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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 %
SFM
1726
Signet Financial Management
New Jersey
$344K +$59.3K +1,070 +21%
B
1727
Birchbrook
Maine
$344K +$344K +6,205 New
GWA
1728
Gratus Wealth Advisors
Virginia
$344K +$344K +6,205 New
DI
1729
DFPG Investments
Utah
$344K +$84.8K +1,570 +33%
FM
1730
Foster & Motley
Ohio
$343K +$11.6K +210 +4%
LWCFA
1731
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$343K -$204K -3,750 -37%
FB
1732
First Bancorp
Maine
$342K -$3.88K -70 -1%
PCS
1733
Personal CFO Solutions
New Jersey
$342K – – –
FF
1734
Fox Financial
Pennsylvania
$341K +$341K +6,155 New
AL
1735
ADE LLC
Maryland
$341K – – –
TAM
1736
Tucker Asset Management
Colorado
$341K – – –
STA
1737
Summit Trail Advisors
New York
$340K +$76.5K +1,380 +29%
WWM
1738
Waterway Wealth Management
Texas
$339K +$339K +6,105 New
AR
1739
Apeiron RIA
Texas
$338K -$1.03M -18,525 -75%
TF
1740
Trek Financial
Arizona
$338K -$1.75M -31,515 -84%
AGC
1741
Aspen Grove Capital
Colorado
$338K – – –
VP
1742
Verum Partners
North Carolina
$337K -$162K -2,915 -32%
IWP
1743
IAG Wealth Partners
Wisconsin
$337K +$11.6K +210 +4%
SWM
1744
Sugarloaf Wealth Management
Georgia
$337K -$1.94K -35 -0.6%
MCCA
1745
Mill Creek Capital Advisors
Pennsylvania
$336K – – –
WF
1746
Warner Financial
Maryland
$336K +$336K +6,055 New
GWM
1747
Gray Wealth Management
Maine
$334K +$277 +5 +0.1%
LOPW
1748
Live Oak Private Wealth
North Carolina
$334K +$2.49K +45 +0.8%
MAG
1749
M3 Advisory Group
Massachusetts
$334K +$334K +6,020 New
CA
1750
CapWealth Advisors
Tennessee
$333K – – –
68 69
70
71 72