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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 %
TFGT
1251
TS Financial Group (TSFG)
Illinois
$1.06M -$53.4K -879 -5%
SAM
1252
S.A. Mason
Michigan
$1.06M +$1.82K +30 +0.2%
SIC
1253
Samalin Investment Counsel
New York
$1.06M -$218K -3,581 -17%
HA
1254
HFG Advisors
Ohio
$1.06M – – –
LCM
1255
LVM Capital Management
Michigan
$1.06M -$304 -5 -0%
PA
1256
Procyon Advisors
Connecticut
$1.06M -$181K -2,989 -15%
TNBTD
1257
Trustmark National Bank Trust Department
Mississippi
$1.06M -$9.11K -150 -0.9%
AP
1258
Appleton Partners
Massachusetts
$1.06M -$3.16K -52 -0.3%
KWA
1259
Kingswood Wealth Advisors
California
$1.05M +$401K +6,605 +61%
JWWM
1260
Johnson & White Wealth Management
Pennsylvania
$1.05M +$124K +2,041 +13%
TPA
1261
Trivium Point Advisory
Connecticut
$1.05M -$1.64K -27 -0.2%
IWP
1262
Invenio Wealth Partners
Florida
$1.04M -$240K -3,950 -19%
GWM
1263
Greenwich Wealth Management
Connecticut
$1.04M +$78.9K +1,300 +8%
SXL
1264
Summit X LLC
Missouri
$1.04M -$60.1K -989 -5%
TA
1265
TFG Advisers
Michigan
$1.04M -$14.6K -241 -1%
DFG
1266
Demars Financial Group
Washington
$1.04M -$35.8K -590 -3%
CWG
1267
Cornerstone Wealth Group
North Carolina
$1.03M +$1.03M +17,025 New
OCM
1268
One Capital Management
California
$1.03M -$25.8K -424 -2%
CAWM
1269
Capital Advisors Wealth Management
Washington
$1.03M -$4.19K -69 -0.4%
SAG
1270
SageView Advisory Group
California
$1.03M -$9.42M -140,359 -90%
BFWM
1271
Bright Futures Wealth Management
New York
$1.03M +$1.03M +17,628 New
CI
1272
Cambiar Investors
Colorado
$1.03M -$2.7M -44,494 -72%
HNW
1273
High Note Wealth
Minnesota
$1.02M +$18.2K +300 +2%
IAS
1274
Insigneo Advisory Services
Florida
$1.02M +$89K +1,465 +10%
TI
1275
Trexquant Investment
Connecticut
$1.02M -$613K -10,094 -38%
49 50
51
52 53