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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 %
William Blair & Company
251
William Blair & Company
Illinois
$23M +$1.21M +21,765 +6%
ACM
252
Arcataur Capital Management
Wisconsin
$23M +$271K +4,885 +1%
SW
253
SVB Wealth
Massachusetts
$22.9M -$14.7M -266,070 -39%
CIA
254
Concurrent Investment Advisors
Florida
$22.6M +$22.6M +406,910 New
CT
255
Coastline Trust
Rhode Island
$22.3M +$470K +8,485 +2%
BAMG
256
Brand Asset Management Group
Missouri
$22.2M -$50.2K -905 -0.2%
VFPW
257
Vantage Financial Partners (Wisconsin)
Wisconsin
$22M +$3.06M +55,150 +16%
FWM
258
Fairhaven Wealth Management
Illinois
$21.8M -$2.97M -53,595 -12%
RJT
259
Raymond James Trust
Florida
$21.7M +$2.39M +43,065 +12%
BWIA
260
Bryant Woods Investment Advisors
New York
$21.6M -$372K -6,715 -2%
IFPL
261
Investments & Financial Planning LLC
Kentucky
$21.6M +$253K +4,570 +1%
KCM
262
Kanawha Capital Management
Virginia
$21.5M -$1.11M -19,940 -5%
COPPSERS
263
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21.5M -$11.8M -212,840 -35%
ATPW
264
Ashton Thomas Private Wealth
Arizona
$21.4M +$385K +6,945 +2%
KPWS
265
Kestra Private Wealth Services
Texas
$21.2M +$1.15M +20,765 +6%
BSSFA
266
Baron Silver Stevens Financial Advisors
Florida
$21.1M -$350K -6,315 -2%
DAS
267
Dynamic Advisor Solutions
Arizona
$21.1M +$8.14M +150,435 +63%
VCM
268
Verde Capital Management
Michigan
$20.9M -$875K -15,790 -4%
C
269
Certuity
Florida
$20.9M +$575K +10,370 +3%
MFIM
270
Mesirow Financial Investment Management
Illinois
$20.8M +$20.8M +452,555 New
TCM
271
Twele Capital Management
Minnesota
$20.7M -$9.98K -180 -0%
CWM
272
Curi Wealth Management
North Carolina
$20.6M +$524K +9,450 +3%
HCA
273
Horan Capital Advisors
Ohio
$20.1M -$543K -9,790 -3%
ATC
274
Argent Trust Co
Tennessee
$20.1M -$13.9K -250 -0.1%
MAM
275
Madison Asset Management
Wisconsin
$19.7M -$36.4M -657,400 -65%
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