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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 %
OCM
751
Orion Capital Management
California
$3.87M -$196K -3,535 -5%
PGWM
752
Parisi Gray Wealth Management
New Jersey
$3.86M +$40.2K +725 +1%
WF
753
Welch & Forbes
Massachusetts
$3.86M -$83.1K -1,500 -2%
VFP
754
Verus Financial Partners
Virginia
$3.84M -$217K -3,945 -5%
FFG
755
Foundry Financial Group
New Hampshire
$3.83M +$3.83M +69,125 New
HH
756
Hilltop Holdings
Texas
$3.82M +$22.2K +400 +0.6%
HWM
757
HighMark Wealth Management
Minnesota
$3.82M +$504K +9,085 +15%
AFS
758
Annapolis Financial Services
Maryland
$3.81M +$64.9K +1,170 +2%
UBG
759
United Bank (Georgia)
Georgia
$3.8M +$2.22K +40 +0.1%
EW
760
Element Wealth
Mississippi
$3.78M -$109K -1,970 -3%
SFMG
761
Sage Financial Management Group
Virginia
$3.77M +$319K +5,755 +9%
WPC
762
Wedmont Private Capital
Pennsylvania
$3.76M -$199K -3,625 -5%
PWM
763
Partnership Wealth Management
Maryland
$3.76M +$3.76M +68,950 New
TW
764
TritonPoint Wealth
Maryland
$3.75M +$3.75M +67,650 New
WHG
765
Westwood Holdings Group
Texas
$3.74M -$116K -2,095 -3%
MA
766
Mutual Advisors
Nebraska
$3.73M -$477K -8,600 -11%
IWM
767
IHT Wealth Management
Illinois
$3.72M -$256K -4,615 -6%
BJL
768
Brighton Jones LLC
Washington
$3.7M +$1.28M +23,015 +53%
MWP
769
Moller Wealth Partners
$3.69M – – –
QCIG
770
Quad-Cities Investment Group
Iowa
$3.69M +$350K +6,390 +10%
SWP
771
Summit Wealth Partners
Florida
$3.67M +$302K +5,445 +9%
SAM
772
Smithbridge Asset Management
Pennsylvania
$3.66M -$264K -4,770 -7%
CBT
773
Central Bank & Trust
Kentucky
$3.65M +$111K +1,995 +3%
DL
774
DOHJ LLC
Washington
$3.65M +$3.19M +57,460 +687%
MWAM
775
Manhattan West Asset Management
California
$3.65M -$1.92M -34,645 -34%
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