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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 %
SL
201
Salomon & Ludwin
Virginia
$33.7M -$651K -10,716 -2%
BFA
202
Beaumont Financial Advisors
Massachusetts
$33.7M +$468K +7,713 +1%
HW
203
Hancock Whitney
Mississippi
$33.7M -$2.43M -39,945 -7%
ZB
204
Zions Bancorporation
Utah
$33.5M -$4.87M -80,253 -13%
CIA
205
Capital Investment Advisors
Georgia
$33.2M -$3.41M -56,148 -9%
BFM
206
Boston Financial Management
Massachusetts
$33.1M +$897K +14,767 +3%
FAG
207
Financial Advisory Group
Texas
$32.6M +$1.09M +17,997 +3%
UCFA
208
United Capital Financial Advisors
Texas
$32.6M -$6.69M -110,139 -17%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$32.3M +$3.1M +51,298 +11%
AAS
210
Avantax Advisory Services
Texas
$32M -$843K -13,884 -3%
HI
211
Hudock Inc
Pennsylvania
$31.8M +$61.5K +1,012 +0.2%
W
212
Wealthquest
Ohio
$31.6M -$2.16M -35,567 -6%
GLLW
213
Graves Light Lenhart Wealth
Virginia
$31.1M +$1.72M +28,289 +6%
OC
214
Oppenheimer & Co
New York
$31M +$2.19M +36,034 +8%
DT
215
Diversified Trust
Tennessee
$31M -$243K -4,000 -0.8%
Macquarie Group
216
Macquarie Group
Australia
$30.7M +$1.27M +20,854 +4%
NC
217
NewSquare Capital
Pennsylvania
$30.7M +$1.18M +19,350 +4%
ECG
218
Edge Capital Group
Georgia
$30.6M +$1.6M +26,286 +6%
OSNBOA
219
Old Second National Bank of Aurora
Illinois
$30.5M -$135K -2,215 -0.4%
UFAC
220
Urban Financial Advisory Corp
Illinois
$30M -$1.03M -16,901 -3%
Citigroup
221
Citigroup
New York
$29.7M -$974K -16,040 -3%
SIC
222
Shoker Investment Counsel
Ohio
$29.7M +$229K +3,795 +0.8%
BA
223
Bristlecone Advisors
Washington
$29.6M +$3.32M +54,696 +13%
NA
224
Nottingham Advisors
New York
$29.4M -$6.33M -104,175 -18%
DADC
225
D.A. Davidson & Co
Montana
$29.2M +$110K +1,817 +0.4%
7 8
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