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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 %
AA
401
Ancora Advisors
Ohio
$12M -$469K -8,465 -4%
CWA
402
Clarity Wealth Advisors
California
$12M +$542K +9,785 +5%
NCM
403
Neumann Capital Management
California
$12M -$145K -2,610 -1%
WWM
404
Western Wealth Management
Colorado
$11.9M +$315K +5,690 +3%
AWP
405
Accretive Wealth Partners
New Jersey
$11.6M +$278K +5,020 +2%
RVPG
406
Relative Value Partners Group
$11.6M -$4.43M -79,965 -28%
SQA
407
Simon Quick Advisors
New Jersey
$11.6M -$307K -5,530 -3%
CIBC World Market
408
CIBC World Market
Ontario, Canada
$11.6M -$29.4K -530 -0.3%
PWP
409
Precedent Wealth Partners
Texas
$11.5M +$11.5M +208,185 New
JWBC
410
J.W. Burns & Co
New York
$11.5M +$560K +10,095 +5%
ES
411
ETF Store
Kansas
$11.5M +$376K +6,785 +3%
SMC
412
Smith, Moore & Co
Missouri
$11.4M -$12.5M -225,075 -52%
Prudential Financial
413
Prudential Financial
New Jersey
$11.4M -$1.45M -26,125 -11%
EWM
414
Evercore Wealth Management
New York
$11.2M -$122K -2,200 -1%
CTA
415
Colonial Trust Advisors
South Carolina
$11.2M +$12.7K +230 +0.1%
CT
416
Cambridge Trust
Massachusetts
$11.1M -$652K -11,755 -6%
MFA
417
Mayflower Financial Advisors
Massachusetts
$11.1M -$943K -17,020 -8%
MBT
418
Montecito Bank & Trust
California
$11.1M +$98.9K +1,785 +0.9%
JMFC
419
J.M. Forbes & Co
Massachusetts
$11.1M +$48.8K +880 +0.4%
CF
420
Centaurus Financial
California
$11M +$268K +4,835 +2%
PCFFS
421
Pacific Center for Financial Services
California
$11M +$103K +1,855 +0.9%
CA
422
CoreCap Advisors
Michigan
$11M +$127K +2,285 +1%
HTIM
423
Harbour Trust & Investment Management
Indiana
$11M +$11M +197,775 New
ACP
424
Arcus Capital Partners
Georgia
$10.9M +$1.9M +34,195 +21%
VCM
425
Vision Capital Management
Oregon
$10.9M -$451K -8,140 -4%
15 16
17
18 19