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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 %
PFA
2201
Pathway Financial Advisers
Indiana
$7.13K -$487 -8 -6%
C
2202
Covestor
United Kingdom
$7K -$3.12K -54 -31%
CCM
2203
Copeland Capital Management
Pennsylvania
$6.51K -$33.7K -553 -84%
LWA
2204
Lowe Wealth Advisors
Maryland
$6.38K +$2.13K +35 +50%
SAM
2205
Smartleaf Asset Management
Massachusetts
$5.45K +$5.45K +90 New
ACB
2206
Aristotle Capital Boston
Massachusetts
$4.59K -$4.17K -69 -48%
HWP
2207
Highline Wealth Partners
California
$4.57K – – –
TVWM
2208
Tower View Wealth Management
Wisconsin
$4.43K -$121 -2 -3%
CAM
2209
Clarity Asset Management
Iowa
$4.35K -$12K -198 -73%
CFS
2210
CGC Financial Services
Oregon
$4.25K – – –
FFL
2211
Financial Freedom LLC
Ohio
$3.47K +$122 +2 +4%
ACA
2212
American Capital Advisory
Idaho
$2.75K +$2.75K +11 New
BIM
2213
Breakwater Investment Management
Washington
$912 +$912 +15 New
NMM
2214
Naples Money Management
Florida
$607 – – –
RS
2215
Rakuten Securities
Japan
$304 +$304 +5 New
CYG
2216
Clean Yield Group
Vermont
$1 -$5 – –
CWM
2217
Curi Wealth Management
North Carolina
– -$20.6M -372,150 Closed
VIA
2218
Vantagepoint Investment Advisers
District of Columbia
– -$16.5M -297,500 Closed
JF
2219
Jump Financial
Illinois
– -$7M -126,375 Closed
WC
2220
Wexford Capital
Florida
– -$2.4M -43,210 Closed
OP
2221
ORG Partners
Indiana
– -$2.07M -37,400 Closed
CS
2222
Credit Suisse
Switzerland
– -$1.95M -35,190 Closed
FA
2223
FDx Advisors
Illinois
– -$1.89M -34,150 Closed
PCM
2224
Presidio Capital Management
California
– -$1.8M -32,500 Closed
WCM
2225
Winthrop Capital Management
Indiana
– -$1.5M -27,085 Closed
87 88
89
90 91