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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 %
MIM
1126
Marco Investment Management
Georgia
$1.48M +$547 +9 +0%
AC
1127
Abbrea Capital
California
$1.47M – – –
VFPI
1128
Vantage Financial Partners (Illinois)
Illinois
$1.47M +$400K +6,588 +37%
EGWAG
1129
Elwood & Goetz Wealth Advisory Group
Georgia
$1.47M -$1.22K -20 -0.1%
IAA
1130
Independent Advisor Alliance
North Carolina
$1.47M +$86.1K +1,418 +6%
PVI
1131
Pine Valley Investments
New Jersey
$1.46M +$153K +2,523 +12%
WP
1132
WealthPLAN Partners
Nebraska
$1.46M +$99.3K +1,635 +7%
OC
1133
Oarsman Capital
Wisconsin
$1.46M +$132K +2,180 +10%
OFG
1134
Oxford Financial Group
Indiana
$1.46M -$41.6K -685 -3%
LSAG
1135
Lake Street Advisors Group
New Hampshire
$1.46M -$152K -2,510 -9%
WA
1136
Wealthstream Advisors
New York
$1.45M +$47.9K +789 +3%
TCOT
1137
Trust Company of Toledo
Ohio
$1.45M -$31K -510 -2%
FNC
1138
First National Corp
Massachusetts
$1.44M -$5.78M -20,844 -80%
TFS
1139
Thoroughbred Financial Services
Tennessee
$1.44M -$208K -3,418 -13%
MWA
1140
Motive Wealth Advisors
Michigan
$1.43M +$832K +13,698 +138%
CCM
1141
Colorado Capital Management
Colorado
$1.43M -$55.6K -915 -4%
APP
1142
Avantax Planning Partners
Iowa
$1.43M -$362K -5,959 -20%
IAG
1143
Investment Advisory Group
Massachusetts
$1.43M +$162K +2,670 +13%
TCA
1144
Transcend Capital Advisors
New Jersey
$1.43M +$469K +7,723 +49%
AC
1145
AWM Capital
Arizona
$1.42M +$954K +15,700 +205%
CCG
1146
Cypress Capital Group
Florida
$1.41M -$15M -247,692 -91%
CCA
1147
Clearwater Capital Advisors
Illinois
$1.41M -$99.8K -1,643 -7%
FTUS
1148
Flow Traders U.S.
New York
$1.41M +$227K +3,742 +19%
ASFA
1149
All Season Financial Advisors
Colorado
$1.4M +$144K +2,371 +11%
KFGK
1150
Keystone Financial Group (Kentucky)
Kentucky
$1.4M +$202K +3,328 +17%
44 45
46
47 48