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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 %
RWM
1076
Rockwood Wealth Management
Pennsylvania
$1.7M +$182 +3 +0%
ONST
1077
Old North State Trust
North Carolina
$1.7M +$1.7M +27,945 New
BAM
1078
Berkshire Asset Management
Pennsylvania
$1.69M – – –
SL
1079
Sentinus LLC
Illinois
$1.69M +$1.69M +27,863 New
CFG
1080
Cooper Financial Group
California
$1.69M +$75.2K +1,238 +5%
EK
1081
Evensky & Katz
Florida
$1.69M -$56.9K -937 -3%
MMHP
1082
Murphy Middleton Hinkle & Parker
Georgia
$1.68M -$2.49K -41 -0.1%
RA
1083
RFG Advisory
Alabama
$1.68M +$121K +1,986 +8%
FWP
1084
FAS Wealth Partners
Kansas
$1.68M -$47.6K -784 -3%
RRA
1085
Round Rock Advisors
Connecticut
$1.68M -$147K -2,416 -8%
TMWM
1086
Taylor & Morgan Wealth Management
Michigan
$1.66M +$42.5K +699 +3%
XF
1087
XML Financial
Maryland
$1.66M -$12.6K -207 -0.8%
FA
1088
Fiducient Advisors
Illinois
$1.65M +$99.2K +1,633 +6%
EB
1089
Eastern Bank
Massachusetts
$1.64M -$84.9K -1,398 -5%
ANB
1090
Amarillo National Bank
Texas
$1.64M -$66K -1,086 -4%
AWA
1091
Aaron Wealth Advisors
Illinois
$1.64M -$303K -4,990 -16%
WA
1092
WP Advisors
California
$1.63M +$4.19K +69 +0.3%
CBT
1093
CoreFirst Bank & Trust
Kansas
$1.63M +$524K +8,635 +47%
AG
1094
Ascent Group
Virginia
$1.62M -$148K -2,440 -8%
PCA
1095
Pallas Capital Advisors
Massachusetts
$1.62M -$391K -6,443 -19%
SIC
1096
Salem Investment Counselors
North Carolina
$1.62M -$24.4K -401 -1%
TW
1097
TrinityPoint Wealth
Connecticut
$1.61M +$62.5K +1,029 +4%
OSAM
1098
O'Shaughnessy Asset Management
Connecticut
$1.61M +$605K +9,967 +60%
CFS
1099
Coordinated Financial Services
Colorado
$1.6M +$1.6M +26,338 New
MAWCM
1100
Mine & Arao Wealth Creation & Management
California
$1.6M -$73.9K -1,217 -4%
42 43
44
45 46