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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 %
IAA
1151
Independent Advisor Alliance
North Carolina
$1.26M -$41.6K -750 -3%
NS
1152
NBC Securities
Alabama
$1.26M -$53.2K -960 -4%
FFA
1153
Fortune Financial Advisors
Kansas
$1.25M -$121K -2,180 -9%
IPW
1154
Invictus Private Wealth
Colorado
$1.25M +$34.9K +630 +3%
PFG
1155
Pinnacle Financial Group
Illinois
$1.25M – – –
WWP
1156
Walden Wealth Partners
Ohio
$1.25M +$1.25M +22,490 New
WP
1157
WealthPLAN Partners
Nebraska
$1.24M -$304K -5,480 -20%
S
1158
Sachetta
Massachusetts
$1.24M +$1.24M +22,415 New
SC
1159
Sapient Capital
Indiana
$1.24M +$1.24M +22,390 New
GWP
1160
Gateway Wealth Partners
Wisconsin
$1.24M -$117K -2,110 -9%
1WM
1161
1900 Wealth Management
Texas
$1.24M -$102K -1,835 -8%
CIS
1162
Continental Investors Services
Washington
$1.23M -$66.8K -1,205 -5%
BLC
1163
Brown, Lisle/Cummings
Rhode Island
$1.23M +$24.1K +435 +2%
MSS
1164
Mitchell Sinkler & Starr
Pennsylvania
$1.22M +$1.22M +22,065 New
VF
1165
Vawter Financial
Ohio
$1.22M +$246K +4,435 +25%
SCM
1166
Sage Capital Management
New Jersey
$1.22M +$1.22M +22,005 New
CFG
1167
Cosner Financial Group
Colorado
$1.22M +$272K +4,910 +29%
LC
1168
Lincoln Capital
Nebraska
$1.22M -$3.6K -65 -0.3%
TCM
1169
Tufton Capital Management
Maryland
$1.21M +$7.76K +140 +0.6%
DIA
1170
Dana Investment Advisors
Wisconsin
$1.21M +$327K +5,895 +37%
OC
1171
Oarsman Capital
Wisconsin
$1.21M +$228K +4,115 +23%
SIA
1172
SeaBridge Investment Advisors
New Jersey
$1.21M – – –
H
1173
HoyleCohen
California
$1.21M -$419K -7,550 -26%
WMP
1174
Wealth Management Partners
Arizona
$1.21M -$16.4K -295 -1%
CWM
1175
Calamos Wealth Management
Illinois
$1.2M +$307K +5,545 +34%
45 46
47
48 49