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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.

Holders
2,159
Holders Change
+164
Holders Change %
+8.22%
% of All Funds
31.66%
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
1
Morgan Stanley
New York
$3.83B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$480M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.3B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.19B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.34B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.08B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$715M
3
HNB
3
Huntington National Bank
Ohio
$197M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$169M
5
HI
5
Horizon Investments
North Carolina
$8.06M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Cahaba Wealth Management
Georgia
$92.4M 1,666,270 +62,740 +4%
BF
77
BOK Financial
Oklahoma
$92.2M 1,663,985 +48,370 +3%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$91.3M 1,647,825 -17,555 -1%
BPWM
79
Badgley Phelps Wealth Managers
Washington
$91.1M 1,643,500 +141,590 +9%
LW
80
Linscomb Wealth
Texas
$89.6M 1,616,985 -76,420 -5%
BBA
81
BLB&B Advisors
Pennsylvania
$89M 1,606,225 +120,900 +8%
WT
82
Whittier Trust
California
$87.2M 1,572,955 -281,035 -15%
State Street
83
State Street
Massachusetts
$86.9M 1,567,375 -105,235 -6%
LWMT
84
Legacy Wealth Management (Tennessee)
Tennessee
$86.3M 1,556,965 -6,240 -0.4%
Bessemer Group
85
Bessemer Group
New Jersey
$85.4M 1,541,545 +57,225 +4%
CAM
86
Chandler Asset Management
California
$85.4M 1,541,450 +2,555 +0.2%
AIM
87
Acropolis Investment Management
Missouri
$85.3M 1,523,910 +8,100 +0.5%
FHB
88
First Hawaiian Bank
Hawaii
$84.9M 1,532,430 +3,920 +0.3%
M&T Bank
89
M&T Bank
New York
$83.4M 1,503,795 -27,340 -2%
AI
90
Accredited Investors
Minnesota
$81.5M 1,470,255 +533,695 +57%
Charles Schwab
91
Charles Schwab
California
$80.6M 1,453,935 -86,810 -6%
FMII
92
Farmers & Merchants Investments Inc
Nebraska
$80.3M 1,448,190 +28,425 +2%
SPIA
93
Steward Partners Investment Advisory
New York
$78.9M 1,423,800 -915 -0.1%
LFS
94
Lutz Financial Services
Nebraska
$78.7M 1,420,320 +49,400 +4%
FIB
95
First Interstate Bank
Montana
$75.2M 1,356,485 +274,760 +25%
BFPW
96
BOK Financial Private Wealth
Colorado
$70.3M 1,268,185 +24,065 +2%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$69.9M 1,260,205 -445,570 -26%
VC
98
Vicus Capital
Pennsylvania
$69.4M 1,252,365 -43,700 -3%
KA
99
Klingman & Associates
New York
$68.9M 1,243,775 +43,595 +4%
MIA
100
MainStreet Investment Advisors
Illinois
$68.1M 1,228,955 -90,215 -7%
2 3
4
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