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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 %
IA
451
IFG Advisory
Georgia
$9.87M +$938K +16,920 +11%
SG Americas Securities
452
SG Americas Securities
New York
$9.84M +$6.56M +118,425 +201%
ISWM
453
Independent Solutions Wealth Management
New York
$9.75M +$107K +1,925 +1%
State of Wisconsin Investment Board
454
State of Wisconsin Investment Board
Wisconsin
$9.73M -$9.8M -176,800 -50%
CB
455
Commerce Bank
Missouri
$9.72M +$614K +11,085 +7%
AWM
456
Apollon Wealth Management
South Carolina
$9.71M +$4M +72,100 +70%
CPW
457
Crestmont Private Wealth
Texas
$9.69M -$2M -36,075 -17%
GA
458
GFS Advisors
Texas
$9.68M +$103K +1,855 +1%
MWM
459
Meridian Wealth Management
Kentucky
$9.63M +$1M +18,100 +12%
NSAM
460
North Star Asset Management
Wisconsin
$9.57M -$5.85M -105,455 -38%
USB
461
Union Savings Bank
Connecticut
$9.53M -$379K -6,835 -4%
BWG
462
Balanced Wealth Group
Ohio
$9.47M +$9.47M +170,930 New
RSA
463
River Street Advisors
Illinois
$9.46M +$644K +11,625 +7%
LWA
464
LWS Wealth Advisors
New Jersey
$9.39M +$1.47M +26,460 +19%
FWA
465
FSM Wealth Advisors
Ohio
$9.38M +$1.06M +19,055 +13%
NAG
466
Northstar Advisory Group
New Jersey
$9.36M +$7.48M +135,005 +399%
RFO
467
RiverGlades Family Offices
Florida
$9.35M -$58K -1,025 -0.6%
GWMIA
468
Global Wealth Management Investment Advisory
Florida
$9.32M +$172K +3,095 +2%
PBO
469
Peoples Bank (Ohio)
Ohio
$9.31M -$180K -3,255 -2%
RAM
470
Riggs Asset Management
Pennsylvania
$9.29M +$858K +15,470 +10%
FBT
471
First Bank & Trust
South Dakota
$9.29M -$830K -14,965 -8%
AWC
472
Abundance Wealth Counselors
Pennsylvania
$9.2M -$1.27M -22,870 -12%
SFB
473
STAR Financial Bank
Indiana
$9.18M -$199K -3,590 -2%
SFP
474
Sandbox Financial Partners
Maryland
$9.05M +$116K +2,100 +1%
GC
475
Grimes & Company
Massachusetts
$8.93M -$141K -2,545 -2%
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