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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 %
LT
601
Legacy Trust
Michigan
$6.11M +$124K +2,245 +2%
MG
602
Mather Group
Illinois
$6.1M -$200K -3,600 -3%
RIA
603
Regal Investment Advisors
Michigan
$6.08M -$764K -13,780 -11%
WPW
604
Watershed Private Wealth
Illinois
$6.07M +$43.8K +790 +0.7%
FFA
605
Farther Finance Advisors
California
$6.04M +$1.02M +18,485 +20%
SSWM
606
Sheets Smith Wealth Management
North Carolina
$6.02M +$277 +5 +0%
SSW
607
Smith Shellnut Wilson
Mississippi
$6.02M -$55.7K -1,005 -0.9%
PGFC
608
Peapack-Gladstone Financial Corp
New Jersey
$6.01M -$171K -3,080 -3%
CWM
609
Congress Wealth Management
Massachusetts
$6M +$1.05M +18,985 +21%
CICC
610
Capital Investment Counsel (Colorado)
Colorado
$5.99M +$5.99M +108,110 New
GFS
611
GYL Financial Synergies
Connecticut
$5.94M +$144K +2,600 +2%
Kayne Anderson Rudnick Investment Management
612
Kayne Anderson Rudnick Investment Management
California
$5.94M +$3.43M +61,790 +136%
CSA
613
Cottage Street Advisors
Massachusetts
$5.92M +$830 +15 +0%
RWIA
614
Roger Wittlin Investment Advisory
California
$5.91M -$27.2K -490 -0.5%
PFA
615
Pettinga Financial Advisors
Indiana
$5.89M -$4.75M -85,735 -45%
PCM
616
Pennsylvania Capital Management
Pennsylvania
$5.88M -$58.5K -1,055 -1%
FFWA
617
FRG Family Wealth Advisors
Washington
$5.78M -$76.2K -1,375 -1%
G
618
GenTrust
Florida
$5.74M -$40.2K -725 -0.7%
RCAG
619
Rehmann Capital Advisory Group
Michigan
$5.73M -$4.67M -84,265 -45%
RCM
620
Richardson Capital Management
Wisconsin
$5.72M +$5.72M +565 New
BCM
621
Brookstone Capital Management
Illinois
$5.7M -$939K -16,935 -14%
TSWM
622
Triangle Securities Wealth Management
North Carolina
$5.69M +$472K +8,520 +9%
NL
623
NWAM LLC
Washington
$5.68M +$4.71M +85,040 +486%
HWM
624
HB Wealth Management
Georgia
$5.68M -$669K -12,065 -11%
BHIA
625
Birch Hill Investment Advisors
Massachusetts
$5.66M -$6.93K -125 -0.1%
23 24
25
26 27