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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 %
S
1201
Sachetta
Massachusetts
$1.24M -$4.97M -17,931 -80%
DWP
1202
Daymark Wealth Partners
Ohio
$1.23M -$224K -3,690 -15%
KHC
1203
Koesten Hirschmann & Crabtree
Kansas
$1.23M +$12.1K +200 +1%
LMIM
1204
Lockheed Martin Investment Management
Maryland
$1.23M – – –
SWM
1205
Stockman Wealth Management
Montana
$1.23M -$47.1K -775 -4%
CHA
1206
Carmichael Hill & Associates
Maryland
$1.23M -$20.3K -335 -2%
LSA
1207
Lansing Street Advisors
Pennsylvania
$1.22M -$244K -4,022 -17%
SMWM
1208
Silvia McColl Wealth Management
California
$1.22M +$8.41K +143 +0.7%
AWA
1209
ARQ Wealth Advisors
Arizona
$1.22M +$20.7K +340 +2%
TWM
1210
Thrive Wealth Management
Pennsylvania
$1.22M -$304K -5,012 -20%
PIMG
1211
Patriot Investment Management Group
Tennessee
$1.22M – – –
CG
1212
Caprock Group
Idaho
$1.22M +$425 +7 +0%
MJRIC
1213
Mogy Joel R Investment Counsel
California
$1.21M -$38K -625 -3%
WA
1214
WBH Advisory
Maryland
$1.21M +$9.11K +150 +0.8%
RA
1215
Ruggaard & Associates
Ohio
$1.21M -$23.4K -385 -2%
LA
1216
Legacy Advisors
Pennsylvania
$1.2M +$23.7K +390 +2%
RSWM
1217
Robertson Stephens Wealth Management
California
$1.2M -$867K -14,267 -42%
MA
1218
MBA Advisors
Pennsylvania
$1.2M -$14K -230 -1%
PWM
1219
PBMares Wealth Management
Virginia
$1.19M +$49.1K +808 +4%
CANC
1220
Culbertson A N & Co
Virginia
$1.18M +$271K +4,465 +30%
TPWA
1221
Twin Peaks Wealth Advisors
California
$1.18M -$6.44K -106 -0.5%
BFA
1222
Buttonwood Financial Advisors
Maryland
$1.18M -$25.2K -415 -2%
OFS
1223
Orrstown Financial Services
Pennsylvania
$1.18M +$70.7K +1,164 +6%
SFA
1224
Source Financial Advisors
New York
$1.17M +$249K +4,094 +27%
HCM
1225
Howland Capital Management
Massachusetts
$1.17M +$259K +4,265 +28%
47 48
49
50 51