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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 %
CMAI
1601
Capital Management Associates Inc
Minnesota
$513K -$1.44M -23,739 -74%
CWM
1602
Collaborative Wealth Management
Florida
$513K -$28.7K -472 -5%
SPWG
1603
Syntegra Private Wealth Group
Missouri
$512K -$8.81K -145 -2%
SIAP
1604
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$511K – – –
HP
1605
Holistic Planning
Texas
$511K -$29.7K -489 -5%
SRC
1606
Sage Rhino Capital
California
$510K – – –
BC
1607
Burney Company
Virginia
$509K -$25.2K -415 -5%
AFAS
1608
Acorn Financial Advisory Services
Virginia
$508K -$25.9K -427 -5%
GFG
1609
Greystone Financial Group
Michigan
$508K +$13.2K +217 +3%
CSWM
1610
Cassady Schiller Wealth Management
Ohio
$507K -$121 -2 -0%
AFG
1611
Albion Financial Group
Utah
$503K -$44.2K -728 -8%
SEP
1612
Southland Equity Partners
Missouri
$503K -$12K -197 -2%
MSG
1613
Main Street Group
Virginia
$502K +$35.8K +592 +8%
CPA
1614
Clear Point Advisors
New York
$502K -$4.31K -71 -0.9%
PGIM
1615
Pacific Global Investment Management
California
$501K – – –
SL
1616
SWMG LLC
Texas
$500K -$15.6K -257 -3%
SFP
1617
Strategic Financial Partners
Oregon
$500K – – –
KFA
1618
Kelleher Financial Advisors
New York
$500K – – –
1WA
1619
180 Wealth Advisors
Washington
$500K -$6.14K -101 -1%
RB
1620
Renasant Bank
Mississippi
$498K -$3.34K -55 -0.7%
BTI
1621
Blue Trust Inc
Georgia
$497K -$3.5M -57,669 -88%
SFO
1622
Stokes Family Office
Louisiana
$495K +$607 +10 +0.1%
CNWM
1623
Clay Northam Wealth Management
California
$494K +$494K +8,135 New
FDCDDQ
1624
Federation des caisses Desjardins du Quebec
Quebec, Canada
$494K +$6.8K +112 +1%
FSA
1625
Fort Sheridan Advisors
Illinois
$494K +$4.25K +70 +0.9%
63 64
65
66 67