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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 %
HAC
501
Harbor Advisory Corp
New Hampshire
$8.1M -$307K -5,535 -4%
PWA
502
Physician Wealth Advisors
Utah
$8.08M -$1.72M -31,060 -18%
FFS
503
Founders Financial Securities
Maryland
$8.08M -$2.57M -46,455 -24%
HI
504
Horizon Investments
North Carolina
$8.06M -$76.3M -1,375,825 -90%
BTWM
505
Baker Tilly Wealth Management
Wisconsin
$8.03M +$280K +5,050 +4%
DWT
506
Dorsey & Whitney Trust
South Dakota
$8.02M -$1.81M -32,645 -18%
HCM
507
Highview Capital Management
Illinois
$8M +$45.5K +820 +0.6%
CI
508
CX Institutional
Indiana
$7.97M +$3.71M +66,955 +87%
MM
509
Meridian Management
Arkansas
$7.95M +$7M +124,940 +740%
WPW
510
Waldron Private Wealth
Pennsylvania
$7.91M -$459K -8,280 -5%
TRCT
511
Tower Research Capital (TRC)
New York
$7.86M +$371K +6,700 +5%
CFG
512
Carr Financial Group
Massachusetts
$7.84M -$1.73M -31,190 -18%
KPWG
513
KFA Private Wealth Group
Virginia
$7.8M +$395K +7,135 +5%
DWM
514
Dakota Wealth Management
Florida
$7.78M +$2.97M +53,665 +62%
UWPG
515
Ullmann Wealth Partners Group
Florida
$7.78M -$1.81M -32,710 -19%
TC
516
TAP Consulting
Missouri
$7.77M +$1.37M +24,775 +21%
JWCA
517
J.W. Cole Advisors
Florida
$7.76M +$1.2M +21,675 +18%
AWM
518
Avior Wealth Management
Nebraska
$7.75M -$5.69M -102,595 -42%
DWMG
519
DB Wealth Management Group
California
$7.7M +$961K +17,330 +14%
PG
520
Proffitt & Goodson
Tennessee
$7.68M +$89K +1,605 +1%
EWA
521
Exencial Wealth Advisors
Oklahoma
$7.65M -$83.7K -1,510 -1%
DC
522
Davenport & Co
Virginia
$7.62M +$123K +2,215 +2%
Vanguard Group
523
Vanguard Group
Pennsylvania
$7.6M +$271K +4,885 +4%
PA
524
Parallel Advisors
California
$7.58M -$353K -6,370 -4%
MBI
525
May Barnhard Investments
Maryland
$7.57M +$7.57M +136,495 New
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