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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 %
HWA
1351
Hilltop Wealth Advisors
North Carolina
$860K -$74.3K -1,224 -8%
FI
1352
Financial Insights
Washington
$857K – – –
MCM
1353
MV Capital Management
Maryland
$852K +$15.3K +252 +2%
AAG
1354
Armstrong Advisory Group
Massachusetts
$851K -$3.4M -12,276 -80%
CWA
1355
Consilio Wealth Advisors
Washington
$850K -$64.4K -1,060 -7%
TNB
1356
Thomasville National Bank
Georgia
$849K -$27.8K -457 -3%
GAM
1357
Gotham Asset Management
New York
$848K +$848K +13,955 New
GWM
1358
GDS Wealth Management
Texas
$846K -$63.7K -1,049 -7%
CKAIS
1359
Christensen King & Associates Investment Services
Washington
$843K -$10.3K -169 -1%
BCA
1360
Bay Colony Advisors
Massachusetts
$841K +$5.35K +88 +0.6%
HIC
1361
Hartline Investment Corp
Illinois
$841K +$841K +13,853 New
SW
1362
SteelPeak Wealth
California
$837K -$21.8K -359 -3%
FFN
1363
Focus Financial Network
Minnesota
$836K -$723K -12,808 -46%
GAG
1364
GM Advisory Group
New York
$829K +$47K +774 +6%
BIAS
1365
Beacon Investment Advisory Services
New Jersey
$829K +$260K +4,285 +46%
VCP
1366
Verus Capital Partners
Arizona
$826K +$278K +4,581 +51%
RIM
1367
Rakuten Investment Management
Japan
$826K +$826K +13,595 New
NLP
1368
Next Level Private
New York
$825K +$1.82K +30 +0.2%
BFA
1369
Bragg Financial Advisors
North Carolina
$825K +$105K +1,725 +15%
PCM
1370
Palisade Capital Management
New Jersey
$824K +$82.8K +1,364 +11%
SFP
1371
Shepherd Financial Partners
Massachusetts
$823K +$97.8K +1,610 +13%
S
1372
SignatureFD
Georgia
$822K +$790 +13 +0.1%
AWA
1373
Arkadios Wealth Advisors
Georgia
$822K +$64.8K +1,067 +9%
YWS
1374
Yarger Wealth Strategies
Ohio
$820K +$2.07K +34 +0.3%
KA
1375
Kooman & Associates
Pennsylvania
$815K -$6.26K -103 -0.8%
53 54
55
56 57