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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 %
VFG
1126
Victory Financial Group
Texas
$1.36M +$1.36M +24,595 New
SWM
1127
Shakespeare Wealth Management
Wisconsin
$1.36M -$31K -560 -2%
CCM
1128
Colorado Capital Management
Colorado
$1.36M -$87K -1,570 -6%
TCOT
1129
Trust Company of Toledo
Ohio
$1.35M -$41.9K -755 -3%
MIM
1130
Marco Investment Management
Georgia
$1.35M +$92.3K +1,665 +7%
AC
1131
Abbrea Capital
California
$1.35M +$37.4K +675 +3%
EGWAG
1132
Elwood & Goetz Wealth Advisory Group
Georgia
$1.34M -$4.43K -80 -0.3%
LSA
1133
Lansing Street Advisors
Pennsylvania
$1.34M +$1.34M +24,185 New
PG
1134
Prostatis Group
Maryland
$1.34M +$1.34M +24,140 New
OWA
1135
Octavia Wealth Advisors
Ohio
$1.33M -$43.5K -785 -3%
DWP
1136
Daymark Wealth Partners
Ohio
$1.33M +$131K +2,360 +11%
GSIAS
1137
Garden State Investment Advisory Services
New Jersey
$1.31M +$9.98K +180 +0.8%
BCM
1138
Brookmont Capital Management
Texas
$1.31M +$280K +5,060 +27%
SS
1139
Sunbelt Securities
Texas
$1.3M +$211K +3,815 +19%
TVAMP
1140
Tennessee Valley Asset Management Partners
Tennessee
$1.3M +$696K +12,565 +115%
FAAM
1141
First Ascent Asset Management
Colorado
$1.29M +$23.8K +430 +2%
CWS
1142
Confluence Wealth Services
Pennsylvania
$1.29M +$203K +3,660 +19%
TGAM
1143
TBH Global Asset Management
Tennessee
$1.29M -$675K -12,170 -34%
WA
1144
Wealthstream Advisors
New York
$1.28M +$832 +15 +0.1%
T. Rowe Price Associates
1145
T. Rowe Price Associates
Maryland
$1.28M – – –
TIM
1146
Tortoise Investment Management
New York
$1.28M +$410K +7,400 +47%
TA
1147
TFB Advisors
Kansas
$1.27M +$1.27M +22,895 New
LNB
1148
Ledyard National Bank
$1.27M -$8.04K -145 -0.6%
LRWA
1149
Long Run Wealth Advisors
New York
$1.26M -$39.6K -715 -3%
ZF
1150
Zhang Financial
Michigan
$1.26M +$25.8K +465 +2%
44 45
46
47 48