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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 %
AA
151
ALPS Advisors
Colorado
$42.8M +$1.29M +23,225 +3%
PRA
152
Pine Ridge Advisers
New York
$42.1M +$6.88M +124,075 +20%
FBFS
153
First Business Financial Services
Wisconsin
$42.1M +$446K +8,040 +1%
VOYA Investment Management
154
VOYA Investment Management
Georgia
$41.8M +$3.66M +66,035 +10%
Manulife (Manufacturers Life Insurance)
155
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.3M +$76.5K +1,380 +0.2%
BOS
156
Bank of Stockton
California
$41M -$2.3M -42,010 -5%
FMWA
157
Forvis Mazars Wealth Advisors
Missouri
$40.8M -$1.57M -28,345 -4%
DIP
158
DT Investment Partners
Pennsylvania
$40.2M +$9.39M +169,220 +30%
AWM
159
Axxcess Wealth Management
California
$39.7M +$4.98M +89,785 +14%
JWA
160
JFS Wealth Advisors
Pennsylvania
$39.6M +$344K +6,205 +0.9%
Fiera Capital (Canada)
161
Fiera Capital (Canada)
Quebec, Canada
$39.4M +$1.5M +27,060 +4%
CA
162
Clearstead Advisors
Ohio
$39.4M -$32.4M -585,145 -45%
JAG
163
Journey Advisory Group
Kentucky
$39.3M +$3.87M +69,760 +11%
T
164
TrueFG
Texas
$39.2M -$1.66M -29,955 -4%
EWM
165
Evermay Wealth Management
Virginia
$39M -$887K -16,010 -2%
SPP
166
Single Point Partners
Massachusetts
$38.9M -$1.5M -27,075 -4%
MW
167
MBL Wealth
North Carolina
$38.7M -$197K -3,550 -0.5%
QCG
168
Quadrant Capital Group
Ohio
$38.4M +$371K +6,685 +1%
RIS
169
Retirement Income Solutions
Michigan
$37.9M +$1.63M +29,475 +5%
IAN
170
Integrated Advisors Network
Texas
$37.4M -$257K -4,640 -0.7%
PGA
171
Portland Global Advisors
Maine
$37.4M +$1.37M +24,725 +4%
AWE
172
Avidian Wealth Enterprises
Texas
$37.3M +$3.75M +67,610 +11%
AF
173
Allworth Financial
California
$37.3M +$6.67M +120,260 +22%
MFG
174
Magnus Financial Group
New York
$37.1M +$785K +14,170 +2%
Lazard Asset Management
175
Lazard Asset Management
New York
$37M -$302K -5,450 -0.8%
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