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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 %
HS
776
Horan Securities
United States
$3.63M -$154K -2,785 -4%
GFP
777
Gryphon Financial Partners
Ohio
$3.62M +$926K +17,160 +34%
MCC
778
Money Concepts Capital
Florida
$3.61M +$444K +8,010 +14%
NDSI
779
Newman Dignan & Sheerar Inc
Rhode Island
$3.6M +$203K +3,655 +6%
CFC
780
Client First Capital
California
$3.59M +$644K +11,625 +22%
FWM
781
ForthRight Wealth Management
Georgia
$3.58M +$18.8K +340 +0.5%
PW
782
Peninsula Wealth
California
$3.58M +$2.99M +53,895 +506%
AWMG
783
Alliance Wealth Management Group
New Jersey
$3.57M +$3.57M +64,315 New
Neuberger Berman Group
784
Neuberger Berman Group
New York
$3.54M +$206K +3,720 +6%
SIG
785
Sky Investment Group
Connecticut
$3.53M -$3.18M – –
PPC
786
Park Place Capital
Alabama
$3.52M -$1.84M -33,115 -34%
BCG
787
Breakwater Capital Group
New Jersey
$3.52M -$59.2K -1,070 -2%
UBS AM
788
UBS AM
Illinois
$3.52M -$8.42M -151,835 -71%
HL
789
HeadInvest LLC
Maine
$3.51M – – –
WP
790
Wealthspan Partners
Iowa
$3.51M -$475K -8,575 -12%
MSWM
791
McGlone Suttner Wealth Management
Wisconsin
$3.5M -$38.5K -695 -1%
NOI
792
Newton One Investments
Delaware
$3.46M -$52.4K -945 -1%
ST
793
Spinnaker Trust
Maine
$3.46M -$29.9K -540 -0.9%
SFC
794
Strategic Financial Concepts
Texas
$3.46M -$408K -7,365 -11%
VFA
795
Valeo Financial Advisors
Indiana
$3.43M +$108K +1,955 +3%
CI
796
Cambiar Investors
Colorado
$3.4M +$1.35M +24,350 +66%
NB
797
NBT Bank
New York
$3.4M +$1.04M +18,780 +44%
KIG
798
Kowal Investment Group
Wisconsin
$3.38M -$289K -5,205 -8%
Deutsche Bank
799
Deutsche Bank
Germany
$3.38M -$3.33K -60 -0.1%
MWM
800
MY Wealth Management
Maryland
$3.37M +$176K +3,170 +6%
30 31
32
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