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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 %
SYBT
951
Stock Yards Bank & Trust
Kentucky
$2.16M -$113K -2,035 -5%
HCA
952
Heck Capital Advisors
Wisconsin
$2.16M -$997K -17,980 -32%
1IA
953
1834 Investment Advisors
Wisconsin
$2.15M -$15.2K -275 -0.7%
CRC
954
Curi RMB Capital
Illinois
$2.14M +$289K +5,205 +16%
PA
955
PSI Advisors
Florida
$2.13M -$37.1K -670 -2%
LFP
956
Lakeshore Financial Planning
Michigan
$2.12M -$423K -7,625 -17%
WSTAM
957
Wilbanks Smith & Thomas Asset Management
Virginia
$2.12M -$94K -1,695 -4%
WA
958
Waverly Advisors
Alabama
$2.12M +$87.9K +1,585 +4%
ASW
959
Astoria Strategic Wealth
Texas
$2.12M -$103K -1,865 -5%
B
960
Bensler
Washington
$2.11M +$15K +270 +0.7%
CL
961
COWA LLC
Oklahoma
$2.11M -$130K -2,350 -6%
IAS
962
Investment Advisory Services
Texas
$2.09M +$157K +2,840 +8%
QWP
963
Quotient Wealth Partners
Texas
$2.08M +$2.08M +37,535 New
EW
964
Enzi Wealth
Texas
$2.08M -$555K -10,055 -21%
OP
965
ORG Partners
Indiana
$2.07M +$1.29M +23,280 +165%
WGCA
966
Wolf Group Capital Advisors
Virginia
$2.07M -$150K -2,870 -7%
GGS
967
Galvin Gaustad & Stein
Arizona
$2.05M -$41.3K -745 -2%
LIM
968
Letson Investment Management
Georgia
$2.04M +$2.04M +36,790 New
AIA
969
Arcadia Investment Advisors
Idaho
$2.04M -$11.4K -205 -0.6%
TCG
970
Transcendent Capital Group
Oklahoma
$2.04M +$2.04M +36,760 New
SAM
971
Silvercrest Asset Management
New York
$2.03M -$134K -2,425 -6%
CW
972
CIC Wealth
Maryland
$2.03M +$9.7K +175 +0.5%
UBV
973
United Bank (Virginia)
Virginia
$2.02M -$197K -3,560 -9%
BA
974
Ballew Advisors
Mississippi
$2.01M +$80.3K +1,485 +4%
RWP
975
Revolve Wealth Partners
New Jersey
$2.01M -$139K -2,505 -6%
37 38
39
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