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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 %
IIC
1426
Ironwood Investment Counsel
Arizona
$733K -$15.2K -250 -2%
SAI
1427
Savvy Advisors Inc
New York
$733K +$500K +8,225 +214%
HPM
1428
Hoxton Planning & Management
West Virginia
$733K -$38.6K -636 -5%
RFA
1429
Rollins Financial Advisors
New York
$732K +$3.83K +63 +0.5%
EFG
1430
Ehrlich Financial Group
California
$732K -$1M -16,474 -58%
RZH
1431
Relyea Zuckerberg Hanson
Connecticut
$729K +$2K +33 +0.3%
BTWM
1432
Brass Tax Wealth Management
Ohio
$729K +$729K +12,000 New
ECM
1433
EagleClaw Capital Management
Massachusetts
$728K -$6.07K -100 -0.8%
MWM
1434
Merriman Wealth Management
Washington
$726K +$77.4K +1,275 +12%
DTC
1435
Davidson Trust Company
Washington
$725K -$5.28K -87 -0.7%
TI
1436
Truepoint Inc
Ohio
$719K -$2.54M -41,840 -78%
GEA
1437
Glen Eagle Advisors
New Jersey
$717K +$3.04K +50 +0.4%
APWM
1438
Atlas Private Wealth Management
New York
$716K +$716K +11,794 New
CPA
1439
Cardiff Park Advisors
California
$714K -$1.88K -31 -0.3%
IPW
1440
Intergy Private Wealth
Colorado
$714K -$121 -2 -0%
TVAMP
1441
Tennessee Valley Asset Management Partners
Tennessee
$711K -$714K -11,753 -50%
NG
1442
NWK Group
California
$711K -$35.7K -587 -5%
ERWM
1443
Elk River Wealth Management
Colorado
$711K -$162K -2,660 -19%
PWA
1444
Primoris Wealth Advisors
Florida
$710K – – –
IDA
1445
Intelligence Driven Advisers
California
$710K -$5.47K -90 -0.8%
BIP
1446
Blueprint Investment Partners
North Carolina
$707K +$56.7K +933 +9%
EFP
1447
EnRich Financial Partners
Wisconsin
$706K -$10.9K -180 -2%
CCM
1448
Cambridge Capital Management
Illinois
$705K +$425 +7 +0.1%
IRAG
1449
Investment Research & Advisory Group
Georgia
$704K +$4.74K +78 +0.7%
SHF
1450
Stage Harbor Financial
Massachusetts
$704K +$121 +2 +0%
56 57
58
59 60