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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 %
ANBT
601
American National Bank & Trust
Texas
$6.73M -$101K -1,655 -1%
TFA
602
Trinity Financial Advisors
Ohio
$6.73M +$699K +11,506 +12%
TWP
603
Triad Wealth Partners
Kansas
$6.72M +$6.72M +110,703 New
PGFC
604
Peapack-Gladstone Financial Corp
New Jersey
$6.7M +$108K +1,786 +2%
NSB
605
Norway Savings Bank
Maine
$6.68M +$679K +11,186 +11%
WFAG
606
Wescott Financial Advisory Group
Pennsylvania
$6.65M -$134K -2,206 -2%
PB
607
Pinnacle Bancorp
Nebraska
$6.65M -$124K -2,049 -2%
ACM
608
Armbruster Capital Management
New York
$6.61M -$269K -4,425 -4%
SSWM
609
Sheets Smith Wealth Management
North Carolina
$6.58M -$24.4K -402 -0.4%
LCOV
610
London Company of Virginia
Virginia
$6.56M -$10.5M -172,399 -61%
AFS
611
AFG Fiduciary Services
Massachusetts
$6.56M -$209K -3,490 -3%
LT
612
Legacy Trust
Michigan
$6.54M -$148K -2,430 -2%
SFI
613
SPC Financial Inc
Maryland
$6.54M +$767K +12,633 +13%
FFA
614
Farther Finance Advisors
California
$6.53M -$49.4K -819 -0.8%
IA
615
IFP Advisors
Florida
$6.53M -$385K -6,339 -6%
SSW
616
Smith Shellnut Wilson
Mississippi
$6.49M -$104K -1,707 -2%
LIA
617
LBMC Investment Advisors
Tennessee
$6.48M +$299K +4,920 +5%
GFS
618
GYL Financial Synergies
Connecticut
$6.48M -$27.6K -455 -0.4%
CSA
619
Cottage Street Advisors
Massachusetts
$6.48M -$20.3K -334 -0.3%
EL
620
EWA LLC
Pennsylvania
$6.47M -$9.34M -156,217 -59%
CTC
621
Central Trust Company
Missouri
$6.46M -$279K -4,587 -4%
SFC
622
Strategic Financial Concepts
Texas
$6.43M +$2.64M +43,511 +70%
TSWM
623
Triangle Securities Wealth Management
North Carolina
$6.36M +$121K +1,988 +2%
BHIA
624
Birch Hill Investment Advisors
Massachusetts
$6.32M +$116K +1,909 +2%
RCAG
625
Rehmann Capital Advisory Group
Michigan
$6.29M +$12.8K +210 +0.2%
23 24
25
26 27