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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 %
CFO
1001
Colony Family Offices
North Carolina
$2.12M – – –
OC
1002
Opinicus Capital
Florida
$2.12M +$262K +4,309 +14%
WDL
1003
Well Done LLC
Michigan
$2.11M -$16.8K -276 -0.8%
TIA
1004
Tiemann Investment Advisors
California
$2.11M +$96.9K +1,595 +5%
UBV
1005
United Bank (Virginia)
Virginia
$2.11M -$110K -1,819 -5%
LC
1006
LCNB Corp
Ohio
$2.09M -$24.3K -400 -1%
BA
1007
Ballew Advisors
Mississippi
$2.09M -$103K -1,757 -5%
Betterment LLC
1008
Betterment LLC
New York
$2.09M -$62.9K -1,036 -3%
WGCA
1009
Wolf Group Capital Advisors
Virginia
$2.07M -$8.28M -31,668 -80%
AWA
1010
Amplius Wealth Advisors
Pennsylvania
$2.06M -$1.76K -29 -0.1%
LWL
1011
Leo Wealth LLC
Texas
$2.06M -$1.25M -20,649 -38%
SAS
1012
Stelac Advisory Services
New York
$2.05M +$198K +3,255 +11%
PTC
1013
Philadelphia Trust Company
Pennsylvania
$2.05M – – –
MTIC
1014
Missouri Trust & Investment Company
Missouri
$2.02M +$30.4K +500 +2%
MIM
1015
Macroview Investment Management
Maryland
$2.01M +$48K +790 +2%
PGWM
1016
Pitti Group Wealth Management
New York
$2.01M -$23.2K -394 -1%
OFS
1017
Oldfather Financial Services
Nebraska
$2.01M +$1.76K +29 +0.1%
FB
1018
Fulton Bank
Pennsylvania
$2M +$175K +2,887 +10%
9WM
1019
9258 Wealth Management
Ohio
$2M -$138K -2,277 -6%
CG
1020
Corundum Group
Colorado
$2M – – –
RCG
1021
Regatta Capital Group
California
$1.99M -$134K -2,199 -6%
DWG
1022
Darden Wealth Group
Michigan
$1.98M -$34.9K -575 -2%
EB
1023
Exchange Bank
California
$1.97M -$58.3K -960 -3%
NL
1024
NWAM LLC
Washington
$1.96M -$4.21M -69,896 -68%
FAM
1025
Forte Asset Management
New York
$1.96M +$89.5K +1,474 +5%
39 40
41
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