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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 %
NAM
426
NTV Asset Management
West Virginia
$10.9M -$103K -1,855 -0.9%
IW
427
Instrumental Wealth
Florida
$10.9M -$532K -9,730 -5%
RWMH
428
Riverpoint Wealth Management Holdings
Illinois
$10.6M +$294K +5,300 +3%
HR
429
Hardy Reed
Mississippi
$10.6M -$3.33K -60 -0%
NAM
430
NorthCrest Asset Manangement
Minnesota
$10.5M -$478K -8,615 -4%
ANTB
431
AMG National Trust Bank
Colorado
$10.4M +$254K +4,585 +3%
PI
432
Pachira Investments
California
$10.3M -$305K -5,500 -3%
HAS
433
Holland Advisory Services
Florida
$10.3M -$10.4M -187,890 -50%
LC
434
LTG Capital
Massachusetts
$10.3M -$88.3K -1,595 -0.8%
RWG
435
Ratio Wealth Group
Colorado
$10.3M -$1.51M -27,320 -13%
TAM
436
Titleist Asset Management
Texas
$10.3M +$626K +11,300 +7%
SPC
437
Sigma Planning Corp
Michigan
$10.2M -$14M -252,675 -58%
EWA
438
Encompass Wealth Advisors
Oregon
$10.2M +$368K +6,645 +4%
ECM
439
Exchange Capital Management
Michigan
$10.2M -$37.1K -670 -0.4%
MWP
440
Madison Wealth Partners
Wisconsin
$10.1M -$401K -7,240 -4%
BWM
441
Boyd Wealth Management
California
$10.1M -$5.63M -101,575 -36%
EPA
442
Element Pointe Advisors
Florida
$10M -$2.54M -45,735 -20%
TCM
443
Traynor Capital Management
Pennsylvania
$10M -$1.6M -28,880 -14%
GWAM
444
Guardian Wealth Advisors (Minnesota)
Minnesota
$10M +$239K +4,305 +2%
LC
445
Lindbrook Capital
California
$10M -$171K -3,085 -2%
PAI
446
Pittenger & Anderson Inc
Nebraska
$9.97M +$891K +16,075 +10%
FPFS
447
First Personal Financial Services
North Carolina
$9.96M -$293K -5,285 -3%
Susquehanna International Group
448
Susquehanna International Group
Pennsylvania
$9.96M +$9.96M +179,730 New
AI
449
Atria Investments
North Carolina
$9.94M -$2.87M -51,795 -22%
TC
450
Telemus Capital
Michigan
$9.87M +$19.4K +350 +0.2%
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