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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 %
CWM
76
Connecticut Wealth Management
Connecticut
$110M +$2.5M +41,084 +2%
AIA
77
Ally Invest Advisors
North Carolina
$108M +$181K +2,981 +0.2%
CWM
78
Cahaba Wealth Management
Georgia
$105M +$4.25M +69,996 +4%
BBA
79
BLB&B Advisors
Pennsylvania
$104M +$5.97M +98,222 +6%
WT
80
Whittier Trust
California
$98.4M +$2.83M +46,545 +3%
LW
81
Linscomb Wealth
Texas
$98.2M -$42.5K -699 -0%
BF
82
BOK Financial
Oklahoma
$96M -$4.49M -74,394 -4%
BPWM
83
Badgley Phelps Wealth Managers
Washington
$95.5M -$4.32M -71,070 -4%
AIM
84
Acropolis Investment Management
Missouri
$92.4M -$139K -2,287 -0.2%
Bessemer Group
85
Bessemer Group
New Jersey
$92.3M -$1.36M -22,353 -1%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$92.3M -$7.84M -129,046 -8%
FMII
87
Farmers & Merchants Investments Inc
Nebraska
$90M +$2.03M +33,409 +2%
LWMT
88
Legacy Wealth Management (Tennessee)
Tennessee
$89.8M -$4.75M -78,242 -5%
State Street
89
State Street
Massachusetts
$89.4M -$5.78M -95,198 -6%
M&T Bank
90
M&T Bank
New York
$87M -$4.3M -70,867 -5%
LFS
91
Lutz Financial Services
Nebraska
$86.6M +$375K +6,175 +0.4%
SPIA
92
Steward Partners Investment Advisory
New York
$86.6M +$161K +2,654 +0.2%
FIB
93
First Interstate Bank
Montana
$85.6M +$3.2M +52,674 +4%
TIAA Trust, National Association
94
TIAA Trust, National Association
North Carolina
$85.1M -$45.4M -747,330 -35%
FHB
95
First Hawaiian Bank
Hawaii
$80.5M -$12.6M -207,494 -14%
BFPW
96
BOK Financial Private Wealth
Colorado
$80.1M +$3.03M +49,899 +4%
KA
97
Klingman & Associates
New York
$77.3M +$1.79M +29,479 +2%
KAS
98
Kestra Advisory Services
Texas
$77.1M +$3.44M +56,605 +5%
CAM
99
Chandler Asset Management
California
$77M -$16.7M -274,257 -18%
VC
100
Vicus Capital
Pennsylvania
$76.7M +$634K +10,446 +0.8%
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4
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