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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 %
AWM
951
Accurate Wealth Management
Florida
$2.46M -$186K -3,293 -7%
SAMC
952
Spectrum Asset Management (California)
California
$2.45M +$2.45M +40,380 New
NF
953
Nikulski Financial
Iowa
$2.45M +$64.4K +1,060 +3%
CWA
954
Cascade Wealth Advisors
Washington
$2.44M +$2.44M +42,147 New
CFFP
955
Center for Financial Planning
Michigan
$2.43M +$7.84K +129 +0.3%
RWIA
956
Roger Wittlin Investment Advisory
California
$2.43M -$4.05M -66,663 -62%
JCM
957
Jacobi Capital Management
Pennsylvania
$2.42M -$4.68K -77 -0.2%
CBB
958
Citizens Business Bank
California
$2.41M -$243 -4 -0%
FFO
959
Fortitude Family Office
Arizona
$2.39M -$117K -1,927 -5%
CAL
960
Capital Advisors Ltd
Ohio
$2.39M -$56K -922 -2%
CTFG
961
Capstone Triton Financial Group
Oklahoma
$2.37M -$21K -345 -0.9%
B
962
Bensler
Washington
$2.36M +$54.3K +894 +2%
NFP
963
NorthLanding Financial Partners
New York
$2.36M -$67.2K -1,106 -3%
WSTAM
964
Wilbanks Smith & Thomas Asset Management
Virginia
$2.36M +$36.6K +603 +2%
1IA
965
1834 Investment Advisors
Wisconsin
$2.35M -$7.65K -126 -0.3%
GC
966
Guggenheim Capital
Illinois
$2.33M -$267K -4,389 -10%
ASW
967
Astoria Strategic Wealth
Texas
$2.32M +$4.13K +68 +0.2%
IAS
968
Investment Advisory Services
Texas
$2.32M +$26.7K +440 +1%
RT
969
Rockland Trust
Massachusetts
$2.31M -$160K -2,640 -7%
LFP
970
Lakeshore Financial Planning
Michigan
$2.3M -$23.1K -380 -1%
MWM
971
MY Wealth Management
Maryland
$2.29M -$1.4M -23,035 -38%
CGPCS
972
Capital Group Private Client Services
California
$2.29M +$250K +4,120 +12%
Koshinski Asset Management
973
Koshinski Asset Management
Illinois
$2.28M -$152K -2,500 -6%
CL
974
COWA LLC
Oklahoma
$2.26M -$40.9K -673 -2%
G
975
Gainplan
Michigan
$2.26M +$93.4K +1,537 +4%
37 38
39
40 41