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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 %
RA
2026
Rodgers & Associates
Pennsylvania
$210K +$210K +3,450 New
RWM
2027
Reston Wealth Management
Virginia
$209K +$209K +3,440 New
MFWP
2028
Mosaic Family Wealth Partners
Missouri
$209K -$19.7K -325 -9%
NPT
2029
Nixon Peabody Trust
Massachusetts
$208K -$194K -3,195 -48%
ML
2030
McAdam LLC
Pennsylvania
$208K -$12K -197 -5%
AAS
2031
Annex Advisory Services
Wisconsin
$207K -$42.5K -700 -17%
UAG
2032
United Advisor Group
Ohio
$207K +$207K +3,410 New
PHAM
2033
Palisades Hudson Asset Management
Florida
$207K +$207K +3,405 New
EP
2034
Eudaimonia Partners
Tennessee
$207K +$207K +3,401 New
Two Sigma Investments
2035
Two Sigma Investments
New York
$207K +$207K +3,400 New
SIMG
2036
Sonora Investment Management Group
Arizona
$206K -$15K -247 -7%
FCM
2037
Fogel Capital Management
Florida
$204K +$204K +3,480 New
JPWM
2038
Jamison Private Wealth Management
Georgia
$203K +$18K +297 +10%
FDS
2039
Freedom Day Solutions
Texas
$203K +$203K +3,344 New
HIG
2040
Heritage Investment Group
Florida
$203K +$203K +3,340 New
FVCM
2041
F&V Capital Management
Florida
$203K +$203K +3,350 New
SFP
2042
Strategic Financial Planning
Texas
$203K +$203K +3,339 New
FF
2043
Francis Financial
$203K +$203K +3,335 New
RWS
2044
Resolute Wealth Strategies
Mississippi
$202K -$61K -1,004 -23%
NAMM
2045
NorthStar Asset Management (Massachusetts)
Massachusetts
$202K +$202K +3,330 New
Schroder Investment Management Group
2046
Schroder Investment Management Group
United Kingdom
$202K -$68.8K -1,136 -25%
FAM
2047
Formidable Asset Management
Ohio
$202K +$202K +3,325 New
TAM
2048
TCP Asset Management
Ohio
$202K +$202K +3,325 New
SIG
2049
Stonegate Investment Group
Alabama
$202K +$202K +3,325 New
GFPC
2050
Global Financial Private Client
Florida
$201K +$110K +1,830 +122%
80 81
82
83 84