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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 %
HGERS
1751
Householder Group Estate & Retirement Specialist
Arizona
$333K -$96.3K -1,740 -22%
PGAM
1752
Princeton Global Asset Management
New Jersey
$333K – – –
Toronto Dominion Bank
1753
Toronto Dominion Bank
Ontario, Canada
$332K – – –
PSA
1754
Plum Street Advisors
Louisiana
$332K +$332K +5,990 New
LIA
1755
LS Investment Advisors
Michigan
$332K -$10.8K -195 -3%
GC
1756
Garde Capital
Washington
$331K – – –
BO
1757
Bank OZK
Arkansas
$331K – – –
FA
1758
Faithward Advisors
Pennsylvania
$331K +$1.09K +20 +0.3%
EA
1759
Ellsworth Advisors
Ohio
$330K +$554 +10 +0.2%
ADL
1760
Asset Dedication LLC
California
$330K -$11.9K -215 -3%
AA
1761
Auxano Advisors
Washington
$330K +$3.05K +55 +0.9%
WAL
1762
W Advisors LLC
Tennessee
$330K -$231K -4,160 -41%
BAM
1763
BOS Asset Management
Illinois
$329K -$4.71K -85 -1%
SCTC
1764
Sanibel Captiva Trust Company
Florida
$328K +$328K +5,925 New
HWM
1765
Hohimer Wealth Management
Washington
$328K – – –
JC
1766
Jentner Corp
Ohio
$327K – – –
PCM
1767
Princeton Capital Management
New Jersey
$326K – – –
FWI
1768
Facet Wealth Inc
Maryland
$323K -$7.68K -140 -2%
GWM
1769
Graybill Wealth Management
Illinois
$323K +$27.4K +495 +9%
VCM
1770
Vivaldi Capital Management
Illinois
$323K -$10.8K -195 -3%
RW
1771
RVW Wealth
California
$322K -$5.27K -95 -2%
TSS
1772
Two Sigma Securities
New York
$321K +$321K +5,790 New
RFG
1773
REAP Financial Group
Texas
$321K +$321K +5,785 New
RIM
1774
Redwood Investment Management
Arizona
$320K +$38.6K +695 +14%
ACM
1775
Advance Capital Management
Michigan
$320K +$2.77K +50 +0.9%
69 70
71
72 73