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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 %
MCM
1476
Mitchell Capital Management
Kansas
$580K +$9.7K +175 +2%
NIWA
1477
New Insight Wealth Advisors
California
$579K +$579K +10,450 New
WP
1478
Westmount Partners
California
$578K +$4.16K +75 +0.7%
HWA
1479
HHM Wealth Advisors
Tennessee
$578K – – –
HWM
1480
Howard Wealth Management
Connecticut
$575K -$2.22K -40 -0.4%
RIA
1481
Realta Investment Advisors
Delaware
$574K -$43.8K -790 -7%
ACP
1482
Aviance Capital Partners
Florida
$573K – – –
MPW
1483
Melone Private Wealth
Michigan
$572K -$183K -3,295 -24%
TB
1484
Terril Brothers
Missouri
$569K – – –
RWRC
1485
R.W. Roge & Company
New York
$567K -$11.1K -200 -2%
MWM
1486
Maltin Wealth Management
New Jersey
$566K -$23.3K -420 -4%
SIA
1487
Schechter Investment Advisors
Michigan
$566K +$11.1K +200 +2%
SWM
1488
Selective Wealth Management
Virginia
$564K -$156K -2,900 -22%
FFW
1489
Fusion Family Wealth
New York
$563K -$52.4K -945 -9%
RBC
1490
Romano Brothers & Co
Illinois
$560K -$41.6K -750 -7%
ClearBridge Investments
1491
ClearBridge Investments
New York
$557K -$42.7K -770 -7%
AFP
1492
Ausdal Financial Partners
Iowa
$556K -$73.7K -1,330 -12%
CWP
1493
CFM Wealth Partners
Texas
$555K – – –
NB
1494
Nicolet Bankshares
Wisconsin
$553K +$240K +4,335 +77%
EDRH
1495
Edmond de Rothschild Holding
Switzerland
$553K +$54K +975 +11%
RFS
1496
Richardson Financial Services
Massachusetts
$553K +$553K +9,970 New
SAW
1497
Signal Advisors Wealth
Michigan
$550K +$550K +9,915 New
MWA
1498
Motive Wealth Advisors
Michigan
$550K – – –
First Manhattan
1499
First Manhattan
New York
$547K +$98.4K +1,770 +22%
AWM
1500
Aprio Wealth Management
Georgia
$546K +$277 +5 +0.1%
58 59
60
61 62