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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 %
GFG
1601
Greystone Financial Group
Michigan
$451K +$117K +2,105 +35%
SFO
1602
Stokes Family Office
Louisiana
$451K -$296K -5,335 -40%
FPB
1603
First PREMIER Bank
South Dakota
$449K – – –
SPI
1604
Sutton Place Investors
New York
$448K -$51K -920 -10%
FSA
1605
Fort Sheridan Advisors
Illinois
$446K +$4.43K +80 +1%
SCP
1606
Stevens Capital Partners
Nebraska
$446K +$18.3K +330 +4%
HWM
1607
Hemington Wealth Management
Virginia
$445K -$13.3K -240 -3%
FDCDDQ
1608
Federation des caisses Desjardins du Quebec
Quebec, Canada
$445K -$274K -4,940 -38%
BG
1609
Benedetti & Gucer
Georgia
$444K +$21.1K +380 +5%
AAM
1610
Augustine Asset Management
Florida
$444K -$55.4K -1,000 -11%
FC
1611
Financial Consulate
Maryland
$444K -$96.4K -1,740 -18%
SMA
1612
Seven Mile Advisory
New Jersey
$444K -$97.6K -1,760 -18%
HFS
1613
Haverford Financial Services
Pennsylvania
$443K – – –
FA
1614
Fountainhead AM
New Jersey
$443K -$60.1K -1,085 -12%
MCA
1615
Martin Capital Advisors
Texas
$442K – – –
EHC
1616
Everett Harris & Co
California
$441K -$22.2K -400 -5%
PCG
1617
Prosperity Consulting Group
Maryland
$441K +$9.7K +175 +2%
MSWMA
1618
Market Street Wealth Management Advisors
Indiana
$440K -$4.75M -85,615 -92%
BST
1619
Bath Savings Trust
Maine
$440K -$74.3K -1,340 -14%
GSIS
1620
Global Strategic Investment Solutions
Arizona
$440K -$244K -4,395 -36%
JHCP
1621
Jackson Hole Capital Partners
Oklahoma
$437K -$34.1K -615 -7%
NCM
1622
NCM Capital Management
New Jersey
$434K – – –
OWMIAS
1623
One Wealth Management Investment & Advisory Services
Florida
$433K +$433K +7,820 New
KWM
1624
Keebeck Wealth Management
Illinois
$433K -$1.67M -30,075 -79%
4WM
1625
4J Wealth Management
Virginia
$433K +$5.82K +105 +1%
63 64
65
66 67