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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 %
LSAG
1101
Lake Street Advisors Group
New Hampshire
$1.47M +$1.47M +26,485 New
CD
1102
Chapin Davis
Maryland
$1.46M +$1.39K +25 +0.1%
WP
1103
WealthSource Partners
California
$1.45M -$11.2M -201,665 -89%
DSC
1104
Duncker Streett & Co
Missouri
$1.44M +$277 +5 +0%
FNC
1105
First National Corp
Massachusetts
$1.44M +$169K +3,045 +13%
BF
1106
Blankinship & Foster
California
$1.44M -$118K -2,125 -8%
CIAS
1107
CBIZ Investment Advisory Services
Ohio
$1.44M +$1.44M +25,920 New
PVAMC
1108
PPS&V Asset Management Consultants
Michigan
$1.44M +$66.8K +1,205 +5%
SL
1109
SFM LLC
New Hampshire
$1.43M +$1.43M +25,710 New
CCA
1110
Cora Capital Advisors
New Jersey
$1.42M +$66.5K +1,200 +5%
RA
1111
RFG Advisory
Alabama
$1.42M -$1.28M -23,155 -47%
TW
1112
TrinityPoint Wealth
Connecticut
$1.42M +$15.8K +285 +1%
MAS
1113
Madden Advisory Services
Florida
$1.42M +$15.5K +280 +1%
KLCM
1114
KG&L Capital Management
Louisiana
$1.42M -$6.1K -110 -0.4%
FA
1115
Fiducient Advisors
Illinois
$1.41M -$170K -3,065 -11%
RMCM
1116
Reynders McVeigh Capital Management
Massachusetts
$1.4M -$125K -2,255 -8%
AAMC
1117
Asset Allocation & Management Company
Illinois
$1.4M – – –
GI
1118
GS Investments
Minnesota
$1.4M +$2.49K +45 +0.2%
KW
1119
KWB Wealth
California
$1.39M -$39.9K -720 -3%
TWM
1120
Thrive Wealth Management
Pennsylvania
$1.39M +$277 +5 +0%
CCA
1121
Clearwater Capital Advisors
Illinois
$1.38M +$59.6K +1,075 +5%
CCWM
1122
Correct Capital Wealth Management
Missouri
$1.38M +$1.38M +24,870 New
MC
1123
Moors & Cabot
Massachusetts
$1.37M +$324K +5,840 +31%
WE
1124
Wealth Effects
Massachusetts
$1.37M -$103K -1,850 -7%
OFG
1125
Oxford Financial Group
Indiana
$1.37M -$144K -2,590 -9%
43 44
45
46 47