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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 %
ST
1376
Somerset Trust
Pennsylvania
$706K – – –
HPM
1377
Hoxton Planning & Management
West Virginia
$704K -$322K -5,805 -31%
SSWM
1378
Smith Salley Wealth Management
North Carolina
$703K -$57.6K -1,040 -8%
CMP
1379
Courage Miller Partners
Virginia
$701K -$113K -2,045 -14%
GAM
1380
Gemmer Asset Management
California
$700K -$7.76K -140 -1%
WDG
1381
Wealth Dimensions Group
Ohio
$696K -$27.2K -490 -4%
SHA
1382
Seneca House Advisors
Virginia
$694K +$35.2K +635 +5%
PP
1383
Patten & Patten
Tennessee
$692K -$29.7K -535 -4%
AWA
1384
Arkadios Wealth Advisors
Georgia
$691K +$32.7K +590 +5%
SCA
1385
Sage Capital Advisors
South Dakota
$690K +$5.82K +105 +0.9%
HWM
1386
Horizons Wealth Management
North Carolina
$686K +$27.2K +490 +4%
CCWM
1387
Cassaday & Co Wealth Management
Virginia
$685K -$74K -1,335 -10%
AF
1388
Alerus Financial
North Dakota
$685K – – –
CT
1389
Columbia Trust
Oregon
$684K -$3.05K -55 -0.4%
IIC
1390
Ironwood Investment Counsel
Arizona
$683K +$683K +12,315 New
TCB
1391
Texas Capital Bancshares
Texas
$682K +$682K +12,310 New
NG
1392
NWK Group
California
$681K +$46.6K +840 +7%
ACA
1393
Aptus Capital Advisors
Alabama
$680K +$554 +10 +0.1%
Invesco
1394
Invesco
Georgia
$678K -$5.54K -100 -0.8%
ATC
1395
Adirondack Trust Company
New York
$677K +$534K +46,350 +375%
PCM
1396
Palisade Capital Management
New Jersey
$676K +$54.3K +980 +9%
PL
1397
Plancorp LLC
Missouri
$674K – – –
MSFS
1398
Main Street Financial Solutions
Pennsylvania
$673K +$831 +15 +0.1%
Luther King Capital Management (LKCM)
1399
Luther King Capital Management (LKCM)
Texas
$673K -$288K – –
ZIC
1400
ZWJ Investment Counsel
Georgia
$671K +$327K +5,905 +95%
54 55
56
57 58