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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 %
LHC
626
Little House Capital
Massachusetts
$5.66M -$232K -4,190 -4%
BRWA
627
B. Riley Wealth Advisors
Florida
$5.66M -$3.27M -59,040 -37%
LIA
628
LBMC Investment Advisors
Tennessee
$5.64M -$227K -4,100 -4%
PFA
629
Pure Financial Advisors
California
$5.64M -$93.7K -1,690 -2%
BBHC
630
Brown Brothers Harriman & Co
New York
$5.59M -$17.7K -320 -0.3%
PCM
631
Parsons Capital Management
Rhode Island
$5.52M -$361K -6,505 -6%
FC
632
Financial Council
Maryland
$5.52M -$3.6K -65 -0.1%
TFA
633
Trinity Financial Advisors
Ohio
$5.5M -$10.8K -195 -0.2%
SCM
634
SOL Capital Management
Maryland
$5.48M -$187K -3,365 -3%
NSB
635
Norway Savings Bank
Maine
$5.48M +$726K +13,090 +15%
PMG
636
ProVise Management Group
Florida
$5.45M -$120K -2,160 -2%
AFP
637
Alpha Financial Partners
Kentucky
$5.33M +$2.15M +38,800 +68%
CIR
638
Clear Investment Research
Georgia
$5.31M -$103K -1,855 -2%
SFG
639
Summit Financial Group
West Virginia
$5.29M +$9.7K +175 +0.2%
UWM
640
USAdvisors Wealth Management
Minnesota
$5.29M -$225K -4,060 -4%
ONB
641
Old National Bancorp
Indiana
$5.28M +$16.9K +305 +0.3%
SFI
642
SPC Financial Inc
Maryland
$5.27M +$524K +9,445 +11%
DJYG
643
David J. Yvars Group
Florida
$5.26M -$509K -9,175 -9%
CB
644
Centennial Bank
Arkansas
$5.24M +$170K +3,060 +3%
CAM
645
Creekmur Asset Management
Illinois
$5.22M +$5.22M +94,105 New
GTAM
646
Global Trust Asset Management
Florida
$5.2M -$41.6K -750 -0.8%
AIMC
647
Alley Investment Management Company
Illinois
$5.17M +$770K +13,895 +18%
SR
648
Syntax Research
Florida
$5.14M -$1.73M -31,245 -25%
BA
649
Bellwether Advisors
Nebraska
$5.14M -$7.76K -140 -0.2%
PFG
650
Pacific Financial Group
Washington
$5.13M +$74.8K +1,350 +1%
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