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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,159 hedge funds and large institutions have $60.1B invested in iShares Core S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 803 increasing their positions, 832 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,159
Holders Change
+164
Holders Change %
+8.22%
% of All Funds
31.65%
Holding in Top 10
359
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+9.79%
% of All Funds
5.26%
New
286
Increased
803
Reduced
832
Closed
87
Calls
$40.9M
Puts
$17.2M
Net Calls
+$23.7M
Net Calls Change
+$4.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.86B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$374M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$263M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$258M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$216M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.57B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$440M
3
HNB
Huntington National Bank
Ohio
-$171M
4
Osaic Holdings
Osaic Holdings
Arizona
-$123M
5
HI
Horizon Investments
North Carolina
-$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oppenheimer & Co
New York
$26.3M +$544K +9,810 +2%
Focus Partners Wealth
227
Focus Partners Wealth
Massachusetts
$26.2M +$26.2M +472,330 New
CAI
228
Capital Advisors Inc
Oklahoma
$26.1M -$1.98M -35,685 -7%
BPA
229
Beacon Pointe Advisors
California
$25.9M -$13.3M -239,940 -34%
PWM
230
Perigon Wealth Management
California
$25M -$1.59M -28,700 -6%
AllianceBernstein
231
AllianceBernstein
Tennessee
$24.8M +$213K +3,845 +0.9%
RDFA
232
Ritter Daniher Financial Advisory
Ohio
$24.4M +$1.52M +27,455 +7%
HI
233
Human Investing
Oregon
$24.4M +$16.4K +295 +0.1%
YIA
234
YHB Investment Advisors
Connecticut
$24.3M +$3.26M +58,865 +15%
BHWM
235
Bar Harbor Wealth Management
New Hampshire
$24.3M +$304K +5,490 +1%
CW
236
Connectus Wealth
Ohio
$24.1M -$1.67M -29,925 -6%
ODIJL
237
One Day In July LLC
Vermont
$24.1M +$963K +17,380 +4%
DCM
238
Dupont Capital Management
Delaware
$24.1M +$24.1M +434,075 New
SFG
239
StrategIQ Financial Group
Indiana
$24M +$186K +3,355 +0.8%
OIA
240
OneDigital Investment Advisors
Kansas
$24M -$30.3M -546,330 -56%
BA
241
Bristlecone Advisors
Washington
$24M -$177K -3,190 -0.7%
CFO
242
Callan Family Office
Pennsylvania
$23.9M -$818K -14,765 -3%
CL
243
Choreo LLC
Illinois
$23.8M +$19.3M +348,320 +425%
SC
244
Savant Capital
Illinois
$23.7M -$478K -8,625 -2%
RC
245
Randolph Company
Ohio
$23.6M +$23.6M +425,845 New
VFA
246
Voya Financial Advisors
Connecticut
$23.4M -$24.2M -431,825 -51%
TPCW
247
TD Private Client Wealth
New York
$23.3M -$557K -10,040 -2%
LP
248
LGL Partners
Pennsylvania
$23.3M +$136K +2,450 +0.6%
WAS
249
Wealth Advisory Solutions
Indiana
$23.2M -$25.1M -453,090 -52%
NFG
250
Nations Financial Group
Iowa
$23.2M +$205K +3,700 +0.9%
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