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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 %
FNBTCON
1826
First National Bank & Trust Co of Newtown
Pennsylvania
$284K -$277 -5 -0.1%
CCM
1827
Chilton Capital Management
Texas
$284K +$56.5K +1,020 +25%
CDH
1828
Charles D. Hyman
$282K – – –
HBT
1829
Hills Bank & Trust
Iowa
$281K -$150K -2,700 -35%
AA
1830
Aufman Associates
Pennsylvania
$280K – – –
MPW
1831
Monterey Private Wealth
California
$278K +$277 +5 +0.1%
JJBC
1832
James J. Burns & Company
New York
$278K +$278 +5 +0.1%
BFA
1833
Bluestem Financial Advisors
Illinois
$278K – – –
NCM
1834
Noesis Capital Mangement
Florida
$278K -$17.7K -320 -6%
BAM
1835
Bosun Asset Management
Illinois
$277K – – –
HWMA
1836
Heritage Wealth Management (Arizona)
Arizona
$277K +$277K +5,000 New
CG
1837
Cutler Group
California
$277K +$277K +5,000 New
SP
1838
Successful Portfolios
Florida
$277K +$277K +4,995 New
WIP
1839
WealthCare Investment Partners
Rhode Island
$276K -$20.5K -375 -7%
HAIM
1840
Hunter Associates Investment Management
Pennsylvania
$276K -$8.31K -150 -3%
TW
1841
Transform Wealth
Colorado
$275K +$11.9K +215 +5%
AI
1842
Auour Investments
Massachusetts
$275K – – –
WG
1843
Welch Group
Alabama
$275K -$19.4K -350 -7%
GA
1844
Greenspring Advisors
Maryland
$275K – – –
B
1845
Bellecapital
Switzerland
$273K – – –
CWA
1846
Consilium Wealth Advisory
Texas
$272K -$241K -4,350 -47%
IA
1847
Inspire Advisors
Idaho
$270K -$71.8K -1,295 -21%
MWM
1848
Modern Wealth Management
Kansas
$270K +$270K +4,875 New
CRI
1849
Colonial River Investments
Virginia
$269K -$13.9K -250 -5%
ACM
1850
AlphaStar Capital Management
North Carolina
$268K -$51K -920 -16%
72 73
74
75 76