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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 %
AFO
726
Arrowroot Family Office
California
$4.72M +$296K +4,872 +7%
SIM
727
Seaview Investment Managers
Florida
$4.71M +$318K +5,243 +7%
GSB
728
Greenfield Savings Bank
Massachusetts
$4.7M +$301K +4,953 +7%
SWA
729
SOA Wealth Advisors
New York
$4.68M -$149K -2,456 -3%
SOS
730
Silver Oak Securities
Tennessee
$4.67M -$221K -3,646 -5%
SF
731
Summit Financial
New Jersey
$4.67M +$368K +6,061 +9%
AM
732
AGF Management
Ontario, Canada
$4.64M -$60.7K -1,000 -1%
LF
733
LifeSteps Financial
California
$4.62M -$158K -2,598 -3%
CHC
734
City Holding Co
West Virginia
$4.6M +$316K +5,197 +7%
SCA
735
Sandy Cove Advisors
Massachusetts
$4.59M +$110K +1,819 +2%
DL
736
DOHJ LLC
Washington
$4.59M +$591K +9,737 +15%
FNBOO
737
First National Bank of Omaha
Nebraska
$4.58M -$526K -9,007 -10%
FPCG
738
Forum Private Client Group
Indiana
$4.58M +$71.6K +1,179 +2%
PPWM
739
PFG Private Wealth Management
Florida
$4.58M -$38.1K -627 -0.8%
AWM
740
Aprio Wealth Management
Georgia
$4.56M +$3.96M +65,252 +662%
FPAS
741
Focus Partners Advisor Solutions
Missouri
$4.55M +$1.24M +20,444 +38%
UCB
742
United Community Bank
South Carolina
$4.54M +$159K +2,617 +4%
FA
743
FC Advisory
Pennsylvania
$4.53M +$54.2K +892 +1%
TSS
744
Two Sigma Securities
New York
$4.53M +$4.18M +68,749 +1,187%
CT
745
Colonial Trust
South Carolina
$4.5M +$12.5K +206 +0.3%
SAF
746
Smith Anglin Financial
Texas
$4.49M -$717K -11,809 -14%
TCOO
747
Trust Company of Oklahoma
Oklahoma
$4.48M +$34.9K +575 +0.8%
CFGS
748
Concourse Financial Group Securities
Alabama
$4.47M -$201K -3,316 -4%
BFWA
749
Benchmark Financial Wealth Advisors
Florida
$4.46M -$384K -6,323 -8%
MCC
750
Money Concepts Capital
Florida
$4.43M +$468K +7,707 +12%
28 29
30
31 32