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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 %
GBT
176
Grove Bank & Trust
Florida
$36.8M +$170K +3,075 +0.5%
CA
177
Crewe Advisors
Utah
$36.5M -$2.15M -38,750 -6%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$36M -$658K -11,870 -2%
UCFA
179
United Capital Financial Advisors
Texas
$35.9M -$40.1M -724,275 -53%
AWM
180
AE Wealth Management
Kansas
$35.7M -$14.9M -271,030 -30%
ZB
181
Zions Bancorporation
Utah
$35M +$3.53M +63,755 +11%
HG
182
Harbor Group
New Hampshire
$34.7M -$869K -15,670 -2%
FBB
183
Fulton Breakefield Broenniman
Maryland
$33.7M +$921K +16,615 +3%
FNBT
184
FineMark National Bank & Trust
Florida
$33.7M -$1.04M -18,730 -3%
NFG
185
Nadler Financial Group
Illinois
$33.5M +$1.39M +25,145 +4%
PWLP
186
Prio Wealth Limited Partnership
Massachusetts
$33.5M +$292K +5,265 +0.9%
CIA
187
Capital Investment Advisors
Georgia
$33.4M -$34.6K -625 -0.1%
JIC
188
Johnson Investment Counsel
Ohio
$33.3M +$306K +5,520 +0.9%
SFS
189
Summit Financial Strategies
Ohio
$33.3M -$156K -2,810 -0.5%
AWS
190
Atria Wealth Solutions
New York
$33.1M -$2.4M -43,380 -7%
HW
191
Hancock Whitney
Mississippi
$32.9M +$1.74M +31,330 +6%
AAS
192
Ameritas Advisory Services
Nebraska
$32.8M -$240K -4,290 -0.7%
NEPPG
193
New England Professional Planning Group
Rhode Island
$32.7M -$615K -11,090 -2%
GL
194
Graypoint LLC
New York
$32.5M +$2.06M +37,145 +7%
CAAS
195
Capital Asset Advisory Services
Michigan
$31.9M +$3.77M +68,050 +13%
LBC
196
Lowe Brockenbrough & Co
Virginia
$31.4M +$961K +17,345 +3%
RCA
197
Resonant Capital Advisors
Wisconsin
$31.1M +$1.66M +29,995 +6%
W
198
Wealthquest
Ohio
$30.8M -$1.41M -25,430 -4%
ETS
199
ESL Trust Services
New York
$30.6M +$61K +1,100 +0.2%
CWA
200
CJM Wealth Advisers
Virginia
$30.5M -$205K -3,695 -0.7%
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