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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 %
TA
1251
TFG Advisers
Michigan
$960K +$17.2K +310 +2%
LA
1252
LM Advisors
California
$959K +$959K +17,300 New
TPA
1253
Trivium Point Advisory
Connecticut
$957K -$15.2K -275 -2%
WC
1254
Waterloo Capital
Texas
$956K -$1.68M -30,300 -64%
MWA
1255
Midland Wealth Advisors
Illinois
$951K +$951K +17,165 New
CAWM
1256
Capital Advisors Wealth Management
Washington
$946K -$44.3K -800 -4%
BWA
1257
Beam Wealth Advisors
Louisiana
$940K -$33.8K -610 -3%
SA
1258
Strategic Advisors
New York
$939K -$76.2K -1,375 -8%
IIM
1259
Ipswich Investment Management
Massachusetts
$934K -$202K -3,650 -18%
EBSAM
1260
Eubel Brady & Suttman Asset Management
Ohio
$925K -$11.4K -205 -1%
OSAM
1261
O'Shaughnessy Asset Management
Connecticut
$920K +$173K +3,115 +23%
HNW
1262
High Note Wealth
Minnesota
$918K – – –
NWMG
1263
National Wealth Management Group
Ohio
$914K +$109K +1,970 +14%
HBWM
1264
Hollow Brook Wealth Management
New York
$912K – – –
JBA
1265
Johnson Bixby & Associates
Washington
$911K -$124K -2,245 -12%
WMWM
1266
Whitaker-Myers Wealth Managers
Ohio
$910K -$183K -3,300 -17%
SWM
1267
SilverOak Wealth Management
Minnesota
$908K +$908K +16,380 New
TIA
1268
Traphagen Investment Advisors
New Jersey
$902K +$1.94K +35 +0.2%
MCWA
1269
Meadow Creek Wealth Advisors
Georgia
$902K +$902K +16,280 New
EAM
1270
Evanson Asset Management
California
$902K +$277 +5 +0%
CFO
1271
Collective Family Office
Pennsylvania
$896K +$7.21K +130 +0.8%
TTWM
1272
TCV Trust & Wealth Management
Virginia
$894K +$119K +2,145 +15%
ARC
1273
Advisor Resource Council
Texas
$886K +$886K +15,990 New
W
1274
WPWealth
Texas
$881K -$59.3K -1,070 -6%
GWM
1275
Greenwich Wealth Management
Connecticut
$877K +$20.8K +375 +2%
49 50
51
52 53