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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 %
EI
826
Ellevest Inc
New York
$3.16M +$187K +3,380 +6%
WCM
827
Washburn Capital Management
Florida
$3.16M -$378K -6,825 -11%
FWM
828
Forza Wealth Management
Florida
$3.15M -$27.7K -500 -0.9%
BFO
829
Boston Family Office
Massachusetts
$3.15M +$74.3K +1,340 +2%
GWM
830
Geneos Wealth Management
Colorado
$3.14M +$1.07M +19,285 +52%
IPWA
831
International Private Wealth Advisors
California
$3.14M +$3.14M +56,605 New
TC
832
TownSquare Capital
Utah
$3.11M -$494K -8,905 -14%
BCMIO
833
Beacon Capital Management Inc (Ohio)
Ohio
$3.09M +$3.09M +55,780 New
PIA
834
Perennial Investment Advisors
California
$3.09M +$204K +3,685 +7%
BHB
835
Bank Hapoalim BM
Israel
$3.06M +$3.06M +55,250 New
TWG
836
The Wealth Group
Minnesota
$3.06M +$3.06M +55,800 New
CPRC
837
Consolidated Portfolio Review Corp
New York
$3.06M +$46.3K +835 +2%
CAM
838
Cozad Asset Management
Illinois
$3.06M – – –
CB
839
Cadence Bank
Mississippi
$3.05M -$260K -4,695 -8%
EFG
840
Embree Financial Group
Illinois
$3.05M +$3.05M +54,965 New
SI
841
Stephens Inc
Arkansas
$3.04M -$83.7K -1,510 -3%
FIM
842
Fernwood Investment Management
Massachusetts
$3.03M +$270 +5 +0%
FPAS
843
Focus Partners Advisor Solutions
Missouri
$3.02M +$837K +15,100 +38%
UL
844
Unionview LLC
Washington
$3M -$1.59M -28,620 -35%
CAAM
845
Cornerstone Advisors Asset Management
Pennsylvania
$3M -$327K -5,895 -10%
CW
846
CreativeOne Wealth
Kansas
$3M -$246K -4,430 -8%
BB
847
Busey Bank
Illinois
$2.99M -$143K -2,585 -5%
TI
848
Truepoint Inc
Ohio
$2.98M -$86.5K -1,560 -3%
CNB
849
Camden National Bank
Maine
$2.97M -$220K -3,975 -7%
AFA
850
AA Financial Advisors
Ohio
$2.95M +$2.95M +53,150 New
32 33
34
35 36