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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
31.66%
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
1
Morgan Stanley
New York
$3.83B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$480M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.3B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.19B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.34B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.08B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$715M
3
HNB
3
Huntington National Bank
Ohio
$197M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$169M
5
HI
5
Horizon Investments
North Carolina
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
26
Regions Financial Corp
Alabama
$413M +$321K +5,790 +0.1%
CCA
27
Catalyst Capital Advisors
New York
$408M -$26.2M -473,405 -6%
MRC
28
Millburn Ridgefield Corp
New York
$408M -$26.2M -473,405 -6%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$397M +$397M +7,159,365 New
WANY
30
Wealthspire Advisors (New York)
New York
$375M +$5.91M +106,550 +2%
HighTower Advisors
31
HighTower Advisors
Illinois
$374M +$3.3M +59,495 +0.9%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$345M +$2.26M +40,710 +0.7%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$336M -$883K -15,755 -0.3%
AG
34
AlTi Global
New York
$322M +$322M +5,810,825 New
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$302M -$8.6M -155,195 -3%
Creative Planning
36
Creative Planning
Kansas
$292M +$20.1M +362,640 +7%
NMIMC
37
Northwestern Mutual Investment Management Company
Wisconsin
$289M -$47.3M -853,085 -14%
AA
38
Alesco Advisors
New York
$285M +$30.9M +557,975 +12%
US Bancorp
39
US Bancorp
Minnesota
$243M +$16.2M +292,270 +7%
CWM
40
Circle Wealth Management
New Jersey
$238M -$874K -15,760 -0.4%
MERSOM
41
Municipal Employees' Retirement System of Michigan
Michigan
$209M +$1.83M +33,090 +0.9%
HNB
42
Huntington National Bank
Ohio
$197M -$171M – –
Members Trust
43
Members Trust
Florida
$196M -$22.2M -397,205 -10%
MCM
44
MAI Capital Management
Ohio
$181M +$11.2M +202,290 +7%
Franklin Resources
45
Franklin Resources
California
$179M +$5.09M +91,755 +3%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$173M +$2.59M +46,645 +2%
Cerity Partners
47
Cerity Partners
New York
$172M +$85.9M +2,731,090 +100%
Osaic Holdings
48
Osaic Holdings
Arizona
$169M -$123M -2,219,560 -42%
Stifel Financial
49
Stifel Financial
Missouri
$166M -$2.68M -48,440 -2%
CFG
50
Citizens Financial Group
Rhode Island
$158M +$1.75M +31,600 +1%
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