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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 %
MWA
676
Muirfield Wealth Advisors
North Carolina
$4.78M +$4.78M +86,265 New
RG
677
Rathbones Group
United Kingdom
$4.78M -$189K -3,415 -4%
SAF
678
Smith Anglin Financial
Texas
$4.75M -$57.4M -1,036,370 -92%
GF
679
Gries Financial
Ohio
$4.75M -$206K -3,715 -4%
SCM
680
Sebold Capital Management
Illinois
$4.74M -$2.59M -46,760 -35%
VVP
681
Venture Visionary Partners
Ohio
$4.7M +$109K +1,960 +2%
BCG
682
BayBridge Capital Group
California
$4.7M +$4.7M +86,340 New
PS
683
Principal Securities
Iowa
$4.68M +$4.68M +84,450 New
NEAM
684
New England Asset Management
Connecticut
$4.67M +$928K +16,750 +25%
SAM
685
Securian Asset Management
Minnesota
$4.66M +$249K +4,500 +6%
CAGAS
686
Capital Advisory Group Advisory Services
Minnesota
$4.65M -$51.3K -925 -1%
R
687
Rebalance
California
$4.58M +$1.26M +22,765 +38%
TCOTS
688
Trust Company of the South
North Carolina
$4.56M +$4.56M +82,190 New
SFP
689
Sterling Financial Planning
New Jersey
$4.55M -$107K -1,935 -2%
LPT
690
Legacy Private Trust
Wisconsin
$4.53M -$523K -9,430 -10%
OWM
691
Olympus Wealth Management
Utah
$4.53M -$71.2K -1,285 -2%
MYIA
692
Mount Yale Investment Advisors
Colorado
$4.53M -$680K -12,270 -13%
LFG
693
Leverty Financial Group
Wisconsin
$4.51M +$36.3K +655 +0.8%
GA
694
Goldstein Advisors
Wisconsin
$4.5M -$210K -3,790 -4%
SOS
695
Silver Oak Securities
Tennessee
$4.46M +$4.04M +72,805 +941%
MC
696
Middleton & Co
Massachusetts
$4.46M +$99.2K +1,790 +2%
SS
697
Sound Stewardship
Kansas
$4.45M +$177K +3,190 +4%
CV
698
Counterweight Ventures
North Carolina
$4.44M +$4.44M +80,130 New
CSPIA
699
Cary Street Partners Investment Advisory
Virginia
$4.44M +$207K +3,740 +5%
CWA
700
Clarus Wealth Advisors
Arizona
$4.44M +$4.44M +81,955 New
26 27
28
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