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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 %
PP
376
Pegasus Partners
Wisconsin
$13.1M -$4.19M -75,530 -24%
FIM
377
Freedom Investment Management
Connecticut
$13.1M +$3.21M +57,830 +32%
P
378
&Partners
Tennessee
$13.1M -$2.46M -43,860 -16%
BFP
379
Beacon Financial Planning
Massachusetts
$13.1M -$134K -2,420 -1%
AGA
380
Arkos Global Advisors
Texas
$13.1M +$5.09M +91,865 +64%
IWMA
381
Ironwood Wealth Management (Arizona)
Arizona
$13M +$264K +4,770 +2%
KLI
382
Kelman-Lazarov Inc
Tennessee
$13M +$757K +13,655 +6%
CFIA
383
Cantor Fitzgerald Investment Advisors
New York
$13M +$13M +234,025 New
PIC
384
Platt Investment Counsel
Florida
$12.9M -$1.95M -35,165 -13%
AA
385
Argent Advisors
Louisiana
$12.9M -$336K -6,060 -3%
CWA
386
Core Wealth Advisors
Florida
$12.8M +$375K +6,770 +3%
TCBWMS
387
Texas Capital Bank Wealth Management Services
Texas
$12.8M +$3.75M +67,600 +41%
GS
388
GTS Securities
New York
$12.8M +$6.6M +119,065 +106%
HSWM
389
Hubbell Strickland Wealth Management
Louisiana
$12.7M -$93.4K -1,685 -0.7%
MA
390
Montag & Associates
Georgia
$12.7M +$2.31M +41,670 +22%
BFS
391
Burkett Financial Services
South Carolina
$12.5M +$12.5M +225,540 New
EFA
392
Evernest Financial Advisors
Indiana
$12.5M +$12.5M +225,360 New
WAG
393
Winthrop Advisory Group
Massachusetts
$12.4M +$411K +7,410 +3%
TCOV
394
Trust Company of Vermont
Vermont
$12.4M -$981K -17,695 -7%
EFM
395
Eley Financial Management
Vermont
$12.4M +$284K +5,130 +2%
GIA
396
Gladstone Institutional Advisory
Florida
$12.2M -$159K -2,870 -1%
GPA
397
Guidance Point Advisors
Massachusetts
$12.1M -$415K -7,485 -3%
SP
398
SWS Partners
Ohio
$12.1M +$4.54M +81,895 +60%
WCM
399
Windsor Capital Management
Arizona
$12.1M +$65.1K +1,175 +0.5%
HP
400
Hilltop Partners
Indiana
$12M -$4.13M -74,555 -26%
14 15
16
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