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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 %
MBTD
1076
Mechanics Bank - Trust Department
California
$1.57M +$200K +3,600 +15%
SW
1077
StrongBox Wealth
Missouri
$1.57M +$256K +4,620 +20%
AWP
1078
Ascent Wealth Partners
New York
$1.56M +$55.4K +1,000 +4%
GWA
1079
GGM Wealth Advisors
Maryland
$1.56M -$1.23M -22,295 -44%
ANB
1080
Amarillo National Bank
Texas
$1.56M -$6.1K -110 -0.4%
FPGK
1081
Financial Partners Group (Kansas)
Kansas
$1.55M +$69.8K +1,260 +5%
RWM
1082
Rockwood Wealth Management
Pennsylvania
$1.55M +$1.25M +22,470 +408%
BAM
1083
Berkshire Asset Management
Pennsylvania
$1.55M – – –
BFG
1084
Baron Financial Group
New Jersey
$1.54M +$48.5K +875 +3%
MMHP
1085
Murphy Middleton Hinkle & Parker
Georgia
$1.54M +$2.5K +45 +0.2%
FFN
1086
Focus Financial Network
Minnesota
$1.53M -$198K -3,575 -11%
EWA
1087
ERTS Wealth Advisors
Michigan
$1.53M -$66.8K -1,205 -4%
MAWCM
1088
Mine & Arao Wealth Creation & Management
California
$1.52M +$2.77K +50 +0.2%
XF
1089
XML Financial
Maryland
$1.52M -$7.48K -135 -0.5%
TFG
1090
Taylor Financial Group
Virginia
$1.51M +$1.51M +27,180 New
TFS
1091
Thoroughbred Financial Services
Tennessee
$1.51M +$22.2K +400 +1%
ESB
1092
Essex Savings Bank
Connecticut
$1.5M -$52.9K -955 -3%
LL
1093
LWMG LLC
Minnesota
$1.5M -$115K -2,070 -7%
WCM
1094
Winthrop Capital Management
Indiana
$1.5M +$1.5M +27,085 New
EWA
1095
EverSource Wealth Advisors
Alabama
$1.5M +$66K +1,190 +5%
SIC
1096
Salem Investment Counselors
North Carolina
$1.5M -$14.1K -255 -0.9%
WA
1097
WP Advisors
California
$1.49M +$13.3K +240 +0.9%
TI
1098
Trexquant Investment
Connecticut
$1.49M +$270K +4,870 +22%
TMWM
1099
Taylor & Morgan Wealth Management
Michigan
$1.48M -$12.5K -225 -0.8%
CFG
1100
Cooper Financial Group
California
$1.47M -$395K -7,125 -21%
42 43
44
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