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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 %
CIS
1176
Continental Investors Services
Washington
$1.33M -$11.2K -186 -0.8%
KCPG
1177
Kavar Capital Partners Group
Kansas
$1.33M -$1.33M -21,890 -50%
DIA
1178
Dana Investment Advisors
Wisconsin
$1.33M – – –
SIA
1179
SeaBridge Investment Advisors
New Jersey
$1.33M – – –
QCM
1180
QRG Capital Management
Illinois
$1.33M +$201K +3,312 +18%
VF
1181
Vawter Financial
Ohio
$1.32M -$17.4K -286 -1%
LA
1182
Lane & Associates
New Jersey
$1.32M +$21K +345 +2%
National Bank of Canada
1183
National Bank of Canada
Quebec, Canada
$1.32M +$6.27K +102 +0.5%
ACA
1184
Aptus Capital Advisors
Alabama
$1.31M +$568K +9,351 +76%
JWBC
1185
John W. Brooker & Co
California
$1.3M +$18.5K +304 +1%
LNB
1186
Ledyard National Bank
$1.3M -$85.6K -1,410 -6%
H
1187
HoyleCohen
California
$1.3M -$23.8K -391 -2%
LC
1188
Lincoln Capital
Nebraska
$1.3M -$36K -592 -3%
CWM
1189
Calamos Wealth Management
Illinois
$1.29M -$23.6K -388 -2%
MAM
1190
MWA Asset Management
Massachusetts
$1.29M +$39.8K +655 +3%
SPC
1191
Spirepoint Private Client
Florida
$1.28M +$1.28M +21,013 New
WCWM
1192
Wooster Corthell Wealth Management
Connecticut
$1.27M -$27.2K -447 -2%
WMP
1193
Wealth Management Partners
Arizona
$1.27M -$55.6K -915 -4%
HCM
1194
Hollencrest Capital Management
California
$1.27M +$121 +2 +0%
DI
1195
Disciplined Investments
Oklahoma
$1.27M -$39.5K -651 -3%
CWA
1196
Continuum Wealth Advisors
New York
$1.26M -$9.42K -155 -0.7%
WWP
1197
Walden Wealth Partners
Ohio
$1.26M -$70.4K -1,190 -5%
CFA
1198
CWS Financial Advisors
Michigan
$1.26M +$243 +4 +0%
SC
1199
Sapient Capital
Indiana
$1.25M -$112K -1,844 -8%
QWP
1200
Quotient Wealth Partners
Texas
$1.24M -$1.04M -17,065 -45%
46 47
48
49 50