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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 %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$450M -$10.1M -165,551 -2%
MRC
27
Millburn Ridgefield Corp
New York
$444M -$2.78M -45,746 -0.6%
CCA
28
Catalyst Capital Advisors
New York
$444M -$2.78M -45,746 -0.6%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$432M -$2.39M -39,334 -0.5%
HighTower Advisors
30
HighTower Advisors
Illinois
$415M +$4.46M +73,336 +1%
WANY
31
Wealthspire Advisors (New York)
New York
$410M -$1.03M -16,929 -0.3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$378M -$364K -5,995 -0.1%
AG
33
AlTi Global
New York
$369M +$15.6M +256,129 +4%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$362M -$1.17M -19,278 -0.3%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$324M -$6.69M -110,092 -2%
AA
36
Alesco Advisors
New York
$321M +$9.08M +149,532 +3%
Creative Planning
37
Creative Planning
Kansas
$313M -$6.81M -112,115 -2%
US Bancorp
38
US Bancorp
Minnesota
$276M +$10.3M +168,976 +4%
NMIMC
39
Northwestern Mutual Investment Management Company
Wisconsin
$273M -$44.2M -727,130 -14%
CWM
40
Circle Wealth Management
New Jersey
$261M +$78.8K +1,298 +0%
HNB
41
Huntington National Bank
Ohio
$231M -$197M – –
MCM
42
MAI Capital Management
Ohio
$221M +$22.2M +365,259 +11%
Franklin Resources
43
Franklin Resources
California
$205M +$8.09M +133,126 +4%
Members Trust
44
Members Trust
Florida
$197M -$16M -263,292 -8%
Stifel Financial
45
Stifel Financial
Missouri
$195M +$12.3M +201,684 +7%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$193M +$3.54M +58,331 +2%
Cerity Partners
47
Cerity Partners
New York
$193M -$139M -2,281,650 -42%
SWM
48
Spire Wealth Management
Virginia
$191M +$516K +1,379 +0.3%
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$187M +$23.7M +390,574 +14%
MERSOM
50
Municipal Employees' Retirement System of Michigan
Michigan
$179M -$49.6M -817,289 -22%
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