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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 %
WWM
1951
Wolff Wiese Magana
California
$213K -$733K -13,230 -78%
HFRG
1952
Houlihan Financial Resource Group
Virginia
$212K +$212K +3,830 New
LWM
1953
LongView Wealth Management
Georgia
$211K +$211K +3,880 New
GC
1954
Gratus Capital
Georgia
$211K +$211K +3,800 New
JWM
1955
JGP Wealth Management
Oregon
$211K +$211K +3,800 New
CIA
1956
Choate Investment Advisors
Massachusetts
$210K -$9.15K -165 -4%
BWM
1957
BNC Wealth Management
Oregon
$210K +$210K +3,785 New
MFWP
1958
Mosaic Family Wealth Partners
Missouri
$209K -$52.1K -940 -20%
DWA
1959
Delap Wealth Advisory
Oregon
$208K +$208K +3,760 New
HWA
1960
Heartwood Wealth Advisors
Virginia
$208K +$208K +3,750 New
DFA
1961
DHK Financial Advisors
New Hampshire
$208K +$208K +3,750 New
HCM
1962
Hall Capital Management
Rhode Island
$208K +$208K +3,750 New
BP
1963
BBR Partners
New York
$208K -$241K -4,355 -54%
GL
1964
Gerber LLC
Ohio
$207K +$207K +3,740 New
ORC
1965
O'Rourke & Company
Massachusetts
$207K +$207K +3,730 New
FA
1966
Fermata Advisors
California
$207K +$207K +3,730 New
GIM
1967
Gold Investment Management
Alberta, Canada
$206K +$206K +3,725 New
MAP
1968
Moody Aldrich Partners
Massachusetts
$206K +$206K +3,725 New
NRC
1969
New Republic Capital
North Carolina
$205K -$49.3K -890 -19%
SCA
1970
Stonebridge Capital Advisors
Minnesota
$205K -$43K -775 -17%
CPCP
1971
Cedar Point Capital Partners
Iowa
$204K +$204K +3,685 New
TWM
1972
Trueblood Wealth Management
Ohio
$203K +$203K +3,670 New
PPW
1973
Presilium Private Wealth
Pennsylvania
$203K -$440K -7,945 -68%
VBWMG
1974
Von Berge Wealth Management Group
California
$203K +$203K +3,720 New
SIMG
1975
Sonora Investment Management Group
Arizona
$202K +$202K +3,645 New
77 78
79
80 81