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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 %
WS
576
Wela Strategies
Georgia
$7.38M -$7.83M -128,829 -51%
BOH
577
Bank of Hawaii
Hawaii
$7.37M -$301K -4,950 -4%
State of Wisconsin Investment Board
578
State of Wisconsin Investment Board
Wisconsin
$7.34M -$3.32M -54,720 -31%
P
579
Pitcairn
Pennsylvania
$7.31M +$5.54M +91,130 +311%
DCM
580
Dupont Capital Management
Delaware
$7.31M -$19.1M -313,695 -72%
LSPW
581
Lake Street Private Wealth
Illinois
$7.25M +$6.69M +110,089 +1,181%
EFS
582
Econ Financial Services
Pennsylvania
$7.21M -$642K -10,570 -8%
Chevy Chase Trust
583
Chevy Chase Trust
Maryland
$7.16M -$110K -1,803 -2%
BCM
584
Boltwood Capital Management
California
$7.16M -$34.6K -570 -0.5%
MF
585
Meridian Financial
Massachusetts
$7.16M -$53.3K -878 -0.7%
PIAS
586
PCA Investment Advisory Services
Ohio
$7.1M +$255K +4,199 +4%
RFG
587
RFP Financial Group
Georgia
$7.08M +$203K +3,347 +3%
HWM
588
HB Wealth Management
Georgia
$7.04M +$816K +13,428 +13%
BCMO
589
Buckingham Capital Management (Ohio)
Ohio
$7.02M -$57.7K -950 -0.8%
PFS
590
Prospera Financial Services
Texas
$7.02M +$82.4K +1,356 +1%
KOMWMG
591
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.01M -$2.09M -34,367 -23%
WQ
592
Wealth Quarterback
New Jersey
$7.01M -$505K -8,307 -7%
MBI
593
May Barnhard Investments
Maryland
$6.99M -$1.3M -21,345 -16%
TDWM
594
Topel & Distasi Wealth Management
California
$6.99M +$6.38K +105 +0.1%
IA
595
IFS Advisors
Kansas
$6.94M -$35.2K -580 -0.5%
AWAP
596
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$6.88M +$109K +1,800 +2%
CFC
597
Client First Capital
California
$6.8M +$2.87M +47,236 +73%
PCM
598
Penserra Capital Management
California
$6.8M +$6.8M +111,905 New
JFG
599
Jefferies Financial Group
New York
$6.79M -$497K -8,184 -7%
RIA
600
Regal Investment Advisors
Michigan
$6.73M +$72.2K +1,189 +1%
22 23
24
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