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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 %
CP
1876
Canopy Partners
Ohio
$285K – – –
PF
1877
Penney Financial
Texas
$284K -$4.56K -75 -2%
AFA
1878
Alpha Financial Advisors
North Carolina
$284K -$6.56K -108 -2%
FRA
1879
Front Row Advisors
California
$283K +$278K +4,585 +5,731%
PFG
1880
Peterson Financial Group
Iowa
$283K -$7.47K -123 -3%
NCM
1881
Noesis Capital Mangement
Florida
$282K -$21.9K -360 -7%
CJFS
1882
Coulter & Justus Financial Services
Tennessee
$282K +$282K +4,650 New
GC
1883
Gratus Capital
Georgia
$282K +$50.7K +835 +22%
FNBTCON
1884
First National Bank & Trust Co of Newtown
Pennsylvania
$281K -$30.4K -500 -10%
PWP
1885
Phillips Wealth Planners
Mississippi
$281K +$281K +4,923 New
AWM
1886
Abound Wealth Management
Tennessee
$281K -$99.3K -1,635 -26%
FFM
1887
Forum Financial Management
Illinois
$280K +$8.26K +136 +3%
CCM
1888
Chilton Capital Management
Texas
$280K -$31K -510 -10%
JWM
1889
JGP Wealth Management
Oregon
$279K +$48.3K +795 +21%
SL
1890
Sentry LLC
Tennessee
$278K – – –
NIM
1891
Northeast Investment Management
Massachusetts
$278K – – –
DWM
1892
Denver Wealth Management
Colorado
$278K +$729 +12 +0.3%
MHWM
1893
Montz Harcus Wealth Management
Louisiana
$277K +$486 +8 +0.2%
FFWA
1894
Forthright Family Wealth Advisory
Texas
$277K +$277K +4,560 New
GIP
1895
Granite Investment Partners
California
$277K – – –
BMC
1896
Beaton Management Company
Massachusetts
$275K – – –
NJIM
1897
Nabity-Jensen Investment Management
Nebraska
$275K – – –
SWM
1898
Seed Wealth Management
Illinois
$275K – – –
IWA
1899
Icon Wealth Advisors
Texas
$274K +$71.5K +1,177 +35%
FM
1900
Family Management
New York
$274K – – –
74 75
76
77 78