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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 %
NIM
1876
Northeast Investment Management
Massachusetts
$254K -$49.6K -895 -16%
SL
1877
Sentry LLC
Tennessee
$254K – – –
AOWM
1878
Alpha Omega Wealth Management
Virginia
$253K -$831 -15 -0.3%
DWM
1879
Denver Wealth Management
Colorado
$253K +$2.22K +40 +0.9%
GIP
1880
Granite Investment Partners
California
$252K – – –
MHWM
1881
Montz Harcus Wealth Management
Louisiana
$252K +$1.94K +35 +0.8%
C1AG
1882
Client 1st Advisory Group
Florida
$252K +$252K +4,540 New
SWM
1883
Seed Wealth Management
Illinois
$251K – – –
BMC
1884
Beaton Management Company
Massachusetts
$251K -$13.9K -250 -5%
NJIM
1885
Nabity-Jensen Investment Management
Nebraska
$251K +$251K +4,525 New
FM
1886
Family Management
New York
$250K -$167K -3,010 -40%
W
1887
WorthPointe
California
$250K +$250K +4,505 New
ACI
1888
Alpha Cubed Investments
California
$249K -$32.1K -580 -11%
HPIA
1889
Hamilton Point Investment Advisors
North Carolina
$249K – – –
CAM
1890
Concorde Asset Management
Michigan
$249K -$429K -7,740 -63%
PCS
1891
Private Client Services
Kentucky
$249K +$249K +4,495 New
NFW
1892
Noble Family Wealth
Florida
$248K – – –
FFM
1893
Forum Financial Management
Illinois
$248K +$9.15K +165 +4%
ST
1894
Sageworth Trust
Pennsylvania
$248K – – –
Schroder Investment Management Group
1895
Schroder Investment Management Group
United Kingdom
$248K – – –
SI
1896
Seeds Investor
New York
$247K +$247K +4,460 New
IIC
1897
Integrated Investment Consultants
Michigan
$247K +$247K +4,450 New
AWM
1898
Affinity Wealth Management
Delaware
$247K – – –
LA
1899
LVW Advisors
New York
$246K -$13.9K -250 -5%
SSA
1900
Sierra Summit Advisors
Nevada
$244K +$244K +4,400 New
74 75
76
77 78