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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 %
WH
326
Whitcomb & Hess
Ohio
$15.9M +$180K +3,255 +1%
DA
327
Drake & Associates
Wisconsin
$15.9M +$760K +13,705 +5%
CA
328
Cambridge Advisors
Nebraska
$15.9M -$1.94K -35 -0%
Citadel Advisors
329
Citadel Advisors
Florida
$15.7M -$25.7M -463,085 -62%
PWMAG
330
Pinnacle Wealth Management Advisory Group
New Jersey
$15.7M -$179K -3,225 -1%
SF
331
Symphony Financial
Texas
$15.6M -$15.2M -280,250 -49%
LCOV
332
London Company of Virginia
Virginia
$15.5M +$3.56M +64,235 +30%
ST
333
Smithfield Trust
Pennsylvania
$15.5M +$656K +11,845 +4%
RWP
334
RWA Wealth Partners
Massachusetts
$15.4M +$7.6M +137,095 +98%
EWA
335
EP Wealth Advisors
California
$15.3M -$392K -7,075 -2%
CB
336
Community Bank
New York
$15.2M -$204K -3,680 -1%
CASB
337
Cape Ann Savings Bank
Massachusetts
$15.2M -$1.76M -32,235 -10%
LSERS
338
Louisiana State Employees Retirement System
Louisiana
$15.1M +$6.96M +125,500 +85%
VFIC
339
Valley Forge Investment Consultants
Pennsylvania
$15.1M -$241K -4,355 -2%
CCG
340
Cypress Capital Group
Florida
$15M +$7.46M +134,530 +99%
IF
341
Ironwood Financial
Arizona
$15M +$435K +7,855 +3%
AF
342
Affiance Financial
Minnesota
$14.8M -$2.59M -46,790 -15%
SFA
343
Sequoia Financial Advisors
Ohio
$14.8M +$8.47M +152,890 +134%
TCM
344
Towercrest Capital Management
Pennsylvania
$14.7M +$743K +13,410 +5%
BC
345
Bartlett & Co
Ohio
$14.7M +$8.49M +151,665 +136%
BCWM
346
Bartlett & Co Wealth Management
Ohio
$14.7M +$8.49M +151,665 +136%
CGA
347
Crescent Grove Advisors
Illinois
$14.6M -$747K -13,470 -5%
EL
348
EWA LLC
Pennsylvania
$14.6M -$2.03M -36,775 -12%
AWM
349
AAF Wealth Management
Massachusetts
$14.6M +$420K +7,575 +3%
PWM
350
Proathlete Wealth Management
Florida
$14.3M +$14.3M +258,355 New
12 13
14
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