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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 %
LPAM
351
Lodestar Private Asset Management
California
$14.3M +$488K +8,795 +4%
PPW
352
PACK Private Wealth
Minnesota
$14.3M -$6.93K -125 -0%
1SB
353
1ST Source Bank
Indiana
$14.2M +$116K +2,095 +0.8%
APW
354
Acima Private Wealth
Virginia
$14.2M +$3.72M +67,040 +35%
CA
355
Centerpoint Advisors
Massachusetts
$14.1M +$573K +10,340 +4%
AWM
356
Avondale Wealth Management
Texas
$14.1M +$1.75M +31,600 +14%
SIM
357
Stratos Investment Management
Ohio
$14M +$961K +17,330 +7%
GG
358
Greenwood Gearhart
Arkansas
$14M +$13.4M +242,470 +2,272%
NPF
359
Norris Perne & French
Michigan
$13.9M +$167K +3,015 +1%
BWP
360
BSW Wealth Partners
Colorado
$13.9M +$52.1K +940 +0.4%
FMN
361
Financial Management Network
California
$13.9M -$457K -8,445 -3%
WS
362
Wela Strategies
Georgia
$13.9M +$182K +3,285 +1%
MWM
363
MTC Wealth Management
Florida
$13.9M -$148K -2,665 -1%
MSA
364
Marino Stram & Associates
Massachusetts
$13.9M +$79K +1,425 +0.6%
TWP
365
Tower Wealth Partners
Pennsylvania
$13.9M -$245K -4,425 -2%
SA
366
Strategic Advocates
Utah
$13.7M -$44.3K -800 -0.3%
AEPWM
367
Atlantic Edge Private Wealth Management
Florida
$13.6M +$13.6M +246,230 New
AFA
368
American Financial Advisors
Georgia
$13.6M -$50.2K -905 -0.4%
AIP
369
Ameritas Investment Partners
Nebraska
$13.6M +$2.7M +48,785 +25%
MFC
370
Mechanics Financial Corp
Ohio
$13.6M -$1.14M -20,625 -8%
AMG
371
Asset Management Group
Connecticut
$13.5M -$166K -2,990 -1%
MCWS
372
McKinley Carter Wealth Services
West Virginia
$13.4M +$262K +4,730 +2%
BCI
373
Brinker Capital Investments
Pennsylvania
$13.4M -$4.43M -80,940 -25%
OPS
374
Orion Portfolio Solutions
Nebraska
$13.4M -$4.43M -80,940 -25%
FTWA
375
Fifth Third Wealth Advisors
Ohio
$13.3M +$1.68M +30,350 +14%
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