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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 %
EC
976
Estate Counselors
Wisconsin
$2.26M +$2.26M +37,175 New
CSIC
977
Clifford Swan Investment Counsel
California
$2.25M +$117K +1,920 +5%
GAM
978
GEM Asset Management
Michigan
$2.24M +$13.3K +235 +0.6%
LIM
979
Letson Investment Management
Georgia
$2.23M – – –
CW
980
CIC Wealth
Maryland
$2.23M +$5.1K +84 +0.2%
VCA
981
Verdence Capital Advisors
Maryland
$2.23M +$120K +1,978 +6%
HNWAG
982
High Net Worth Advisory Group
Florida
$2.22M +$42.6K +701 +2%
SAM
983
Silvercrest Asset Management
New York
$2.22M -$11.8K -195 -0.5%
IGWM
984
ICA Group Wealth Management
Colorado
$2.21M -$321K -5,283 -13%
WTB
985
Washington Trust Bank
Washington
$2.19M – – –
FCA
986
FinTrust Capital Advisors
South Carolina
$2.18M -$23.3K -384 -1%
NA
987
Navellier & Associates
Nevada
$2.18M – – –
MCM
988
Maple Capital Management
Vermont
$2.18M +$390K +6,425 +22%
RWP
989
Revolve Wealth Partners
New Jersey
$2.17M -$29.3K -482 -1%
DAS
990
Diversify Advisory Services
Utah
$2.17M +$2.17M +35,990 New
KBFS
991
Kohmann Bosshard Financial Services
Ohio
$2.17M – – –
AIA
992
Arcadia Investment Advisors
Idaho
$2.16M -$71.6K -1,178 -3%
BFEC
993
Benjamin F. Edwards & Company
Missouri
$2.15M -$226K -3,719 -9%
ACIM
994
Azimuth Capital Investment Management
Michigan
$2.15M -$38K -625 -2%
EW
995
Enzi Wealth
Texas
$2.14M -$17.5K -305 -0.8%
SCA
996
St. Clair Advisors
Ohio
$2.14M +$972 +16 +0%
PA
997
PSI Advisors
Florida
$2.14M -$192K -3,164 -8%
TSW
998
Three Seasons Wealth
Utah
$2.13M -$417 -7 -0%
ACM
999
Ategra Capital Management
Virginia
$2.13M -$38.5K -634 -2%
GGS
1000
Galvin Gaustad & Stein
Arizona
$2.12M -$121K -1,997 -5%
38 39
40
41 42