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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 %
LWM
1401
Lakeridge Wealth Management
Ohio
$765K +$44.2K +727 +6%
ZIC
1402
ZWJ Investment Counsel
Georgia
$764K +$28.5K +470 +4%
CCWM
1403
Cassaday & Co Wealth Management
Virginia
$762K +$11.5K +190 +2%
SHA
1404
Seneca House Advisors
Virginia
$761K +$364 +6 +0%
MFC
1405
Morris Financial Concepts
South Carolina
$760K -$56.7K -934 -7%
BWM
1406
BKM Wealth Management
Wisconsin
$759K -$38.6K -636 -5%
WDG
1407
Wealth Dimensions Group
Ohio
$759K -$3.64K -60 -0.5%
PP
1408
Patten & Patten
Tennessee
$759K -$61 -1 -0%
SCA
1409
Sage Capital Advisors
South Dakota
$758K +$1.88K +31 +0.2%
AF
1410
Alerus Financial
North Dakota
$750K – – –
UB
1411
Umpqua Bank
Oregon
$750K +$750K +12,345 New
WP
1412
Westmount Partners
California
$749K +$116K +1,915 +18%
PCA
1413
Prosperity Capital Advisors
Ohio
$748K +$352K +5,796 +89%
CMP
1414
Courage Miller Partners
Virginia
$747K -$21.3K -350 -3%
Invesco
1415
Invesco
Georgia
$746K +$3.71K +61 +0.5%
SWM
1416
SFG Wealth Management
Maryland
$746K -$53.3K -878 -7%
TSWM
1417
Tyler-Stone Wealth Management
Ohio
$745K +$65.5K +1,078 +10%
PG
1418
Prostatis Group
Maryland
$742K -$724K -11,917 -49%
PL
1419
Plancorp LLC
Missouri
$742K +$3.22K +53 +0.4%
SHJ
1420
Sharkey, Howes & Javer
Colorado
$742K -$157K -2,577 -17%
WLPWM
1421
Walled Lake Planning & Wealth Management
Illinois
$742K +$24.3K +400 +3%
SWM
1422
Shelton Wealth Management
Texas
$739K -$53.1K -875 -7%
LWM
1423
Luminvest Wealth Management
Arizona
$735K -$2.94M -47,656 -80%
FWA
1424
FSC Wealth Advisors
New York
$733K +$234K +3,850 +47%
KL
1425
KWMG LLC
Kansas
$733K -$99.9K -1,645 -12%
55 56
57
58 59