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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 %
WSWA
1301
Warren Street Wealth Advisors
California
$943K +$10.4K +171 +1%
JAFL
1302
Jay A. Fishman Ltd
Michigan
$941K -$15.2K -250 -2%
GSC
1303
Ground Swell Capital
South Carolina
$941K +$941K +15,489 New
SEEDPG
1304
S.E.E.D. Planning Group
New York
$932K +$232K +3,818 +33%
AQR Capital Management
1305
AQR Capital Management
Connecticut
$930K +$930K +15,307 New
S
1306
Syntrinsic
Colorado
$929K +$823K +13,545 +774%
JBA
1307
Johnson Bixby & Associates
Washington
$926K -$72.7K -1,197 -7%
WTA
1308
Washington Trust Advisors
Massachusetts
$923K +$790 +13 +0.1%
NSIM
1309
North Star Investment Management
Illinois
$921K -$35.8K -590 -4%
WFA
1310
Wells Financial Advisors
Massachusetts
$918K – – –
IFO
1311
Independent Family Office
New York
$918K – – –
NCM
1312
Narwhal Capital Management
Georgia
$916K – – –
CWM
1313
CCG Wealth Management
California
$916K -$1.17M -19,266 -56%
SWA
1314
Strategies Wealth Advisors
Michigan
$916K +$23.9K +394 +3%
SAM
1315
Seelaus Asset Management
New Jersey
$912K -$32.8K -540 -3%
EWM
1316
Empirical Wealth Management
Washington
$910K -$49.6K -816 -5%
Simplex Trading
1317
Simplex Trading
Illinois
$908K +$908K +14,954 New
CCA
1318
Cobblestone Capital Advisors
New York
$906K -$9.72K -160 -1%
LA
1319
Latitude Advisors
Florida
$906K -$28.5K -470 -3%
PWP
1320
Principle Wealth Partners
Connecticut
$905K +$55.9K +920 +7%
Fisher Asset Management
1321
Fisher Asset Management
Washington
$904K -$225K -3,700 -20%
ICG
1322
InterOcean Capital Group
Tennessee
$903K +$379K +6,238 +72%
WP
1323
WealthShield Partners
North Carolina
$903K -$326K -5,364 -27%
DSA
1324
Droms Strauss Advisors
Missouri
$900K +$17K +280 +2%
NB
1325
Northwest Bancshares
Pennsylvania
$897K +$897K +14,775 New
51 52
53
54 55