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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 %
AIA
376
Angeles Investment Advisors
California
$14.1M +$14.1M +232,000 New
PIC
377
Platt Investment Counsel
Florida
$14.1M -$35.1K -578 -0.2%
WAG
378
Winthrop Advisory Group
Massachusetts
$13.9M +$263K +4,332 +2%
HSWM
379
Hubbell Strickland Wealth Management
Louisiana
$13.9M -$79K -1,300 -0.6%
CIBC World Market
380
CIBC World Market
Ontario, Canada
$13.9M +$1.2M +19,680 +9%
IWMA
381
Ironwood Wealth Management (Arizona)
Arizona
$13.9M -$435K -7,169 -3%
FIM
382
Freedom Investment Management
Connecticut
$13.8M -$537K -8,833 -4%
BFS
383
Burkett Financial Services
South Carolina
$13.8M +$105K +1,725 +0.8%
JWBC
384
J.W. Burns & Co
New York
$13.8M +$1.15M +18,854 +9%
CFIA
385
Cantor Fitzgerald Investment Advisors
New York
$13.7M -$536K -8,829 -4%
EFM
386
Eley Financial Management
Vermont
$13.7M +$135K +2,227 +1%
BCI
387
Brinker Capital Investments
Pennsylvania
$13.6M -$1.2M -19,770 -8%
OPS
388
Orion Portfolio Solutions
Nebraska
$13.6M -$1.2M -19,770 -8%
CWA
389
Clarity Wealth Advisors
California
$13.5M +$387K +6,375 +3%
EFA
390
Evernest Financial Advisors
Indiana
$13.5M +$773K +13,659 +6%
AA
391
Ancora Advisors
Ohio
$13.5M +$291K +4,788 +2%
WCM
392
Windsor Capital Management
Arizona
$13.4M +$190K +3,125 +1%
PWP
393
Precedent Wealth Partners
Texas
$13.4M +$720K +11,861 +6%
TCBWMS
394
Texas Capital Bank Wealth Management Services
Texas
$13.4M -$709K -11,678 -5%
NCM
395
Neumann Capital Management
California
$13.3M +$208K +3,430 +2%
GPA
396
Guidance Point Advisors
Massachusetts
$13.1M -$139K -2,295 -1%
GIA
397
Gladstone Institutional Advisory
Florida
$13.1M -$230K -3,784 -2%
PP
398
Pegasus Partners
Wisconsin
$13.1M -$1.32M -21,733 -9%
SF
399
Symphony Financial
Texas
$12.9M -$4.48M -73,742 -26%
SMC
400
Smith, Moore & Co
Missouri
$12.9M +$381K +6,280 +3%
14 15
16
17 18