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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 %
TA
526
TruWealth Advisors
Louisiana
$8.32M +$249K +4,100 +3%
HHWM
527
Hiley Hunt Wealth Management
Nebraska
$8.31M +$327K +5,387 +4%
TC
528
TAP Consulting
Missouri
$8.31M -$204K -3,365 -2%
CFC
529
Coyle Financial Counsel
Illinois
$8.28M +$118K +1,944 +1%
Lido Advisors
530
Lido Advisors
California
$8.21M +$282K +4,647 +4%
6F
531
626 Financial
Michigan
$8.19M +$810K +13,328 +11%
UWPG
532
Ullmann Wealth Partners Group
Florida
$8.17M -$350K -5,759 -4%
SF
533
Synovus Financial
Georgia
$8.11M +$175K +2,877 +2%
CGFA
534
Colton Groome Financial Advisors
North Carolina
$8.11M +$769K +12,654 +10%
AWM
535
Avior Wealth Management
Nebraska
$8.09M -$402K -6,621 -5%
NCM
536
Novare Capital Management
North Carolina
$8.09M +$2.79M +45,999 +53%
GIA
537
GHP Investment Advisors
Colorado
$8.08M -$29.6K -488 -0.4%
BRWA
538
B. Riley Wealth Advisors
Florida
$8.07M -$17.5M -69,868 -68%
IA
539
IFG Advisors
Missouri
$8.06M +$431K +7,089 +6%
EWA
540
Exencial Wealth Advisors
Oklahoma
$8.05M -$332K -5,465 -4%
GVAG
541
Great Valley Advisor Group
Delaware
$8M -$270K -4,448 -3%
MCM
542
Magnolia Capital Management
New York
$7.97M -$12.1K -200 -0.2%
CAM
543
Campion Asset Management
Virginia
$7.97M +$1.22M +20,151 +18%
MWM
544
Mascoma Wealth Management
New Hampshire
$7.89M -$113K -1,867 -1%
FNBOH
545
First National Bank of Hutchinson
Kansas
$7.85M -$358K -5,900 -4%
PTC
546
Private Trust Company
Ohio
$7.85M +$68.5K +1,128 +0.9%
WT
547
Washington Trust
Rhode Island
$7.84M +$469K +7,715 +6%
BSW
548
Buckingham Strategic Wealth
Missouri
$7.84M +$366K +6,029 +5%
SWA
549
Stratos Wealth Advisors
Ohio
$7.81M +$583K +9,605 +8%
RIA
550
Richwood Investment Advisors
Ohio
$7.8M -$140K -2,299 -2%
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