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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 %
CVA
2001
Central Valley Advisors
California
$221K +$365 +6 +0.2%
BL
2002
BFSG LLC
California
$220K – – –
FCM
2003
Fortis Capital Management
Washington
$220K -$21.9K -360 -9%
DC
2004
Darrow Company
Massachusetts
$219K – – –
AFWM
2005
Abich Financial Wealth Management
Virginia
$219K +$166K +2,730 +314%
CB
2006
CNB Bank
Pennsylvania
$218K – – –
AWM
2007
Aries Wealth Management
Maine
$218K +$218K +3,585 New
OFG
2008
Orcam Financial Group
California
$217K +$217K +3,580 New
EP
2009
EPIQ Partners
Minnesota
$217K +$217K +3,575 New
PSIWM
2010
Paradigm Strategies in Wealth Management
Minnesota
$217K +$217K +3,570 New
WW
2011
Westshore Wealth
California
$217K +$217K +3,565 New
CPSAC
2012
Chas P. Smith & Associates (CPS)
Florida
$217K +$217K +3,565 New
CM
2013
Columbus Macro
Pennsylvania
$216K -$5.28K -87 -2%
NRC
2014
New Republic Capital
North Carolina
$215K -$9.72K -160 -4%
FVWA
2015
Foster Victor Wealth Advisors
South Carolina
$215K -$15.9K -270 -7%
BNP Paribas Financial Markets
2016
BNP Paribas Financial Markets
France
$214K +$214K +3,524 New
IFS
2017
Ifrah Financial Services
Arkansas
$214K +$214K +3,519 New
AMIM
2018
Aull & Monroe Investment Management
Alabama
$213K +$213K +3,500 New
SIA
2019
Schechter Investment Advisors
Michigan
$212K -$408K -6,715 -66%
WWM
2020
Waterway Wealth Management
Texas
$211K -$160K -2,630 -43%
HWA
2021
Heartwood Wealth Advisors
Virginia
$210K -$17.6K -290 -8%
PCTC
2022
Perkins Coie Trust Company
Washington
$210K – – –
AA
2023
ACT Advisors
North Carolina
$210K +$210K +3,457 New
CFA
2024
Capstone Financial Advisors
Illinois
$210K +$210K +3,453 New
TCM
2025
TD Capital Management
Tennessee
$210K +$1.82K +30 +0.9%
79 80
81
82 83