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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 %
IC
876
IEQ Capital
California
$3.08M +$218K +3,585 +8%
SIAS
877
Summit Investment Advisory Services
Minnesota
$3.05M -$7.84K -129 -0.3%
GFWA
878
Grey Fox Wealth Advisors
Delaware
$3.04M -$15.2K -251 -0.5%
BRM
879
Boston Research & Management
Massachusetts
$3.01M -$58.2K -959 -2%
CNB
880
Camden National Bank
Maine
$3M -$245K -4,038 -8%
BC
881
Bowman & Company
Wisconsin
$2.98M +$2.07M +34,038 +228%
SSA
882
Schonfeld Strategic Advisors
New York
$2.97M +$2.97M +48,914 New
HSA
883
HBK Sorce Advisory
Pennsylvania
$2.97M -$27.5K -453 -0.9%
TAM
884
Townsend Asset Management
North Carolina
$2.97M -$9.29K -153 -0.3%
CA
885
Continuum Advisory
Idaho
$2.97M +$30.2K +504 +1%
LFA
886
Legacy Financial Advisors
Kentucky
$2.96M +$235K +3,873 +9%
BONH
887
Bank of New Hampshire
New Hampshire
$2.93M +$24.2K +399 +0.8%
GPI
888
General Partner Inc
Pennsylvania
$2.92M +$289K +4,750 +11%
BMCM
889
Bryn Mawr Capital Management
Pennsylvania
$2.92M +$294K +4,835 +11%
MWM
890
Mission Wealth Management
California
$2.92M +$910K +14,977 +45%
BFO
891
Biltmore Family Office
North Carolina
$2.91M -$24.8K -409 -0.8%
E
892
ETFidea
New York
$2.91M -$19.3K -317 -0.7%
FHA
893
Flagship Harbor Advisors
Massachusetts
$2.91M +$1.01M +16,688 +54%
LGA
894
Lebenthal Global Advisors
New York
$2.9M -$43.9K -722 -1%
3F
895
360 Financial
Minnesota
$2.9M +$91.5K +1,507 +3%
GHA
896
GW Henssler & Associates
Georgia
$2.89M -$217K -3,579 -7%
PFG
897
Prosperity Financial Group
California
$2.88M +$2.37M +39,018 +462%
IMC Chicago
898
IMC Chicago
Illinois
$2.87M +$2.87M +47,321 New
PG
899
Patten Group
Tennessee
$2.87M -$72.9K -1,200 -2%
NEPWA
900
New England Private Wealth Advisors
Massachusetts
$2.86M +$9.67K +160 +0.3%
34 35
36
37 38