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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 %
PG
876
Patten Group
Tennessee
$2.68M -$43.5K -785 -2%
E
877
ETFidea
New York
$2.67M -$79.3K -1,430 -3%
NW
878
NewEdge Wealth
Pennsylvania
$2.67M +$1.16M +20,895 +77%
ATWA
879
Arbor Trust Wealth Advisors
Michigan
$2.66M – – –
BONH
880
Bank of New Hampshire
New Hampshire
$2.66M +$23K +415 +0.9%
BMM
881
Buffington Mohr McNeal
Idaho
$2.63M +$2.22M +40,000 +540%
FCB
882
First County Bank
Connecticut
$2.63M -$277 -5 -0%
NEPWA
883
New England Private Wealth Advisors
Massachusetts
$2.62M +$86.5K +1,560 +3%
IC
884
IEQ Capital
California
$2.61M +$91.2K +1,645 +4%
KWM
885
Kaydan Wealth Management
Michigan
$2.6M -$7.71M -139,115 -75%
FCA
886
FLC Capital Advisors
California
$2.59M -$81.5K -1,470 -3%
PWA
887
Pillar Wealth Advisors
Pennsylvania
$2.57M +$961K +17,335 +60%
AT
888
Arvest Trust
Oklahoma
$2.57M -$12.5K -225 -0.5%
3F
889
360 Financial
Minnesota
$2.57M -$1.33M -23,975 -34%
SFP
890
Sweet Financial Partners
Minnesota
$2.56M +$764K +13,775 +43%
MFS
891
Madrona Financial Services
Washington
$2.56M +$993K +17,910 +63%
CCP
892
Clarkston Capital Partners
Michigan
$2.56M +$1.94M +35,000 +315%
CMAI
893
Capital Management Associates Inc
Minnesota
$2.55M +$2.55M +32,190 New
AWM
894
Accurate Wealth Management
Florida
$2.54M -$209K -3,835 -8%
WAM
895
Weinberger Asset Management
California
$2.54M -$175K -3,165 -6%
JWM
896
JPL Wealth Management
Colorado
$2.53M +$2.53M +45,585 New
AF
897
Apexium Financial
Texas
$2.52M -$83.1K -1,500 -3%
SWM
898
SigFig Wealth Management
California
$2.51M -$1.01M -18,240 -29%
GC
899
Gilbert & Cook
Iowa
$2.49M +$350K +6,320 +16%
LFA
900
Legacy Financial Advisors
Kentucky
$2.49M +$278K +5,020 +13%
34 35
36
37 38