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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 %
WJA
801
Willis Johnson & Associates
Texas
$3.36M +$288K +5,200 +9%
HIA
802
Harbor Investment Advisory
Maryland
$3.36M +$35.2K +635 +1%
BFG
803
Bleakley Financial Group
New Jersey
$3.3M +$77.6K +1,400 +2%
FSG
804
Financial Strategies Group
Michigan
$3.3M -$477K -8,725 -13%
WA
805
Wealth Alliance
New York
$3.29M -$2M -36,045 -38%
BTI
806
Blue Trust Inc
Georgia
$3.28M +$2.9M +58,135 +753%
JIP
807
Jaffetilchin Investment Partners
Florida
$3.28M -$23.8K -430 -0.7%
RFN
808
RDA Financial Network
Iowa
$3.28M -$22.7K -410 -0.7%
ACM
809
AUA Capital Management
Pennsylvania
$3.28M +$208K +3,745 +7%
NP
810
Nilsine Partners
Colorado
$3.26M +$385K +6,950 +13%
IF
811
Intrua Financial
Texas
$3.25M -$589K -10,625 -15%
BWCS
812
Beirne Wealth Consulting Services
Connecticut
$3.25M +$1.34M +24,190 +70%
FIA
813
Foundations Investment Advisors
Arizona
$3.24M -$10.8M -195,015 -77%
WIA
814
Wetzel Investment Advisors
Indiana
$3.23M +$3.23M +58,255 New
HIA
815
HTG Investment Advisors
Connecticut
$3.23M +$452K +8,160 +16%
JIC
816
Joel Isaacson & Co
New York
$3.22M +$436K +7,860 +16%
PRWA
817
Platte River Wealth Advisors
Colorado
$3.22M +$549K +9,910 +21%
MCM
818
MidAtlantic Capital Management
Virginia
$3.21M +$3.21M +57,880 New
FTC
819
Farmers Trust Company
Ohio
$3.21M – – –
WWA
820
WCG Wealth Advisors
Nevada
$3.2M -$323K -5,820 -9%
CA
821
Crumly & Associates
Illinois
$3.2M -$39.4K -710 -1%
BFS
822
Bradley Foster & Sargent
Connecticut
$3.19M -$100K -1,805 -3%
LNWWM
823
Laird Norton Wetherby Wealth Management
California
$3.19M +$697K +12,575 +28%
PAM
824
Palisade Asset Management
Minnesota
$3.17M +$125K +2,255 +4%
HH
825
HWG Holdings
Texas
$3.17M +$1.55M +28,010 +96%
31 32
33
34 35