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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 %
PFG
651
Pacific Financial Group
Washington
$5.67M +$48.2K +794 +0.9%
FTS
652
Fifth Third Securities
Ohio
$5.66M +$87.3K +1,437 +2%
ONB
653
Old National Bancorp
Indiana
$5.65M -$133K -2,189 -2%
RG
654
Rathbones Group
United Kingdom
$5.65M +$417K +6,870 +8%
EFS
655
Essex Financial Services
Connecticut
$5.65M +$166K +2,737 +3%
CWM
656
Cranbrook Wealth Management
Michigan
$5.65M +$94.8K +1,561 +2%
AWM
657
AE Wealth Management
Kansas
$5.64M -$33.7M -554,169 -86%
SFG
658
Summit Financial Group
West Virginia
$5.63M -$168K -2,770 -3%
BA
659
Bellwether Advisors
Nebraska
$5.63M -$1.09K -18 -0%
BWG
660
Balanced Wealth Group
Ohio
$5.62M -$4.61M -76,986 -45%
MA
661
Mutual Advisors
Nebraska
$5.59M +$1.51M +24,858 +37%
CG
662
Cynosure Group
Utah
$5.57M +$57.3K +943 +1%
UWM
663
USAdvisors Wealth Management
Minnesota
$5.56M -$226K -3,733 -4%
SR
664
Syntax Research
Florida
$5.55M -$85.5K -1,408 -2%
PS
665
Principal Securities
Iowa
$5.54M +$414K +6,811 +8%
BC
666
Bricktown Capital
Michigan
$5.54M – – –
FC
667
FCA Corp
Texas
$5.49M -$6.2K -102 -0.1%
CB
668
Centennial Bank
Arkansas
$5.49M -$251K -4,136 -4%
FW
669
Fairway Wealth
Ohio
$5.44M +$590K +9,708 +12%
CFD
670
Creative Financial Designs
Indiana
$5.42M +$758K +12,474 +16%
CWA
671
Clarus Wealth Advisors
Arizona
$5.42M +$607K +10,322 +13%
SFS
672
Sowell Financial Services
Arkansas
$5.42M -$92.6K -1,525 -2%
CW
673
CreativeOne Wealth
Kansas
$5.42M +$2.13M +35,078 +65%
TCG
674
Transcendent Capital Group
Oklahoma
$5.41M +$3.18M +52,387 +143%
TFCP
675
Twin Focus Capital Partners
Massachusetts
$5.41M +$21.7K +358 +0.4%
25 26
27
28 29