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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 %
MIM
551
MetLife Investment Management
New Jersey
$7.79M -$66.8K -1,100 -0.9%
EWM
552
EPG Wealth Management
Georgia
$7.78M -$28.5K -469 -0.4%
ACM
553
Advisors Capital Management
New Jersey
$7.74M +$997K +16,407 +15%
GWMR
554
GC Wealth Management RIA
Massachusetts
$7.72M +$7.33M +120,695 +1,901%
HP
555
Hilltop Partners
Indiana
$7.7M -$5.48M -90,297 -42%
HF
556
Halpern Financial
Virginia
$7.7M -$137K -2,282 -2%
FG
557
Fiduciary Group
Georgia
$7.69M +$283K +4,651 +4%
CNBTD
558
Citizens National Bank Trust Department
Mississippi
$7.68M +$75.2K +1,238 +1%
CWM
559
Cahill Wealth Management
Michigan
$7.68M -$121 -2 -0%
BWM
560
Boyd Wealth Management
California
$7.66M -$3.36M -55,326 -31%
FA
561
Flagstar Advisors
New York
$7.62M +$724K +11,915 +10%
BBHC
562
Brown Brothers Harriman & Co
New York
$7.62M +$1.49M +24,556 +24%
RL
563
Rogco LP
Oklahoma
$7.61M -$143K -2,361 -2%
HI
564
Harbour Investments
Wisconsin
$7.6M +$259K +4,257 +4%
PWW
565
Pettyjohn Wood & White
Virginia
$7.56M +$42K +692 +0.6%
SIAM
566
Sterling Investment Advisors (Missouri)
Missouri
$7.55M – – –
ACGA
567
Atlanta Consulting Group Advisors
Georgia
$7.53M +$7.53M +123,926 New
AWM
568
Atticus Wealth Management
Florida
$7.51M +$322K +5,307 +4%
CIAS
569
Capital Investment Advisory Services
North Carolina
$7.51M +$136K +2,240 +2%
TA
570
Tectonic Advisors
Texas
$7.5M – – –
CCM
571
Canal Capital Management
Virginia
$7.46M -$27K -444 -0.4%
CCWA
572
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.45M -$50.5M -831,015 -87%
DC
573
Destiny Capital
Colorado
$7.42M +$504K +8,300 +7%
WB
574
WesBanco Bank
West Virginia
$7.42M +$273K +4,500 +4%
AAS
575
Asset Allocation Strategies
Michigan
$7.4M +$556K +9,152 +8%
21 22
23
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