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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 %
AT
126
American Trust
Kentucky
$60M +$1.28M +21,034 +2%
FHA
127
First Horizon Advisors
Tennessee
$59.8M +$739K +12,173 +1%
VA
128
Valmark Advisers
Ohio
$59.7M -$1.59M -26,246 -3%
MA
129
MCF Advisors
Kentucky
$59.6M -$1.63M -26,844 -3%
CAL
130
Capital Analysts LLC
Pennsylvania
$59.5M +$1.48M +24,438 +3%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$59.1M +$4.17M +68,667 +8%
WTC
132
WhitTier Trust Company
Nevada
$59.1M -$152K -2,496 -0.3%
AWA
133
Alaska Wealth Advisors
Alaska
$58.9M +$5.45M +89,662 +10%
AWE
134
Avidian Wealth Enterprises
Texas
$57.5M +$16.6M +273,255 +41%
AF
135
Arrow Financial
New York
$56.8M -$602K -9,914 -1%
BSB
136
Bangor Savings Bank
Maine
$56.8M +$591K +9,722 +1%
Rafferty Asset Management
137
Rafferty Asset Management
New York
$55.8M +$5.26M +86,531 +10%
WI
138
Wintrust Investments
Illinois
$55.5M -$951K -15,650 -2%
BP
139
Ballentine Partners
Massachusetts
$55.2M +$49.2K +810 +0.1%
PAG
140
Private Advisor Group
New Jersey
$55.1M +$601K +9,901 +1%
Charles Schwab
141
Charles Schwab
California
$54.5M -$33.8M -556,707 -38%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$53.2M -$7.68M -126,378 -13%
MWM
143
Modera Wealth Management
New Jersey
$52.6M -$984K -16,202 -2%
CPIG
144
Chicago Partners Investment Group
Illinois
$52.1M +$776K +13,416 +2%
PP
145
PDS Planning
Ohio
$50.8M +$780K +12,835 +2%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$50M -$1.3M -21,340 -3%
PRA
147
Pine Ridge Advisers
New York
$49.6M +$3.44M +56,645 +7%
DIP
148
DT Investment Partners
Pennsylvania
$49.5M +$5.46M +89,881 +12%
WPA
149
West Paces Advisors
Georgia
$49.4M +$827K +13,621 +2%
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$48.8M +$48.8M +803,390 New
4 5
6
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