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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 %
IDA
1426
Intelligence Driven Advisers
California
$642K -$17.7K -325 -3%
FNBSF
1427
First National Bank Sioux Falls
South Dakota
$642K – – –
OPWM
1428
Oakwell Private Wealth Management
Texas
$642K +$2.49K +45 +0.4%
BFA
1429
Bill Few Associates
Pennsylvania
$641K +$213K +3,850 +50%
CIS
1430
Connors Investor Services
Pennsylvania
$639K -$3.33K -60 -0.5%
SEEDPG
1431
S.E.E.D. Planning Group
New York
$638K -$131K -2,365 -17%
IRAG
1432
Investment Research & Advisory Group
Georgia
$638K +$17.7K +320 +3%
APW
1433
Austin Private Wealth
Texas
$631K -$4.55M -82,165 -88%
KWS
1434
Keystone Wealth Services
California
$630K -$451K -8,130 -42%
RJTCONH
1435
Raymond James Trust Company of New Hampshire
New Hampshire
$628K +$344K +6,215 +122%
MCM
1436
McRae Capital Management
New Jersey
$624K +$11.4K +205 +2%
PMFA
1437
Plante Moran Financial Advisors
Michigan
$624K +$134K +2,425 +27%
BOPW
1438
Brandywine Oak Private Wealth
Pennsylvania
$624K – – –
MSA
1439
Marathon Strategic Advisors
Pennsylvania
$624K +$624K +11,255 New
TSWM
1440
Tyler-Stone Wealth Management
Ohio
$620K +$16.1K +290 +3%
OAM
1441
Oak Asset Management
California
$616K -$5.54K -100 -0.9%
OMC
1442
Old Mission Capital
Illinois
$616K +$616K +11,110 New
FPWM
1443
FSB Premier Wealth Management
Iowa
$615K -$28.5K -515 -4%
RWM
1444
Ritholtz Wealth Management
New York
$615K +$67.3K +1,215 +12%
SAM
1445
Summit Asset Management
Tennessee
$614K – – –
PWA
1446
Peterson Wealth Advisors
Utah
$614K -$13.3K -240 -2%
HFA
1447
High Falls Advisors
New York
$613K -$3.09M -55,705 -83%
AMM
1448
American Money Management
California
$612K +$2.5K +45 +0.4%
CPSC
1449
Carl P. Sherr & Co
Massachusetts
$610K -$11.1K -200 -2%
KFI
1450
Key Financial Inc
Pennsylvania
$610K – – –
56 57
58
59 60