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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 %
PS
426
Portfolio Strategies
New York
$11.6M +$11.6M +190,902 New
VCM
427
Vision Capital Management
Oregon
$11.6M -$332K -5,466 -3%
COPPSERS
428
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.6M -$11.9M -196,548 -51%
TCM
429
Traynor Capital Management
Pennsylvania
$11.5M +$549K +9,042 +5%
NAM
430
NTV Asset Management
West Virginia
$11.5M -$410K -6,750 -3%
RWG
431
Ratio Wealth Group
Colorado
$11.5M +$258K +4,241 +2%
ANTB
432
AMG National Trust Bank
Colorado
$11.4M +$47K +773 +0.4%
FCBT
433
First Citizens Bank & Trust
North Carolina
$11.4M +$4.42M +72,703 +63%
Kovitz Investment Group Partners
434
Kovitz Investment Group Partners
Illinois
$11.3M +$11.3M +186,755 New
EWA
435
Encompass Wealth Advisors
Oregon
$11.3M +$130K +2,138 +1%
EWM
436
Evercore Wealth Management
New York
$11.3M -$947K -15,587 -8%
NAM
437
NorthCrest Asset Manangement
Minnesota
$11.2M -$309K -5,089 -3%
CICC
438
Capital Investment Counsel (Colorado)
Colorado
$11.2M +$4.63M +76,286 +71%
MWP
439
Madison Wealth Partners
Wisconsin
$11.1M +$27.6K +454 +0.2%
GWAM
440
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.1M +$144K +2,370 +1%
HAS
441
Holland Advisory Services
Florida
$11.1M -$234K -3,851 -2%
GA
442
GFS Advisors
Texas
$11.1M +$464K +7,646 +4%
RSA
443
River Street Advisors
Illinois
$11M +$672K +11,059 +6%
RAM
444
Riggs Asset Management
Pennsylvania
$11M +$844K +13,902 +8%
SIC
445
Sterling Investment Counsel
New York
$11M +$1.68M +27,699 +18%
AI
446
Atria Investments
North Carolina
$11M +$83.9K +1,382 +0.8%
CIA
447
Choate Investment Advisors
Massachusetts
$10.9M +$10.7M +176,465 +4,650%
IW
448
Instrumental Wealth
Florida
$10.9M -$826K -13,963 -7%
CB
449
Community Bank
New York
$10.9M -$5.78M -95,089 -35%
CT
450
Cambridge Trust
Massachusetts
$10.8M -$1.41M -23,174 -12%
16 17
18
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