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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 %
SWPG
901
Strategic Wealth Partners Group
Illinois
$2.47M +$738K +13,305 +43%
HSWS
902
Higgins & Schmidt Wealth Strategies
Colorado
$2.44M +$2.44M +44,085 New
NCM
903
Next Capital Management
New York
$2.43M +$52.1K +940 +2%
KCPG
904
Kavar Capital Partners Group
Kansas
$2.43M +$1.24M +22,325 +104%
DPI
905
Diversified Portfolios Inc
Michigan
$2.42M +$465K +8,380 +24%
QWM
906
Quadcap Wealth Management
Texas
$2.41M +$2.41M +43,530 New
GPI
907
General Partner Inc
Pennsylvania
$2.4M – – –
WC
908
Wexford Capital
Florida
$2.4M +$2.4M +43,210 New
BMCM
909
Bryn Mawr Capital Management
Pennsylvania
$2.39M +$28.8K +520 +1%
WS
910
Wedbush Securities
California
$2.39M -$16.9K -305 -0.7%
MSAM
911
Moloney Securities Asset Management
Missouri
$2.38M -$68.7K -1,240 -3%
PWG
912
Private Wealth Group
Florida
$2.38M +$336K +6,065 +16%
VIM
913
Vista Investment Management
Pennsylvania
$2.38M +$1.66K +30 +0.1%
EFL
914
ERn Financial LLC
Wisconsin
$2.37M +$131K +2,420 +6%
GC
915
Guggenheim Capital
Illinois
$2.37M +$57.1K +1,030 +2%
CA
916
Claro Advisors
Massachusetts
$2.36M +$277 +5 +0%
NPFS
917
Novak & Powell Financial Services
Florida
$2.35M +$2.35M +42,520 New
DFA
918
Delta Financial Advisors
Louisiana
$2.35M +$277 +5 +0%
PPP
919
Private Portfolio Partners
New Jersey
$2.35M +$239K +4,310 +11%
BFW
920
Brady Family Wealth
Missouri
$2.35M -$14.4K -260 -0.6%
GWS
921
Glassman Wealth Services
Virginia
$2.35M -$35.8K -645 -1%
SGK
922
Steigerwald Gordon & Koch
Virginia
$2.35M +$13.6K +245 +0.6%
KIA
923
KCM Investment Advisors
California
$2.34M +$14.4K +260 +0.6%
BWM
924
Birchcreek Wealth Management
Ohio
$2.34M +$235K +4,240 +11%
BWL
925
Bogart Wealth LLC
Virginia
$2.33M -$21.1K -380 -0.9%
35 36
37
38 39