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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 %
CB
451
Commerce Bank
Missouri
$10.7M +$66.6K +1,097 +0.6%
FPFS
452
First Personal Financial Services
North Carolina
$10.7M -$248K -4,077 -2%
AIA
453
Armor Investment Advisors
North Carolina
$10.7M +$1.22M +20,164 +13%
ISWM
454
Independent Solutions Wealth Management
New York
$10.6M -$102K -1,681 -1%
MWM
455
Meridian Wealth Management
Kentucky
$10.6M -$21.5K -353 -0.2%
FBT
456
First Bank & Trust
South Dakota
$10.5M +$333K +5,480 +3%
USB
457
Union Savings Bank
Connecticut
$10.5M +$58.6K +964 +0.6%
LC
458
Lindbrook Capital
California
$10.5M -$494K -8,140 -5%
RVPG
459
Relative Value Partners Group
$10.4M -$46.5M -170,802 -82%
GWMIA
460
Global Wealth Management Investment Advisory
Florida
$10.4M +$186K +3,054 +2%
PI
461
Pachira Investments
California
$10.4M -$958K -15,764 -8%
BWP
462
BSW Wealth Partners
Colorado
$10.4M -$4.9M -80,714 -32%
TCWA
463
Turtle Creek Wealth Advisors
Texas
$10.1M +$5.38M +88,643 +113%
SFP
464
Sandbox Financial Partners
Maryland
$10.1M +$170K +2,792 +2%
CPW
465
Crestmont Private Wealth
Texas
$10.1M -$548K -9,019 -5%
RhumbLine Advisers
466
RhumbLine Advisers
Massachusetts
$10.1M -$8.96M -147,439 -47%
NGA
467
Naples Global Advisors
Florida
$9.88M +$143K +2,355 +1%
CAC
468
Certified Advisory Corp
Florida
$9.84M +$354K +5,830 +4%
HCM
469
Highview Capital Management
Illinois
$9.84M +$1.07M +17,691 +12%
SG Americas Securities
470
SG Americas Securities
New York
$9.83M -$952K -15,670 -9%
AWC
471
Abundance Wealth Counselors
Pennsylvania
$9.81M -$273K -4,497 -3%
RFO
472
RiverGlades Family Offices
Florida
$9.8M -$89.3K -1,492 -0.9%
GC
473
Grimes & Company
Massachusetts
$9.79M +$1.64K +27 +0%
CFB
474
Cullen/Frost Bankers
Texas
$9.69M +$780K +12,846 +9%
SFB
475
STAR Financial Bank
Indiana
$9.68M -$383K -6,300 -4%
17 18
19
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