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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 %
CFG
151
CKW Financial Group
Hawaii
$48.7M +$1.49M +24,682 +3%
CA
152
Clearstead Advisors
Ohio
$47.7M +$5.25M +87,753 +12%
JFA
153
JNBA Financial Advisors
Minnesota
$47.7M -$10.6M -174,204 -18%
IWC
154
Integrated Wealth Concepts
Massachusetts
$47.1M -$4.93M -81,167 -9%
Manulife (Manufacturers Life Insurance)
155
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.6M +$1.34M +22,133 +3%
FBFS
156
First Business Financial Services
Wisconsin
$46.4M +$229K +3,762 +0.5%
SWA
157
Sax Wealth Advisors
New Jersey
$46.2M +$16.6M +272,509 +56%
VFA
158
Voya Financial Advisors
Connecticut
$46.1M +$20.8M +344,166 +82%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$46M +$6.52M +107,394 +17%
AA
160
ALPS Advisors
Colorado
$45.7M -$1.19M -19,595 -3%
BOS
161
Bank of Stockton
California
$45.5M -$181K -2,976 -0.4%
EMPI
162
Elo Mutual Pension Insurance
Finland
$45.3M +$45.3M +745,185 New
EWM
163
Evermay Wealth Management
Virginia
$44.9M +$2.16M +35,580 +5%
JAG
164
Journey Advisory Group
Kentucky
$44.9M +$1.76M +28,946 +4%
HFS
165
HBC Financial Services
Washington
$44.8M -$326K -5,708 -0.7%
AWM
166
Axxcess Wealth Management
California
$44.5M +$1.02M +16,847 +2%
FMWA
167
Forvis Mazars Wealth Advisors
Missouri
$44.2M -$472K -7,772 -1%
SPP
168
Single Point Partners
Massachusetts
$43.3M +$726K +11,946 +2%
Fiera Capital (Canada)
169
Fiera Capital (Canada)
Quebec, Canada
$43.3M +$81.3K +1,338 +0.2%
T
170
TrueFG
Texas
$43.1M +$187K +3,080 +0.4%
QCG
171
Quadrant Capital Group
Ohio
$42.9M +$838K +13,790 +2%
RIS
172
Retirement Income Solutions
Michigan
$42.6M +$1.08M +17,724 +3%
MW
173
MBL Wealth
North Carolina
$42.6M +$229K +3,773 +0.5%
GBT
174
Grove Bank & Trust
Florida
$42.2M +$1.85M +30,502 +5%
MFG
175
Magnus Financial Group
New York
$42M +$1.33M +21,970 +3%
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