinnacle Associates
New York
$19.1M -$338K -5,570 -2%
OGF
308
Orin Green Financial
California
$19M -$17.1M -309,135 Closed
CC
309
Courier Capital
New York
$18.9M +$92K +1,515 +0.5%
DA
310
Drake & Associates
Wisconsin
$18.7M +$1.25M +20,565 +7%
TF
311
Tompkins Financial
New York
$18.6M +$466K +7,676 +3%
SB
312
Simmons Bank
Arkansas
$18.5M -$170K -2,791 -0.9%
TRCT
313
Tower Research Capital (TRC)
New York
$18.3M +$9.7M +159,746 +113%
JSW
314
Journey Strategic Wealth
New Jersey
$18.2M -$29.9M -493,057 -62%
Susquehanna International Group
315
Susquehanna International Group
Pennsylvania
$18.1M +$7.17M +118,077 +66%
LNC
316
Lincoln National Corp
Pennsylvania
$18.1M -$255K -4,197 -1%
Allspring Global Investments
317
Allspring Global Investments
North Carolina
$18M -$134K -2,207 -0.7%
CIM
318
CIM Investment Management
Pennsylvania
$17.9M -$10.3K -170 -0.1%
GG
319
Greenwood Gearhart
Arkansas
$17.8M +$2.46M +40,541 +16%
VFIC
320
Valley Forge Investment Consultants
Pennsylvania
$17.8M +$1.21M +19,992 +7%
MWM
321
Marietta Wealth Management
Georgia
$17.7M +$95.4K +1,570 +0.5%
LA
322
Lynch & Associates
Indiana
$17.7M -$158K -2,609 -0.9%
WH
323
Whitcomb & Hess
Ohio
$17.7M +$200K +3,285 +1%
FWM
324
FFT Wealth Management
Pennsylvania
$17.6M -$232K -3,816 -1%
LIM
325
Leavell Investment Management
Alabama
$17.5M -$56.1K -924 -0.3%
11 12
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