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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 %
JIC
801
Joel Isaacson & Co
New York
$3.82M +$293K +4,825 +8%
KIG
802
Kowal Investment Group
Wisconsin
$3.82M +$117K +1,930 +3%
BCG
803
Breakwater Capital Group
New Jersey
$3.81M -$48.5K -798 -1%
PRWA
804
Platte River Wealth Advisors
Colorado
$3.79M +$265K +4,360 +8%
Neuberger Berman Group
805
Neuberger Berman Group
New York
$3.78M -$95.5K -1,573 -2%
NOI
806
Newton One Investments
Delaware
$3.77M -$26.2K -431 -0.7%
VFA
807
Valeo Financial Advisors
Indiana
$3.74M +$161K +2,779 +4%
HIA
808
HTG Investment Advisors
Connecticut
$3.73M +$197K +3,246 +6%
WJA
809
Willis Johnson & Associates
Texas
$3.71M +$26.1K +429 +0.7%
ST
810
Spinnaker Trust
Maine
$3.7M -$90K -1,481 -2%
Deutsche Bank
811
Deutsche Bank
Germany
$3.7M +$3.04K +50 +0.1%
NAG
812
Northstar Advisory Group
New Jersey
$3.69M -$6.41M -107,167 -63%
ECM
813
Evergreen Capital Management
Washington
$3.69M +$584K +9,617 +19%
PI
814
PFG Investments
New York
$3.67M +$3.25M +53,521 +767%
MSWM
815
McGlone Suttner Wealth Management
Wisconsin
$3.65M -$186K -3,070 -5%
WP
816
Wealthspan Partners
Iowa
$3.64M -$204K -3,363 -5%
CV
817
Counterweight Ventures
North Carolina
$3.63M -$1.24M -20,375 -25%
CAM
818
Creekmur Asset Management
Illinois
$3.62M -$2.09M -34,451 -37%
FTC
819
Farmers Trust Company
Ohio
$3.62M +$107K +1,760 +3%
BWCS
820
Beirne Wealth Consulting Services
Connecticut
$3.61M +$52.2K +859 +1%
JWM
821
JPL Wealth Management
Colorado
$3.58M +$813K +13,386 +29%
RFN
822
RDA Financial Network
Iowa
$3.57M -$22.8K -376 -0.6%
JIP
823
Jaffetilchin Investment Partners
Florida
$3.57M -$28.1K -462 -0.8%
NP
824
Nilsine Partners
Colorado
$3.55M -$23.1K -380 -0.6%
PIA
825
Perennial Investment Advisors
California
$3.54M +$158K +2,607 +5%
31 32
33
34 35