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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 %
JWCA
1451
J.W. Coons Advisors
Ohio
$609K +$831 +15 +0.1%
SWM
1452
SeaCrest Wealth Management
New York
$606K -$64.6K -1,195 -10%
WAM
1453
Weatherly Asset Management
California
$604K – – –
RWA
1454
Redhawk Wealth Advisors
Minnesota
$604K +$604K +10,890 New
CCA
1455
Clarity Capital Advisors
Florida
$603K +$603K +10,880 New
FNWM
1456
Financial Network Wealth Management
Utah
$603K -$697K -12,585 -54%
OPWM
1457
Oxinas Partners Wealth Management
Indiana
$601K -$36.6K -660 -6%
WPC
1458
Waters Parkerson & Co
Louisiana
$600K +$6.65K +120 +1%
PS
1459
Planned Solutions
California
$600K +$3.88K +70 +0.7%
JLBC
1460
J.L. Bainbridge & Co
Florida
$599K – – –
PAG
1461
Paladin Advisory Group
Iowa
$598K -$2.09M -37,760 -78%
OCG
1462
Opus Capital Group
Ohio
$598K -$12.5K -225 -2%
KWA
1463
Kingswood Wealth Advisors
California
$596K +$182K +3,285 +44%
ZIG
1464
Zullo Investment Group
Pennsylvania
$594K +$11.9K +215 +2%
BIP
1465
Blueprint Investment Partners
North Carolina
$594K +$33.3K +600 +6%
MWM
1466
Merriman Wealth Management
Washington
$592K -$16.1K -290 -3%
RG
1467
Retirement Group
California
$592K – – –
CAM
1468
Carret Asset Management
New York
$591K +$36K +650 +6%
BOSSRA
1469
B.O.S.S. Retirement Advisors
Utah
$591K -$39.6K -715 -6%
WF
1470
Williams Financial
Vermont
$590K +$2.77K +50 +0.5%
FFP
1471
FourThought Financial Partners
Florida
$587K +$51K +920 +10%
SCA
1472
STALEY CAPITAL ADVISERS
Pennsylvania
$586K -$4.43K -80 -0.8%
FPCP
1473
Fort Point Capital Partners
California
$584K +$218K +3,940 +60%
GIA
1474
Guyasuta Investment Advisors
Pennsylvania
$584K -$22.2K -400 -4%
ITIM
1475
Indiana Trust & Investment Management
Indiana
$581K – – –
57 58
59
60 61