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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 %
CANC
1301
Culbertson A N & Co
Virginia
$834K +$85.1K +1,535 +11%
CCA
1302
Checchi Capital Advisers
California
$833K – – –
GWM
1303
GDS Wealth Management
Texas
$830K -$30.8K -555 -4%
HCM
1304
Howland Capital Management
Massachusetts
$830K -$3.88K -70 -0.5%
BC
1305
Bowman & Company
Wisconsin
$827K – – –
TPW
1306
TL Private Wealth
Texas
$825K +$1.11K +20 +0.1%
AFG
1307
ABLE Financial Group
Arizona
$823K -$12.5K -225 -1%
SHJ
1308
Sharkey, Howes & Javer
Colorado
$820K -$2.7M -48,705 -77%
ACM
1309
Andina Capital Management
Utah
$818K +$818K +14,765 New
SWA
1310
Strategies Wealth Advisors
Michigan
$814K +$16.1K +290 +2%
PJWM
1311
Philip James Wealth Mangement
Georgia
$814K +$814K +14,685 New
CWM
1312
Capital Wealth Management
Rhode Island
$813K – – –
KSWA
1313
Kathleen S. Wright Associates
Pennsylvania
$811K -$74.8K -1,350 -8%
PWMG
1314
Private Wealth Management Group
New Jersey
$811K +$811K +14,635 New
SC
1315
Scotia Capital
Ontario, Canada
$810K -$40.7K -735 -5%
DSA
1316
Droms Strauss Advisors
Missouri
$805K +$831 +15 +0.1%
USCWA
1317
U.S. Capital Wealth Advisors
Texas
$804K +$58.2K +1,050 +8%
CCA
1318
Conservest Capital Advisors
Pennsylvania
$804K +$3.33K +60 +0.4%
CCG
1319
Chatham Capital Group
Georgia
$803K -$423K -7,625 -34%
AWA
1320
Archvest Wealth Advisors
California
$803K -$377K -6,795 -32%
FA
1321
FF Advisors
California
$803K +$803K +14,485 New
VAS
1322
Vestmark Advisory Solutions
Massachusetts
$802K +$492K +8,870 +159%
TNB
1323
Thomasville National Bank
Georgia
$800K -$11.6K -210 -1%
TPI
1324
Trust Point Inc
Wisconsin
$798K +$798K +14,395 New
ERWM
1325
Elk River Wealth Management
Colorado
$796K +$224K +4,035 +39%
51 52
53
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