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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 %
NHT
501
New Hampshire Trust
New Hampshire
$8.91M -$124K -2,035 -1%
KWM
502
Kingsview Wealth Management
Oregon
$8.81M +$1.14M +18,723 +15%
DC
503
Davenport & Co
Virginia
$8.81M +$462K +7,614 +6%
CI
504
CX Institutional
Indiana
$8.79M +$53.3K +878 +0.6%
FWIA
505
Fort Washington Investment Advisors
Ohio
$8.77M -$709K -11,665 -7%
LHC
506
Little House Capital
Massachusetts
$8.75M +$2.55M +42,013 +41%
HAC
507
Harbor Advisory Corp
New Hampshire
$8.75M -$135K -2,217 -2%
WPW
508
Waldron Private Wealth
Pennsylvania
$8.72M +$51.3K +844 +0.6%
BWA
509
BlueChip Wealth Advisors
Georgia
$8.65M -$855K -14,076 -9%
Vanguard Group
510
Vanguard Group
Pennsylvania
$8.61M +$284K +4,668 +3%
CFA
511
Cahill Financial Advisors
Minnesota
$8.58M +$309K +5,090 +4%
JWCA
512
J.W. Cole Advisors
Florida
$8.57M +$72.2K +1,190 +0.8%
MM
513
Meridian Management
Arkansas
$8.56M -$51.5K -848 -0.6%
EIA
514
Eldridge Investment Advisors
New Hampshire
$8.56M -$576K -9,488 -6%
AF
515
Advisornet Financial
Minnesota
$8.51M +$1.21M +19,881 +17%
PWA
516
Physician Wealth Advisors
Utah
$8.5M +$161K +2,825 +2%
BWA
517
Bordeaux Wealth Advisors
California
$8.47M +$202K +3,327 +2%
BMD
518
Better Money Decisions
New Mexico
$8.47M +$463K +7,615 +6%
PA
519
Parallel Advisors
California
$8.45M +$148K +2,443 +2%
PG
520
Proffitt & Goodson
Tennessee
$8.43M +$16.3K +269 +0.2%
CCB
521
Country Club Bank
Missouri
$8.38M +$594K +9,776 +8%
TCA
522
Trifecta Capital Advisors
Illinois
$8.37M +$701K +11,540 +9%
BTWM
523
Baker Tilly Wealth Management
Wisconsin
$8.37M -$437K -7,188 -5%
LSERS
524
Louisiana State Employees Retirement System
Louisiana
$8.35M -$8.22M -135,300 -50%
PW
525
Peninsula Wealth
California
$8.34M +$4.42M +72,694 +113%
19 20
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