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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 %
WF
2226
WoodTrust Financial
Wisconsin
– -$1.01M -18,250 Closed
HGWM
2227
Horst & Graben Wealth Management
Oregon
– -$1.01M -18,140 Closed
ARC
2228
Advisor Resource Council
Texas
– -$886K -15,990 Closed
BFG
2229
Beacon Financial Group
Texas
– -$644K -11,610 Closed
MSA
2230
Marathon Strategic Advisors
Pennsylvania
– -$624K -11,255 Closed
OMC
2231
Old Mission Capital
Illinois
– -$616K -11,110 Closed
BOSSRA
2232
B.O.S.S. Retirement Advisors
Utah
– -$591K -10,670 Closed
WF
2233
Williams Financial
Vermont
– -$590K -10,640 Closed
RWRC
2234
R.W. Roge & Company
New York
– -$567K -10,245 Closed
X
2235
Xponance
Pennsylvania
– -$512K -9,240 Closed
AC
2236
AlphaCore Capital
California
– -$486K -8,770 Closed
BHWM
2237
Bay Harbor Wealth Management
Maryland
– -$481K -8,680 Closed
OCFG
2238
O'Connor Financial Group
Illinois
– -$455K -8,205 Closed
FC
2239
Financial Consulate
Maryland
– -$444K -8,005 Closed
PPW
2240
Parcion Private Wealth
Washington
– -$418K -7,535 Closed
CGL
2241
Clarius Group LLC
Washington
– -$412K -7,440 Closed
ARIS
2242
Advanced Research Investment Solutions
California
– -$400K -7,220 Closed
AGM
2243
Alpine Global Management
New York
– -$381K -6,880 Closed
NFA
2244
Northwest Financial Advisors
Virginia
– -$375K -6,760 Closed
GA
2245
GSG Advisors
New Jersey
– -$357K -6,620 Closed
AR
2246
Apeiron RIA
Texas
– -$338K -6,100 Closed
RIM
2247
Redwood Investment Management
Arizona
– -$320K -5,765 Closed
BF
2248
Brogan Financial
Tennessee
– -$316K -5,690 Closed
EP
2249
Edgestream Partners
New Jersey
– -$297K -5,355 Closed
MWA
2250
Monograph Wealth Advisors
California
– -$297K -5,350 Closed
88 89
90
91 92