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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 %
NG
1526
Norden Group
Utah
$608K +$608K +10,013 New
SBLIC
1527
Security Benefit Life Insurance Company
Kansas
$607K -$1.18M -19,500 -66%
GKWIM
1528
Gerber Kawasaki Wealth & Investment Management
California
$605K +$154K +2,542 +34%
BWM
1529
BCS Wealth Management
Tennessee
$602K +$18.1K +298 +3%
4WM
1530
49 Wealth Management
Texas
$602K -$105K -1,740 -15%
CWP
1531
CFM Wealth Partners
Texas
$601K -$7.59K -125 -1%
FNB
1532
Farmers National Bank
Kentucky
$598K +$6.26K +103 +1%
HFA
1533
High Falls Advisors
New York
$598K -$73.7K -1,214 -11%
GWANC
1534
Guardian Wealth Advisors (North Carolina)
North Carolina
$598K +$1.22K +20 +0.2%
AFC
1535
Adaptive Financial Consulting
Ohio
$594K +$32.7K +538 +6%
EDRH
1536
Edmond de Rothschild Holding
Switzerland
$592K -$13.7K -225 -2%
ACM
1537
Ardent Capital Management
Ohio
$592K – – –
NPP
1538
New Potomac Partners
Maryland
$591K +$7.41K +122 +1%
AIM
1539
Athena Investment Management
California
$586K -$364 -6 -0.1%
WAG
1540
Wallace Advisory Group
California
$586K -$2.34M -8,452 -80%
GIA
1541
Guyasuta Investment Advisors
Pennsylvania
$584K -$2.33M -8,424 -80%
Millennium Management
1542
Millennium Management
New York
$583K -$16.9M -278,870 -97%
BI
1543
Ballast Inc
Kentucky
$581K -$4.56K -75 -0.8%
TWP
1544
Tyche Wealth Partners
Texas
$581K +$147K +2,412 +34%
NC
1545
Napatree Capital
Rhode Island
$580K +$35.7K +625 +7%
SWM
1546
Selective Wealth Management
Virginia
$579K -$35.9K -611 -6%
TW
1547
Towerpoint Wealth
California
$578K +$20.1K +331 +4%
EL
1548
EQ LLC
Washington
$577K +$104K +1,720 +22%
MFG
1549
Mendota Financial Group
Wisconsin
$575K +$243 +4 +0%
WF
1550
Warner Financial
Maryland
$569K +$201K +3,306 +55%
60 61
62
63 64