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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
$3.83B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$480M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.19B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.34B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.08B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$715M
3
HNB
Huntington National Bank
Ohio
$197M
4
Osaic Holdings
Osaic Holdings
Arizona
$169M
5
HI
Horizon Investments
North Carolina
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
First Horizon Advisors
Tennessee
$53.9M -$1.63M -29,430 -3%
AT
127
American Trust
Kentucky
$53.6M -$1.45M -26,185 -3%
RWM
128
RKL Wealth Management
Pennsylvania
$53.3M +$3.53M +63,735 +7%
JFA
129
JNBA Financial Advisors
Minnesota
$53.2M +$1.53M +27,590 +3%
CAL
130
Capital Analysts LLC
Pennsylvania
$52.9M -$4.21M -75,945 -7%
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.9M -$758K -13,670 -1%
AF
132
Arrow Financial
New York
$52.4M +$442K +7,965 +0.8%
WI
133
Wintrust Investments
Illinois
$51.5M +$351K +6,325 +0.7%
BSB
134
Bangor Savings Bank
Maine
$51.3M +$1.53M +27,535 +3%
BP
135
Ballentine Partners
Massachusetts
$50.4M +$36.6K +660 +0.1%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$50.1M -$606K -10,940 -1%
PAG
137
Private Advisor Group
New Jersey
$49.7M +$289K +5,220 +0.6%
MWM
138
Modera Wealth Management
New Jersey
$48.9M -$884K -15,955 -2%
AWA
139
Alaska Wealth Advisors
Alaska
$48.8M -$8.99M -162,210 -16%
CPIG
140
Chicago Partners Investment Group
Illinois
$48.5M +$488K +8,915 +1%
CA
141
Cetera Advisors
Colorado
$48.1M -$4.27M -77,015 -8%
IWC
142
Integrated Wealth Concepts
Massachusetts
$47.5M -$5.33M -96,215 -10%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$46.8M -$171K -3,085 -0.4%
Rafferty Asset Management
144
Rafferty Asset Management
New York
$46.1M +$10.4M +186,980 +29%
PP
145
PDS Planning
Ohio
$45.6M +$1.64M +29,580 +4%
GW
146
GW & Wade
Massachusetts
$44.9M -$810K -14,615 -2%
WPA
147
West Paces Advisors
Georgia
$44.3M +$14.4K +260 +0%
JSW
148
Journey Strategic Wealth
New Jersey
$44M -$11.4M -205,870 -21%
HFS
149
HBC Financial Services
Washington
$43.7M +$858K +15,480 +2%
CFG
150
CKW Financial Group
Hawaii
$43.4M -$185K -3,335 -0.4%
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