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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 %
AL
651
Aspiriant LLC
California
$5.09M -$239K -4,315 -4%
FTS
652
Fifth Third Securities
Ohio
$5.08M -$873K -15,755 -15%
SW
653
SlateStone Wealth
Florida
$5.08M +$501K +9,035 +11%
CWM
654
Cranbrook Wealth Management
Michigan
$5.07M +$152K +2,740 +3%
BC
655
Bricktown Capital
Michigan
$5.06M – – –
SFS
656
Sowell Financial Services
Arkansas
$5.03M +$137K +2,475 +3%
CG
657
Cynosure Group
Utah
$5.03M +$1.02M +18,475 +26%
FC
658
FCA Corp
Texas
$5.02M -$11.6K -210 -0.2%
EFS
659
Essex Financial Services
Connecticut
$5M +$298K +5,380 +6%
AWA
660
Arete Wealth Advisors
Illinois
$4.97M +$1.14M +20,560 +30%
FMC
661
First Merchants Corp
Indiana
$4.96M +$19.4K +350 +0.4%
LFAS
662
Level Four Advisory Services
Texas
$4.94M -$333K -6,005 -6%
CWM
663
Castle Wealth Management
Florida
$4.94M -$26.6K -480 -0.5%
CFO
664
CVA Family Office
Colorado
$4.92M -$11.6K -210 -0.2%
OWM
665
Opes Wealth Management
California
$4.92M +$89.2K +1,610 +2%
TFCP
666
Twin Focus Capital Partners
Massachusetts
$4.92M +$430K +7,765 +10%
MCA
667
MSH Capital Advisors
Arizona
$4.9M -$157K -2,835 -3%
MPPLM
668
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.89M -$109K -1,965 -2%
CAG
669
Crestwood Advisors Group
Massachusetts
$4.87M -$211K -3,810 -4%
FNBOO
670
First National Bank of Omaha
Nebraska
$4.85M -$620K -11,185 -11%
BIA
671
Bigelow Investment Advisors
Maine
$4.85M -$18.3K -330 -0.4%
CWM
672
Cornerstone Wealth Management
Missouri
$4.84M -$294K -5,305 -6%
NCM
673
Novare Capital Management
North Carolina
$4.83M -$168K -3,030 -3%
VC
674
Vestor Capital
Illinois
$4.82M +$135K +2,440 +3%
MMA
675
Miracle Mile Advisors
California
$4.8M -$953K -17,200 -17%
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