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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 %
AP
1701
Atwood & Palmer
Missouri
$369K +$78.2K +1,410 +27%
NPT
1702
Nixon Peabody Trust
Massachusetts
$367K +$367K +6,625 New
VAF
1703
Values Added Financial
District of Columbia
$364K +$364K +6,575 New
HT
1704
Heritage Trust
Oklahoma
$363K -$16.4K -295 -4%
LSA
1705
Lion Street Advisors
Texas
$363K -$34.1K -615 -9%
BBA
1706
Braun-Bostich & Associates
Pennsylvania
$362K +$362K +6,535 New
TWP
1707
Tempus Wealth Planning
California
$362K +$362K +6,535 New
PCA
1708
Prosperity Capital Advisors
Ohio
$361K -$1.14M -20,625 -76%
ERIM
1709
Eagle Ridge Investment Management
Connecticut
$360K -$1.66K -30 -0.5%
GA
1710
GSG Advisors
New Jersey
$357K +$357K +6,620 New
SVCP
1711
Silicon Valley Capital Partners
California
$357K +$3.33K +60 +0.9%
JSL
1712
JT Stratford LLC
Georgia
$357K -$86.4K -1,560 -19%
MTC
1713
McDaniel Terry & Co
Texas
$357K – – –
DFG
1714
Delta Financial Group
New Jersey
$354K +$5.55K +100 +2%
BCP
1715
Berkeley Capital Partners
Georgia
$353K +$2.22K +40 +0.6%
ZCM
1716
Ziegler Capital Management
Illinois
$353K – – –
KC
1717
Kingfisher Capital
North Carolina
$352K +$3.05K +55 +0.9%
GWMR
1718
GC Wealth Management RIA
Massachusetts
$352K +$352K +6,350 New
JC
1719
JB Capital
Connecticut
$352K -$11.9M -215,340 -97%
BFG
1720
Berger Financial Group
Minnesota
$350K – – –
CWS
1721
Cypress Wealth Services
California
$349K -$1.77M -31,915 -84%
JPMIA
1722
J.P. Marvel Investment Advisors
Massachusetts
$349K – – –
AO
1723
Advisor OS
Illinois
$347K +$347K +6,260 New
AWM
1724
Abound Wealth Management
Tennessee
$347K -$15.8K -285 -4%
AA
1725
Ashford Advisors
New York
$346K – – –
67 68
69
70 71