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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 %
PCH
1451
PGIM Custom Harvest
New Jersey
$703K +$125K +2,064 +22%
FNBSF
1452
First National Bank Sioux Falls
South Dakota
$703K – – –
OPWM
1453
Oakwell Private Wealth Management
Texas
$702K -$1.46K -24 -0.2%
VPIM
1454
Vanguard Personalized Indexing Management
California
$700K +$700K +11,517 New
FPWM
1455
FSB Premier Wealth Management
Iowa
$699K +$24.5K +404 +4%
ITIM
1456
Indiana Trust & Investment Management
Indiana
$696K +$59.2K +975 +9%
WPC
1457
Waters Parkerson & Co
Louisiana
$695K +$38K +625 +6%
RA
1458
Rise Advisors
New York
$690K -$38.6K -636 -5%
APW
1459
Austin Private Wealth
Texas
$689K +$8.74K +146 +1%
PFG
1460
PAX Financial Group
Texas
$688K -$18K -296 -3%
BP
1461
BBR Partners
New York
$688K +$460K +7,574 +202%
MCM
1462
McRae Capital Management
New Jersey
$687K +$3.04K +50 +0.4%
BFA
1463
Bill Few Associates
Pennsylvania
$687K -$15.3K -252 -2%
HWM
1464
Horizons Wealth Management
North Carolina
$686K -$2.74M -9,896 -80%
FFW
1465
Fusion Family Wealth
New York
$684K +$66.5K +1,094 +11%
First Manhattan
1466
First Manhattan
New York
$681K +$83.2K +1,370 +14%
BOPW
1467
Brandywine Oak Private Wealth
Pennsylvania
$679K -$4.62K -76 -0.7%
PIP
1468
Peachtree Investment Partners
Florida
$679K -$105K -1,734 -13%
CPIA
1469
Cornell Pochily Investment Advisors
New York
$677K +$271K +4,464 +67%
MWM
1470
Maltin Wealth Management
New Jersey
$677K +$56.7K +934 +9%
W
1471
WPWealth
Texas
$676K -$289K -4,754 -30%
CCP
1472
Clarkston Capital Partners
Michigan
$676K -$2.13M -35,000 -76%
OAM
1473
Oak Asset Management
California
$675K – – –
NIWA
1474
New Insight Wealth Advisors
California
$674K +$39.7K +654 +6%
PWA
1475
Peterson Wealth Advisors
Utah
$674K +$1.52K +25 +0.2%
57 58
59
60 61