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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 %
AWM
351
Avondale Wealth Management
Texas
$15.6M +$179K +2,952 +1%
NPF
352
Norris Perne & French
Michigan
$15.5M +$264K +4,339 +2%
CA
353
Centerpoint Advisors
Massachusetts
$15.5M +$54.7K +901 +0.4%
MCWS
354
McKinley Carter Wealth Services
West Virginia
$15.5M +$832K +13,698 +6%
1SB
355
1ST Source Bank
Indiana
$15.5M -$104K -1,712 -0.7%
SFA
356
Sequoia Financial Advisors
Ohio
$15.4M -$761K -12,534 -5%
FMN
357
Financial Management Network
California
$15.4M +$265K +4,475 +2%
AIP
358
Ameritas Investment Partners
Nebraska
$15.4M +$500K +8,225 +3%
MSA
359
Marino Stram & Associates
Massachusetts
$15.4M +$199K +3,283 +1%
SIM
360
Stratos Investment Management
Ohio
$15.3M -$48.7K -801 -0.3%
TWP
361
Tower Wealth Partners
Pennsylvania
$15.3M +$120K +1,973 +0.8%
MA
362
Montag & Associates
Georgia
$15.1M +$1.18M +19,478 +8%
AGA
363
Arkos Global Advisors
Texas
$15M +$737K +12,134 +5%
CWA
364
Core Wealth Advisors
Florida
$15M +$885K +14,563 +6%
MFC
365
Mechanics Financial Corp
Ohio
$14.9M +$911 +15 +0%
AMG
366
Asset Management Group
Connecticut
$14.8M +$45.3K +745 +0.3%
AFA
367
American Financial Advisors
Georgia
$14.6M -$308K -5,070 -2%
TCOV
368
Trust Company of Vermont
Vermont
$14.6M +$997K +16,416 +7%
KLI
369
Kelman-Lazarov Inc
Tennessee
$14.5M +$273K +4,494 +2%
MWM
370
MTC Wealth Management
Florida
$14.5M -$689K -11,339 -5%
HTIM
371
Harbour Trust & Investment Management
Indiana
$14.3M +$2.29M +37,776 +19%
MIA
372
MainStreet Investment Advisors
Illinois
$14.3M -$60.4M -994,188 -81%
AFS
373
Aft Forsyth & Sober
Florida
$14.1M -$4.81M -79,250 -25%
BFP
374
Beacon Financial Planning
Massachusetts
$14.1M -$206K -3,398 -1%
AA
375
Argent Advisors
Louisiana
$14.1M +$28.2K +465 +0.2%
13 14
15
16 17