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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 %
FSC
101
Full Sail Capital
Oklahoma
$74.6M +$3.23M +53,230 +5%
CAN
102
Cetera Advisor Networks
California
$73.6M +$3.76M +61,951 +5%
LF
103
Lee Financial
Texas
$73.5M +$1.46M +24,032 +2%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$72.6M -$3.99M -65,622 -5%
AFG
105
Arkansas Financial Group
Arkansas
$72M -$1.24M -20,488 -2%
LRIA
106
Leonard Rickey Investment Advisors
Washington
$71.4M +$345K +5,688 +0.5%
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$70.8M +$42.1M +693,836 +147%
PA
108
Planning Alternatives
Michigan
$70.6M -$181K -2,982 -0.3%
PFM
109
Phillips Financial Management
Indiana
$70.2M -$2.41M -39,631 -3%
SFG
110
Sage Financial Group
Pennsylvania
$70M +$3.02M +49,769 +5%
GIM
111
Goelzer Investment Management
Indiana
$69M +$7.29M +119,967 +12%
TFO
112
Tarbox Family Office
California
$68.9M +$1.21M +19,986 +2%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$67.3M -$1.25M -20,562 -2%
LI
114
LVZ Inc
Michigan
$67M -$82M -1,349,329 -55%
HI
115
Horizon Investments
North Carolina
$66.7M +$57.9M +952,423 +655%
CA
116
Cetera Advisors
Colorado
$66.6M +$13.9M +228,729 +26%
SWP
117
Stratos Wealth Partners
Ohio
$65.6M +$1.73M +28,561 +3%
CCFCSB
118
Cape Cod Five Cents Savings Bank
Massachusetts
$65.5M -$738K -12,143 -1%
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$65.2M -$6.73M -110,725 -9%
MGIA
120
Moneta Group Investment Advisors
Missouri
$65M +$3.46M +56,908 +6%
RWB
121
RMR Wealth Builders
New Jersey
$64.4M +$3.19M +52,471 +5%
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$63.4M – – –
RWM
123
RKL Wealth Management
Pennsylvania
$63.3M +$4.97M +81,892 +9%
EH
124
Equitable Holdings
New York
$61.5M -$2.62M -43,119 -4%
DWM
125
Destination Wealth Management
California
$61.2M +$504K +8,295 +0.8%
3 4
5
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