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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 %
GG
326
GenWealth Group
New Jersey
$17.5M +$17.5M +287,395 New
NRI
327
NFP Retirement Inc
California
$17.3M +$16.5M +271,212 +2,002%
CA
328
Cambridge Advisors
Nebraska
$17.3M -$123K -2,017 -0.7%
HS
329
Horan Securities
United States
$17.2M +$13.2M +217,621 +332%
ST
330
Smithfield Trust
Pennsylvania
$17.2M +$172K +2,835 +1%
AA
331
Advisory Alpha
Michigan
$17.2M -$1.14M -18,817 -6%
WAP
332
Wealthcare Advisory Partners
Pennsylvania
$17.1M -$2.58M -42,466 -13%
Principal Financial Group
333
Principal Financial Group
Iowa
$17M -$2.05M -33,673 -11%
EWA
334
EP Wealth Advisors
California
$17M +$185K +3,040 +1%
PWMAG
335
Pinnacle Wealth Management Advisory Group
New Jersey
$16.9M -$332K -5,461 -2%
RWP
336
RWA Wealth Partners
Massachusetts
$16.8M -$44.8K -737 -0.3%
IF
337
Ironwood Financial
Arizona
$16.7M +$294K +4,839 +2%
CASB
338
Cape Ann Savings Bank
Massachusetts
$16.6M -$299K -4,919 -2%
PBF
339
Petix & Botte Financial
California
$16.5M -$2.45M -40,408 -13%
DWA
340
Divergent Wealth Advisors
Utah
$16.4M -$3.17M -52,228 -16%
PWM
341
Proathlete Wealth Management
Florida
$16.3M +$604K +9,936 +4%
HF
342
HRT Financial
New York
$16.3M +$16.3M +267,972 New
AWM
343
AAF Wealth Management
Massachusetts
$16.3M +$284K +4,668 +2%
APW
344
Acima Private Wealth
Virginia
$16.3M +$665K +10,948 +4%
TCM
345
Towercrest Capital Management
Pennsylvania
$16.2M +$45.1K +743 +0.3%
AEPWM
346
Atlantic Edge Private Wealth Management
Florida
$16.1M +$1.12M +18,400 +7%
PPW
347
PACK Private Wealth
Minnesota
$16M +$326K +5,367 +2%
CGA
348
Crescent Grove Advisors
Illinois
$15.8M -$240K -3,945 -1%
LPAM
349
Lodestar Private Asset Management
California
$15.7M +$31.9K +525 +0.2%
FWTB
350
First Western Trust Bank
Colorado
$15.7M -$2.54M -41,895 -14%
12 13
14
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