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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 %
EA
1676
Eudaimonia Advisors
Tennessee
$387K +$2.77K +50 +0.7%
PI
1677
PFG Investments
New York
$387K -$13K -235 -3%
AWA
1678
Alta Wealth Advisors
Massachusetts
$385K -$68.2K -1,230 -15%
SAM
1679
SP Asset Management
California
$385K -$148K -2,665 -28%
LAM
1680
Lewis Asset Management
California
$384K +$384K +6,925 New
GWM
1681
Greenhouse Wealth Management
Connecticut
$383K +$3.05K +55 +0.8%
Barclays
1682
Barclays
United Kingdom
$383K -$58.1M -1,048,670 -99%
AGM
1683
Alpine Global Management
New York
$381K +$381K +6,880 New
CCFM
1684
Clear Creek Financial Management
Washington
$381K +$51.7K +940 +16%
CA
1685
CGN Advisors
Kansas
$381K +$22.2K +400 +6%
PAA
1686
Peregrine Asset Advisers
Oregon
$380K – – –
HFS
1687
Heritage Financial Services
Massachusetts
$380K +$126K +2,270 +50%
OA
1688
Operose Advisors
Wisconsin
$379K +$106K +1,905 +39%
NAS
1689
Nicolet Advisory Services
Wisconsin
$377K -$20.3K -375 -5%
VCAM
1690
Van Cleef Asset Management
Ohio
$376K – – –
NFA
1691
Northwest Financial Advisors
Virginia
$375K +$375K +6,760 New
OIA
1692
Optimum Investment Advisors
Illinois
$375K -$2.49K -45 -0.7%
TLFA
1693
True Link Financial Advisors
California
$374K -$371K -6,685 -50%
Tudor Investment Corp
1694
Tudor Investment Corp
Connecticut
$374K +$374K +6,745 New
FGG
1695
Financial Guidance Group
Florida
$374K – – –
CFAM
1696
Center For Asset Management
Florida
$373K -$9.98K -180 -3%
WFAG
1697
Worth Financial Advisory Group
North Carolina
$371K -$5.82K -105 -2%
CPIA
1698
Cornell Pochily Investment Advisors
New York
$370K +$57.1K +1,030 +18%
SF
1699
Safeguard Financial
Wisconsin
$370K +$109K +1,965 +42%
MPW
1700
MGO Private Wealth
California
$370K -$21.9K -395 -6%
66 67
68
69 70