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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 %
DA
1926
Detalus Advisors
Missouri
$227K -$6.93K -125 -3%
WA
1927
Wealth Architects
California
$227K -$58.2K -1,050 -20%
PWM
1928
Paulson Wealth Management
Illinois
$225K -$109K -1,965 -33%
CIP
1929
Capital Insight Partners
Arizona
$225K -$11.1K -200 -5%
VWA
1930
Visionary Wealth Advisors
Illinois
$225K -$67.1K -1,210 -23%
CAM
1931
Clark Asset Management
New Hampshire
$224K -$125K -2,260 -36%
MGIA
1932
Matthew Goff Investment Advisor
Texas
$223K – – –
MAM
1933
Mainsail Asset Management
Alabama
$222K +$222K +4,000 New
FCM
1934
Fortis Capital Management
Washington
$220K -$59.6K -1,075 -21%
CI
1935
Ceera Investments
Texas
$220K +$220K +3,975 New
FWM
1936
Focused Wealth Management
New York
$220K -$175K -3,160 -44%
DPW
1937
DiNuzzo Private Wealth
Pennsylvania
$220K +$220K +3,965 New
MCM
1938
Mengis Capital Management
Oregon
$220K +$220K +3,960 New
ECA
1939
Elevated Capital Advisors
Utah
$219K +$219K +3,950 New
CWM
1940
Chemistry Wealth Management
New York
$218K -$8.04K -145 -4%
SWM
1941
Sterling Wealth Management
Illinois
$217K +$217K +3,920 New
LC
1942
Lavaca Capital
Texas
$216K -$200K -3,605 -48%
CA
1943
Carson Advisory
Georgia
$216K +$216K +3,890 New
AA
1944
Addison Advisors
Vermont
$215K – – –
TSW
1945
Thompson Siegel & Walmsley
Virginia
$215K – – –
FVWA
1946
Foster Victor Wealth Advisors
South Carolina
$215K +$215K +3,925 New
TA
1947
TrueWealth Advisors
Alabama
$215K -$45.5K -820 -17%
CMI
1948
Clare Market Investments
Texas
$213K -$20.8K -375 -9%
SAI
1949
Savvy Advisors Inc
New York
$213K +$213K +3,840 New
ESBC
1950
E.S. Barr & Co
Kentucky
$213K +$213K +3,835 New
76 77
78
79 80