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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 %
MAM
1951
Mainsail Asset Management
Alabama
$243K – – –
SL
1952
Summitry LLC
California
$243K +$243K +4,000 New
LWM
1953
LongView Wealth Management
Georgia
$243K +$7.11K +117 +3%
LWM
1954
Liberty Wealth Management
California
$242K +$242K +3,989 New
FWM
1955
Focused Wealth Management
New York
$242K +$364 +6 +0.2%
CI
1956
Ceera Investments
Texas
$241K – – –
WWS
1957
Wellington Wealth Strategies
Indiana
$241K +$241K +3,975 New
DPW
1958
DiNuzzo Private Wealth
Pennsylvania
$241K – – –
ECA
1959
Elevated Capital Advisors
Utah
$241K +$729 +12 +0.3%
CWM
1960
Chemistry Wealth Management
New York
$239K – – –
ITB
1961
Idaho Trust Bank
Idaho
$239K -$8.73M -143,677 -97%
FWM
1962
Fingerlakes Wealth Management
New York
$239K +$239K +3,933 New
FFA
1963
Fi3 Financial Advisors
Indiana
$237K -$5.03K -86 -2%
CIC
1964
Chilton Investment Company
Connecticut
$237K +$237K +3,900 New
BBW
1965
Blue Barn Wealth
Utah
$237K -$13.3K -219 -5%
TWM
1966
TriaGen Wealth Management
California
$236K +$236K +3,889 New
HAIM
1967
Hunter Associates Investment Management
Pennsylvania
$236K -$66.5K -1,095 -22%
TSW
1968
Thompson Siegel & Walmsley
Virginia
$236K – – –
AA
1969
Addison Advisors
Vermont
$236K – – –
SCA
1970
Stonebridge Capital Advisors
Minnesota
$236K +$11.5K +189 +5%
CWS
1971
Cypress Wealth Services
California
$235K -$147K -2,425 -39%
B
1972
Birchbrook
Maine
$235K -$142K -2,337 -38%
CMI
1973
Clare Market Investments
Texas
$234K – – –
HFRG
1974
Houlihan Financial Resource Group
Virginia
$233K – – –
WFA
1975
Wade Financial Advisory
California
$233K +$233K +3,835 New
77 78
79
80 81