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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 %
PFA
626
Pettinga Financial Advisors
Indiana
$6.26M -$189K -3,118 -3%
G
627
GenTrust
Florida
$6.18M -$108K -1,772 -2%
SCA
628
Snowden Capital Advisors
New York
$6.18M -$2.03M -33,361 -25%
MOS
629
MGO One Seven
Ohio
$6.15M -$604K -9,950 -9%
CCM
630
Crew Capital Management
Ohio
$6.13M +$4.89M +80,498 +393%
SW
631
SlateStone Wealth
Florida
$6.09M +$523K +8,615 +9%
RCM
632
Richardson Capital Management
Wisconsin
$6.07M +$6.04M +99,448 +17,601%
MG
633
Mather Group
Illinois
$6.07M -$24.4M -88,157 -80%
PCM
634
Pennsylvania Capital Management
Pennsylvania
$6.06M -$383K -6,307 -6%
ACA
635
Affinity Capital Advisors
California
$6.05M +$1.45M +23,855 +31%
FC
636
Financial Council
Maryland
$6.03M -$9.42K -155 -0.2%
AFP
637
Alpha Financial Partners
Kentucky
$6.01M +$167K +2,757 +3%
FFWA
638
FRG Family Wealth Advisors
Washington
$5.96M – – –
WI
639
WrapManager Inc
California
$5.87M +$1.13M +18,602 +24%
PFA
640
Pure Financial Advisors
California
$5.83M -$346K -5,703 -6%
GTAM
641
Global Trust Asset Management
Florida
$5.83M +$130K +2,135 +2%
PMG
642
ProVise Management Group
Florida
$5.81M -$163K -2,690 -3%
BAM
643
Belpointe Asset Management
Nevada
$5.81M +$3.39M +55,792 +140%
PCM
644
Parsons Capital Management
Rhode Island
$5.79M -$265K -4,363 -4%
SCM
645
SOL Capital Management
Maryland
$5.78M -$228K -3,750 -4%
DWM
646
Dakota Wealth Management
Florida
$5.77M -$2.76M -45,420 -32%
DJYG
647
David J. Yvars Group
Florida
$5.75M -$17.1K -282 -0.3%
BIA
648
Bigelow Investment Advisors
Maine
$5.73M +$418K +6,877 +8%
AIMC
649
Alley Investment Management Company
Illinois
$5.7M +$36K +593 +0.6%
GSWM
650
Greenup Street Wealth Management
Michigan
$5.69M +$1.44M +23,674 +34%
24 25
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