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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 %
FCA
976
FinTrust Capital Advisors
South Carolina
$2.01M -$188K -3,395 -9%
WTB
977
Washington Trust Bank
Washington
$2M +$127K +2,290 +7%
ACIM
978
Azimuth Capital Investment Management
Michigan
$2M -$166K -3,000 -8%
SF
979
SWP Financial
California
$1.99M +$1.99M +35,955 New
NA
980
Navellier & Associates
Nevada
$1.99M +$624K +11,250 +46%
HNWAG
981
High Net Worth Advisory Group
Florida
$1.98M +$4.99K +90 +0.3%
G
982
Gainplan
Michigan
$1.98M +$297K +5,350 +18%
TSW
983
Three Seasons Wealth
Utah
$1.98M -$71.2K -1,285 -3%
KBFS
984
Kohmann Bosshard Financial Services
Ohio
$1.98M -$13K -235 -0.7%
ACM
985
Ategra Capital Management
Virginia
$1.97M -$49.3K -890 -2%
SB
986
Strategic Blueprint
Georgia
$1.97M -$1.81M -32,655 -48%
AIM
987
Alhambra Investment Management
Florida
$1.97M +$252K +4,555 +15%
LWL
988
Leo Wealth LLC
Texas
$1.96M +$1.96M +54,615 New
Betterment LLC
989
Betterment LLC
New York
$1.96M +$353K +6,375 +22%
CS
990
Credit Suisse
Switzerland
$1.95M -$476K -8,595 -20%
9WM
991
9258 Wealth Management
Ohio
$1.95M -$318K -5,740 -14%
SCA
992
St. Clair Advisors
Ohio
$1.95M -$23.6K -425 -1%
FSWA
993
Financial Synergies Wealth Advisors
Texas
$1.95M +$580K +11,990 +42%
CSIC
994
Clifford Swan Investment Counsel
California
$1.95M – – –
WDL
995
Well Done LLC
Michigan
$1.94M +$384K +6,925 +25%
RCG
996
Regatta Capital Group
California
$1.94M +$55.4K +1,000 +3%
CFO
997
Colony Family Offices
North Carolina
$1.94M +$1.39K +25 +0.1%
LC
998
LCNB Corp
Ohio
$1.93M -$48.2K -870 -2%
VCA
999
Verdence Capital Advisors
Maryland
$1.93M -$277K -4,990 -13%
PGWM
1000
Pitti Group Wealth Management
New York
$1.91M -$30.8K -555 -2%
38 39
40
41 42