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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 %
TCOTS
701
Trust Company of the South
North Carolina
$4.96M -$31.9K -525 -0.6%
LFAS
702
Level Four Advisory Services
Texas
$4.94M -$19.8M -71,288 -80%
SAM
703
Securian Asset Management
Minnesota
$4.92M -$182K -3,000 -4%
CFS
704
CRA Financial Services
New Jersey
$4.88M +$40.1K +660 +0.8%
CWM
705
Castle Wealth Management
Florida
$4.88M -$530K -8,728 -10%
SW
706
StrongBox Wealth
Missouri
$4.87M +$3.16M +51,999 +184%
NYLIM
707
New York Life Investment Management
New York
$4.87M +$4.87M +80,178 New
GDP
708
Great Diamond Partners
Maine
$4.87M +$458K +7,536 +10%
VVP
709
Venture Visionary Partners
Ohio
$4.86M -$290K -4,770 -6%
MYIA
710
Mount Yale Investment Advisors
Colorado
$4.85M -$113K -1,866 -2%
SCG
711
Sonata Capital Group
Washington
$4.84M +$21.6K +356 +0.4%
PCM
712
Perritt Capital Management
Illinois
$4.84M -$13.5K -223 -0.3%
EG
713
Ellerson Group
Maryland
$4.83M -$14K -230 -0.3%
ST
714
Sabal Trust
Florida
$4.83M +$556K +9,155 +13%
MMA
715
Miracle Mile Advisors
California
$4.82M -$445K -7,329 -8%
BCM
716
Brookstone Capital Management
Illinois
$4.81M -$1.44M -23,659 -23%
American Century Companies
717
American Century Companies
Missouri
$4.8M +$492K +8,100 +11%
HCM
718
Hengehold Capital Management
Ohio
$4.8M +$222K +3,653 +5%
WG
719
Watchman Group
Texas
$4.79M +$274K +4,514 +6%
SCM
720
Sebold Capital Management
Illinois
$4.78M -$415K -6,836 -8%
TH
721
TCTC Holdings
Texas
$4.77M +$242K +3,978 +5%
FPW
722
Flagship Private Wealth
Massachusetts
$4.77M +$123K +2,027 +3%
MCA
723
MSH Capital Advisors
Arizona
$4.76M -$608K -10,003 -11%
SFP
724
Sterling Financial Planning
New Jersey
$4.76M -$227K -3,731 -5%
GWM
725
GSB Wealth Management
Connecticut
$4.75M +$453K +7,455 +11%
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