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iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.91B +$230M +3,779,925 +4%
Bank of America
2
Bank of America
North Carolina
$3.93B +$283M +4,661,053 +8%
Wells Fargo
3
Wells Fargo
California
$2.98B -$20.4M -336,603 -0.7%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.93B -$1.72M -28,270 -0.1%
LPL Financial
5
LPL Financial
California
$2.34B -$85M -1,399,184 -4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.31B +$31.9M +525,842 +1%
Morgan Stanley
7
Morgan Stanley
New York
$2.09B -$2.11B -34,671,737 -50%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.83B +$402M +6,616,282 +28%
UBS Group
9
UBS Group
Switzerland
$1.34B -$15.9M -261,779 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.29B -$173M -2,842,665 -12%
BlackRock
11
BlackRock
New York
$1.21B -$17.3M -285,356 -1%
RJA
12
Raymond James & Associates
Florida
$1.13B +$272M +4,476,917 +32%
Northern Trust
13
Northern Trust
Illinois
$1.13B +$26.7M +439,010 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$969M +$4.82M +79,408 +0.5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$806M +$22.4M +368,465 +3%
Goldman Sachs
16
Goldman Sachs
New York
$790M +$24.3M +399,766 +3%
Mariner
17
Mariner
Kansas
$710M +$26M +427,269 +4%
FCAS
18
First Command Advisory Services
Texas
$659M +$4.4M +72,470 +0.7%
Ameriprise
19
Ameriprise
Minnesota
$631M -$29.8M -490,677 -5%
AA
20
Acorns Advisers
California
$598M +$9.5M +156,331 +2%
KeyBank National Association
21
KeyBank National Association
Ohio
$553M -$4.16M -68,423 -0.7%
Financial Engines Advisors
22
Financial Engines Advisors
California
$547M -$24.7M -406,866 -4%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$511M -$15.5M -254,870 -3%
Truist Financial
24
Truist Financial
North Carolina
$489M -$28.4M -468,185 -5%
RFC
25
Regions Financial Corp
Alabama
$452M -$449K -7,387 -0.1%