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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 %
FHC
1276
First Heartland Consultants
Missouri
$876K +$3.6K +65 +0.4%
EWM
1277
Empirical Wealth Management
Washington
$876K -$37.7K -680 -4%
CBFP
1278
Cedar Brook Financial Partners
Ohio
$875K -$47.6K -875 -5%
AIP
1279
Almanack Investment Partners
Pennsylvania
$874K -$170K -3,065 -16%
TCA
1280
Transcend Capital Advisors
New Jersey
$873K -$512K -9,240 -37%
NSIM
1281
North Star Investment Management
Illinois
$873K +$3.05K +55 +0.4%
JAFL
1282
Jay A. Fishman Ltd
Michigan
$873K -$14.7K -265 -2%
M
1283
MOTCO
Texas
$872K -$52.4K -945 -6%
SWA
1284
Strata Wealth Advisors
Texas
$866K +$10.8K +195 +1%
SAM
1285
Seelaus Asset Management
New Jersey
$862K +$277 +5 +0%
ICP
1286
Interchange Capital Partners
Pennsylvania
$862K -$347K -6,255 -29%
LA
1287
Latitude Advisors
Florida
$853K +$24.4K +440 +3%
FPCG
1288
Fort Pitt Capital Group
Pennsylvania
$853K +$250K +4,505 +41%
HWA
1289
Hilltop Wealth Advisors
North Carolina
$852K -$831 -15 -0.1%
WSWA
1290
Warren Street Wealth Advisors
California
$852K -$8.04K -145 -0.9%
AAG
1291
Armstrong Advisory Group
Massachusetts
$851K -$51.6K -930 -6%
IAS
1292
Insigneo Advisory Services
Florida
$848K +$501K +9,035 +144%
JWWM
1293
Johnson & White Wealth Management
Pennsylvania
$845K +$65.7K +1,185 +8%
SFA
1294
Source Financial Advisors
New York
$844K +$23K +415 +3%
WTA
1295
Washington Trust Advisors
Massachusetts
$842K +$562K +10,145 +201%
WFA
1296
Wells Financial Advisors
Massachusetts
$838K +$55.4K +1,000 +7%
IFO
1297
Independent Family Office
New York
$838K – – –
NCM
1298
Narwhal Capital Management
Georgia
$836K +$72.3K +1,305 +9%
CCA
1299
Cobblestone Capital Advisors
New York
$835K -$47.9K -865 -5%
CWA
1300
Consilio Wealth Advisors
Washington
$835K +$6.38K +115 +0.8%
50 51
52
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