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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 %
PCM
701
Perritt Capital Management
Illinois
$4.43M +$224K +4,045 +5%
BFWA
702
Benchmark Financial Wealth Advisors
Florida
$4.43M +$109K +1,965 +3%
FW
703
Fairway Wealth
Ohio
$4.42M +$4.42M +79,785 New
EG
704
Ellerson Group
Maryland
$4.42M -$66K -1,190 -1%
CFS
705
CRA Financial Services
New Jersey
$4.42M -$142K -2,565 -3%
SWA
706
SOA Wealth Advisors
New York
$4.41M -$3.88K -70 -0.1%
SCG
707
Sonata Capital Group
Washington
$4.4M – – –
LF
708
LifeSteps Financial
California
$4.36M -$61K -1,100 -1%
TCWA
709
Turtle Creek Wealth Advisors
Texas
$4.35M +$4.35M +78,405 New
SC
710
Stephenson & Company
California
$4.33M +$4.33M +78,065 New
WI
711
WrapManager Inc
California
$4.32M +$4.32M +78,005 New
AM
712
AGF Management
Ontario, Canada
$4.29M -$41.6K -750 -1%
CFGS
713
Concourse Financial Group Securities
Alabama
$4.26M -$1.55M -27,975 -27%
CFD
714
Creative Financial Designs
Indiana
$4.26M -$145K -2,620 -3%
VWM
715
VCI Wealth Management
Missouri
$4.24M +$4.24M +76,560 New
FPW
716
Flagship Private Wealth
Massachusetts
$4.24M +$219K +3,945 +5%
PPWM
717
PFG Private Wealth Management
Florida
$4.21M +$591K +10,655 +16%
ACA
718
Affinity Capital Advisors
California
$4.2M +$907K +16,370 +28%
HCM
719
Hengehold Capital Management
Ohio
$4.18M +$392K +7,065 +10%
RWA
720
River Wealth Advisors
Pennsylvania
$4.17M +$231K +4,160 +6%
WFA
721
Wellspring Financial Advisors
Ohio
$4.14M -$3.47K -5,255 -0.1%
TH
722
TCTC Holdings
Texas
$4.14M +$293K +5,280 +8%
WG
723
Watchman Group
Texas
$4.12M -$179K -3,225 -4%
FPCG
724
Forum Private Client Group
Indiana
$4.11M +$4.11M +74,220 New
CT
725
Colonial Trust
South Carolina
$4.1M +$61.2K +1,105 +2%
27 28
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