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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 %
Qube Research & Technologies (QRT)
1151
Qube Research & Technologies (QRT)
United Kingdom
$1.4M -$545K -8,976 -28%
BLC
1152
Brown, Lisle/Cummings
Rhode Island
$1.39M +$42.6K +702 +3%
CWS
1153
Confluence Wealth Services
Pennsylvania
$1.39M -$24.3K -400 -2%
SL
1154
SFM LLC
New Hampshire
$1.39M -$176K -2,890 -11%
LRWA
1155
Long Run Wealth Advisors
New York
$1.38M – – –
GWP
1156
Gateway Wealth Partners
Wisconsin
$1.38M +$26.4K +434 +2%
NS
1157
NBC Securities
Alabama
$1.38M +$2.01K +33 +0.1%
SS
1158
Sunbelt Securities
Texas
$1.38M -$53.6K -882 -4%
SWM
1159
Shakespeare Wealth Management
Wisconsin
$1.37M -$121K -1,994 -8%
KF
1160
Krilogy Financial
Missouri
$1.37M +$1.37M +22,504 New
CASC
1161
Coppell Advisory Solutions Corp
Texas
$1.36M +$1.36M +22,466 New
TIM
1162
Tortoise Investment Management
New York
$1.36M -$36.1K -595 -3%
IPW
1163
Invictus Private Wealth
Colorado
$1.36M -$12.3K -202 -0.9%
PFG
1164
Pinnacle Financial Group
Illinois
$1.36M -$10.3K -169 -0.8%
EA
1165
Everpar Advisors
Oklahoma
$1.35M +$284K +4,672 +27%
DW
1166
Dodds Wealth
Colorado
$1.35M +$161K +2,646 +13%
ZF
1167
Zhang Financial
Michigan
$1.35M -$30.6K -503 -2%
SA
1168
Strategic Advocates
Utah
$1.35M -$13.6M -224,400 -91%
MWA
1169
Midland Wealth Advisors
Illinois
$1.35M +$303K +4,988 +29%
CFG
1170
Cosner Financial Group
Colorado
$1.35M +$10.6K +174 +0.8%
FFA
1171
Fortune Financial Advisors
Kansas
$1.34M -$32.9K -541 -2%
SCM
1172
Sage Capital Management
New Jersey
$1.34M +$3.28K +54 +0.2%
TCM
1173
Tufton Capital Management
Maryland
$1.34M +$8.2K +135 +0.6%
1WM
1174
1900 Wealth Management
Texas
$1.34M -$17.3K -285 -1%
CCWM
1175
Correct Capital Wealth Management
Missouri
$1.33M -$176K -2,893 -12%
45 46
47
48 49