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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 %
GVAG
526
Great Valley Advisor Group
Delaware
$7.55M +$1.62M +29,210 +27%
PAS
527
Park Avenue Securities
New York
$7.55M -$43.9M -792,265 -85%
BWA
528
Bordeaux Wealth Advisors
California
$7.55M -$159K -2,875 -2%
CFA
529
Cahill Financial Advisors
Minnesota
$7.54M +$227K +4,095 +3%
MCCP
530
Mission Creek Capital Partners
California
$7.5M +$849K +15,310 +13%
FNBOH
531
First National Bank of Hutchinson
Kansas
$7.49M -$631K -11,390 -8%
SCA
532
Snowden Capital Advisors
New York
$7.49M -$895K -16,145 -11%
MPCG
533
Matrix Private Capital Group
New York
$7.46M +$18.3K +330 +0.2%
CFC
534
Coyle Financial Counsel
Illinois
$7.45M +$6.37K +115 +0.1%
GIA
535
GHP Investment Advisors
Colorado
$7.4M -$45.5K -820 -0.6%
TA
536
TruWealth Advisors
Louisiana
$7.36M -$62.6K -1,130 -0.8%
MWM
537
Mascoma Wealth Management
New Hampshire
$7.31M +$61.3K +1,105 +0.8%
BMD
538
Better Money Decisions
New Mexico
$7.3M +$700K +12,625 +11%
HHWM
539
Hiley Hunt Wealth Management
Nebraska
$7.29M +$7.29M +131,480 New
MCM
540
Magnolia Capital Management
New York
$7.29M -$9.98K -180 -0.1%
RIA
541
Richwood Investment Advisors
Ohio
$7.25M -$41.6K -750 -0.6%
SF
542
Synovus Financial
Georgia
$7.24M +$528K +9,530 +8%
Lido Advisors
543
Lido Advisors
California
$7.23M -$506K -9,130 -7%
MIM
544
MetLife Investment Management
New Jersey
$7.17M +$6.79M +122,550 +1,789%
CCB
545
Country Club Bank
Missouri
$7.17M +$1.4K +25 +0%
EFS
546
Econ Financial Services
Pennsylvania
$7.17M -$635K -11,460 -8%
PTC
547
Private Trust Company
Ohio
$7.1M +$32.1K +580 +0.5%
EWM
548
EPG Wealth Management
Georgia
$7.09M +$840K +15,220 +13%
PCIA
549
Prime Capital Investment Advisors
Kansas
$7.08M +$1.05M +18,950 +17%
RL
550
Rogco LP
Oklahoma
$7.08M -$3.15M -56,900 -31%
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