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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 %
AWM
1776
Avaii Wealth Management
Wisconsin
$319K -$19.7K -355 -6%
AWM
1777
Aspire Wealth Management
Massachusetts
$319K -$1.39K -25 -0.4%
AWAG
1778
ARS Wealth Advisors Group
Florida
$319K +$2.22K +40 +0.7%
FAM
1779
Family Asset Management
South Carolina
$318K -$5.27K -95 -2%
BSA
1780
Bull Street Advisors
Georgia
$318K – – –
AWM
1781
Aberdeen Wealth Management
Illinois
$317K – – –
DJSG
1782
D.J. St. Germain
Massachusetts
$317K +$121K +2,185 +62%
PD
1783
Planning Directions
Pennsylvania
$317K -$32.4K -585 -9%
GI
1784
GAMMA Investing
California
$317K +$317K +5,820 New
GCA
1785
Gradient Capital Advisors
California
$317K – – –
BF
1786
Brogan Financial
Tennessee
$316K +$316K +5,690 New
WWP
1787
WR Wealth Planners
Missouri
$313K -$39.4K -710 -11%
PWM
1788
Prosperity Wealth Management
California
$313K +$313K +5,640 New
OWM
1789
Orgel Wealth Management
Wisconsin
$312K +$44.1K +795 +16%
HAM
1790
Harmony Asset Management
Arizona
$312K +$312K +5,635 New
GSC
1791
Grey Street Capital
Illinois
$312K – – –
CF
1792
Convergence Financial
Missouri
$311K -$7.76K -140 -2%
TBNY
1793
Trustco Bank (New York)
New York
$311K – – –
MWM
1794
McNaughton Wealth Management
California
$310K – – –
FFO
1795
Fiduciary Family Office
Florida
$308K +$308K +5,565 New
GHAM
1796
Gilman Hill Asset Management
Connecticut
$308K +$308K +5,565 New
OWM
1797
OneAscent Wealth Management
Alabama
$308K +$308K +5,550 New
BTW
1798
Boston Trust Walden
Massachusetts
$304K – – –
ARA
1799
Alexander Randolph Advisory
Virginia
$303K +$303K +5,475 New
SAM
1800
Strategy Asset Managers
California
$302K +$554 +10 +0.2%
70 71
72
73 74