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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 %
SAM
1476
Summit Asset Management
Tennessee
$673K – – –
AMM
1477
American Money Management
California
$669K -$1.88K -31 -0.3%
FFA
1478
Founders Financial Alliance
North Carolina
$669K +$209K +3,447 +46%
JWCA
1479
J.W. Coons Advisors
Ohio
$667K +$61 +1 +0%
CPSC
1480
Carl P. Sherr & Co
Massachusetts
$667K -$1.94K -32 -0.3%
SAW
1481
Signal Advisors Wealth
Michigan
$667K +$64.3K +1,058 +11%
SAG
1482
Spotlight Asset Group
Illinois
$665K +$607 +10 +0.1%
JWS
1483
Juncture Wealth Strategies
Arizona
$664K -$175K -2,885 -21%
ClearBridge Investments
1484
ClearBridge Investments
New York
$663K +$52.8K +870 +9%
CCA
1485
Clarity Capital Advisors
Florida
$663K +$1.76K +29 +0.3%
ATC
1486
Adirondack Trust Company
New York
$662K -$2.9M -47,808 -81%
OCG
1487
Opus Capital Group
Ohio
$661K +$5.53K +91 +0.8%
RJTCONH
1488
Raymond James Trust Company of New Hampshire
New Hampshire
$659K -$28.8K -474 -4%
GWSA
1489
Global Wealth Strategies & Associates
Colorado
$659K -$68.9K -1,135 -9%
PS
1490
Planned Solutions
California
$658K +$1.15K +19 +0.2%
WAM
1491
Weatherly Asset Management
California
$656K -$6.07K -100 -0.9%
JLBC
1492
J.L. Bainbridge & Co
Florida
$656K – – –
MCM
1493
Mitchell Capital Management
Kansas
$653K +$17.9K +294 +3%
Legal & General Group
1494
Legal & General Group
United Kingdom
$653K -$1.43M -23,500 -69%
ZIG
1495
Zullo Investment Group
Pennsylvania
$651K +$425 +7 +0.1%
KWS
1496
Keystone Wealth Services
California
$651K -$40K -659 -6%
KFI
1497
Key Financial Inc
Pennsylvania
$650K -$18.1K -298 -3%
CAM
1498
Carret Asset Management
New York
$648K +$243 +4 +0%
FNWM
1499
Financial Network Wealth Management
Utah
$645K +$178 +3 +0%
IPWA
1500
International Private Wealth Advisors
California
$643K -$2.8M -46,023 -81%
58 59
60
61 62