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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 %
JJBC
2251
James J. Burns & Company
New York
– -$278K -5,005 Closed
CG
2252
Cutler Group
California
– -$277K -5,000 Closed
GLA
2253
Great Lakes Advisors
Illinois
– -$267K -4,825 Closed
APWA
2254
Atlas Private Wealth Advisors
New Jersey
– -$267K -4,815 Closed
OFS
2255
OneAscent Financial Services
Alabama
– -$264K -4,765 Closed
HHGA
2256
Halbert Hargrove Global Advisors
California
– -$262K -4,725 Closed
TFP
2257
Traction Financial Partners
Wyoming
– -$259K -4,665 Closed
TWM
2258
TSA Wealth Management
Texas
– -$257K -4,635 Closed
IIC
2259
Integrated Investment Consultants
Michigan
– -$247K -4,450 Closed
CFGSD
2260
Compass Financial Group (South Dakota)
South Dakota
– -$240K -4,335 Closed
PWM
2261
Praetorian Wealth Management
California
– -$230K -4,155 Closed
HIF
2262
Hill Island Financial
Michigan
– -$228K -4,105 Closed
WA
2263
Wealth Architects
California
– -$227K -4,095 Closed
LC
2264
Lavaca Capital
Texas
– -$216K -3,895 Closed
BWM
2265
BNC Wealth Management
Oregon
– -$210K -3,785 Closed
SA
2266
Scarborough Advisors
Maryland
– -$185K -3,340 Closed
ODG
2267
O'Dell Group
Ohio
– -$172K -3,105 Closed
CLOS
2268
Compagnie Lombard Odier SCmA
Switzerland
– -$160K -2,880 Closed
BMC
2269
Bear Mountain Capital
Washington
– -$135K -2,500 Closed
FBC
2270
Fairfield, Bush & Co
Connecticut
– -$132K -2,380 Closed
PAIM
2271
Punch & Associates Investment Management
Minnesota
– -$111K -2,000 Closed
RIM
2272
Rockbridge Investment Management
New York
– -$106K -1,915 Closed
BCM
2273
Bourgeon Capital Management
Connecticut
– -$88.4K -1,595 Closed
ECM
2274
ExodusPoint Capital Management
New York
– -$67K -1,200 Closed
HFS
2275
Hantz Financial Services
Michigan
– -$61K -1,100 Closed
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