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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 %
SCA
726
Sandy Cove Advisors
Massachusetts
$4.09M +$3.11M +56,070 +316%
SFG
727
Sather Financial Group
Texas
$4.09M – – –
FA
728
FC Advisory
Pennsylvania
$4.09M -$6.93K -125 -0.2%
SS
729
Simplicity Solutions
Minnesota
$4.08M -$175K -3,165 -4%
GLA
730
Good Life Advisors
Pennsylvania
$4.08M +$4.99K +90 +0.1%
OHWP
731
Oak Harbor Wealth Partners
North Carolina
$4.07M -$7.8M -140,760 -66%
PA
732
PFG Advisors
Arizona
$4.06M +$103K +1,865 +3%
TWC
733
TD Waterhouse Canada
Ontario, Canada
$4.06M -$598K -9,530 -13%
TCOO
734
Trust Company of Oklahoma
Oklahoma
$4.05M +$179K +3,225 +5%
AFO
735
Arrowroot Family Office
California
$4.04M +$478K +8,615 +13%
GDP
736
Great Diamond Partners
Maine
$4.02M -$4.73M -85,395 -54%
NL
737
NEPC LLC
Massachusetts
$4.01M – – –
SIM
738
Seaview Investment Managers
Florida
$4.01M +$2.39M +43,085 +147%
GSB
739
Greenfield Savings Bank
Massachusetts
$4.01M -$19.7K -355 -0.5%
UCB
740
United Community Bank
South Carolina
$4M -$378K -6,820 -9%
FCP
741
Fidelis Capital Partners
Florida
$3.98M -$215K -3,875 -5%
VF
742
VitalStone Financial
Texas
$3.97M -$221K -3,990 -5%
American Century Companies
743
American Century Companies
Missouri
$3.94M +$83.1K +1,500 +2%
HIMC
744
Heritage Investors Management Corp
Maryland
$3.93M +$182K +3,280 +5%
SF
745
Summit Financial
New Jersey
$3.93M -$305K -5,505 -7%
LWMNY
746
Landmark Wealth Management (New York)
New York
$3.92M +$265K +4,790 +7%
GWM
747
GSB Wealth Management
Connecticut
$3.92M +$111K +1,995 +3%
CHC
748
City Holding Co
West Virginia
$3.91M +$449K +8,095 +13%
ST
749
Sabal Trust
Florida
$3.9M +$825K +14,875 +27%
GSWM
750
Greenup Street Wealth Management
Michigan
$3.88M -$138K -2,485 -3%
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