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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 %
GSIAS
1101
Garden State Investment Advisory Services
New Jersey
$1.58M +$144K +2,381 +10%
PWM
1102
Prosperity Wealth Management
California
$1.58M +$1.23M +20,297 +360%
TA
1103
TFB Advisors
Kansas
$1.58M +$266K +4,662 +20%
GWA
1104
GGM Wealth Advisors
Maryland
$1.57M -$120K -2,005 -7%
CD
1105
Chapin Davis
Maryland
$1.57M -$27.7K -456 -2%
AIM
1106
Alhambra Investment Management
Florida
$1.57M -$587K -9,668 -27%
DSC
1107
Duncker Streett & Co
Missouri
$1.57M -$16.8K -276 -1%
WPW
1108
Watershed Private Wealth
Illinois
$1.56M -$5.09M -83,775 -77%
KLCM
1109
KG&L Capital Management
Louisiana
$1.55M +$4.01K +66 +0.3%
OHWP
1110
Oak Harbor Wealth Partners
North Carolina
$1.55M -$2.91M -47,873 -65%
AAMC
1111
Asset Allocation & Management Company
Illinois
$1.55M +$18.2K +300 +1%
RMCM
1112
Reynders McVeigh Capital Management
Massachusetts
$1.54M +$5.47K +90 +0.4%
OWA
1113
Octavia Wealth Advisors
Ohio
$1.53M +$73.5K +1,210 +5%
WE
1114
Wealth Effects
Massachusetts
$1.53M +$30.4K +500 +2%
BF
1115
Blankinship & Foster
California
$1.53M -$48.7K -802 -3%
CCA
1116
Cora Capital Advisors
New Jersey
$1.53M -$29.8K -490 -2%
GI
1117
GS Investments
Minnesota
$1.53M -$3.4K -56 -0.2%
CIS
1118
Connors Investor Services
Pennsylvania
$1.52M +$823K +13,553 +118%
EWA
1119
ERTS Wealth Advisors
Michigan
$1.52M -$157K -2,593 -9%
MAS
1120
Madden Advisory Services
Florida
$1.52M -$34.6K -569 -2%
TGAM
1121
TBH Global Asset Management
Tennessee
$1.5M +$94.8K +1,560 +7%
ESB
1122
Essex Savings Bank
Connecticut
$1.5M -$6.01M -21,692 -80%
KW
1123
KWB Wealth
California
$1.5M -$23K -378 -2%
PVAMC
1124
PPS&V Asset Management Consultants
Michigan
$1.49M -$80K -1,317 -5%
LL
1125
LWMG LLC
Minnesota
$1.48M -$170K -2,800 -10%
43 44
45
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