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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 %
GRP
276
Global Retirement Partners
California
$19.6M +$4.41M +81,610 +29%
TPWA
277
TRUE Private Wealth Advisors
Oregon
$19.5M +$358K +6,460 +2%
KWMG
278
King Wealth Management Group
Florida
$19.5M -$248K -4,470 -1%
TC
279
Trilogy Capital
California
$19.4M +$1M +18,065 +5%
JA
280
JVL Associates
Michigan
$19.4M -$21.6K -390 -0.1%
Natixis Advisors
281
Natixis Advisors
Massachusetts
$19.4M -$70.9K -1,280 -0.4%
FCI
282
Financial Counselors Inc
Kansas
$19.4M -$209K -3,770 -1%
WFA
283
West Financial Advisors
Iowa
$19.3M -$497K -8,975 -3%
FNT
284
First National Trust
Pennsylvania
$19.1M -$177K -3,185 -0.9%
FAIM
285
Financial Advocates Investment Management
Washington
$18.9M -$2.25M -40,705 -11%
PFP
286
Pinnacle Financial Partners
Tennessee
$18.8M -$45.2K -815 -0.2%
NA
287
NewEdge Advisors
Louisiana
$18.8M -$5.79M -104,695 -24%
AWM
288
Altus Wealth Management
Kentucky
$18.7M +$410K +7,390 +2%
ASN
289
Advisory Services Network
Georgia
$18.7M +$2.98M +53,755 +19%
MSA
290
Mason Street Advisors
Wisconsin
$18.6M -$5.57M -100,500 -23%
B
291
Bailard
California
$18.5M +$943K +17,020 +5%
DFA
292
DHJJ Financial Advisors
Illinois
$18.4M +$279K +5,040 +2%
JF
293
JSF Financial
California
$18.3M +$486K +8,775 +3%
CI
294
Conning Inc
Connecticut
$18.3M -$802K -14,470 -4%
PAM
295
Peninsula Asset Management
Florida
$18.3M +$195K +3,525 +1%
ISB
296
Iowa State Bank
Iowa
$18.3M -$118K -2,135 -0.6%
CCM
297
Coldstream Capital Management
Washington
$18.2M +$2.03M +36,560 +13%
WAP
298
Wealthcare Advisory Partners
Pennsylvania
$17.9M -$739K -13,340 -4%
DWA
299
Divergent Wealth Advisors
Utah
$17.9M +$194K +3,495 +1%
CFP
300
Catalyst Financial Partners
Massachusetts
$17.8M +$1.53M +27,590 +9%
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