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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
$3.83B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$480M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.19B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.34B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.08B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$715M
3
HNB
Huntington National Bank
Ohio
$197M
4
Osaic Holdings
Osaic Holdings
Arizona
$169M
5
HI
Horizon Investments
North Carolina
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
2176
Van Hulzen Asset Management
California
– -$4.03M -80,820 Closed
T
2177
TCWP
Ohio
– -$3.86M -77,390 Closed
Renaissance Technologies
2178
Renaissance Technologies
New York
– -$3.34M -67,000 Closed
WWG
2179
West Wealth Group
California
– -$2.92M -58,615 Closed
KAS
2180
KPP Advisory Services
Kentucky
– -$2.88M -57,710 Closed
MHS
2181
M Holdings Securities
Oregon
– -$2.63M -52,695 Closed
OAP
2182
One Advisory Partners
Kansas
– -$2.38M -47,665 Closed
KFSC
2183
Keystone Financial Services (Colorado)
Colorado
– -$2.11M -42,315 Closed
LWM
2184
Liberty Wealth Management
California
– -$2.01M -40,345 Closed
Legacy Financial Group (Iowa)
2185
Legacy Financial Group (Iowa)
Iowa
– -$1.96M -39,235 Closed
PFA
2186
Pinnacle Family Advisors
Missouri
– -$1.47M -29,535 Closed
SWP
2187
ShoreHaven Wealth Partners
New Jersey
– -$1.39M -27,780 Closed
CCP
2188
Carmel Capital Partners
California
– -$1.34M -26,845 Closed
TFA
2189
Tranquilli Financial Advisor
New Jersey
– -$1.03M -20,720 Closed
SFS
2190
Security Financial Services
Indiana
– -$984K -19,740 Closed
CWA
2191
Clearview Wealth Advisors
Oregon
– -$918K -18,410 Closed
DAM
2192
Derbend Asset Management
Georgia
– -$872K -17,495 Closed
DE
2193
Day & Ennis
Georgia
– -$757K -15,175 Closed
Verition Fund Management
2194
Verition Fund Management
Connecticut
– -$745K -14,940 Closed
D
2195
Dentgroup
Louisiana
– -$738K -14,800 Closed
EC
2196
Estate Counselors
Wisconsin
– -$716K -14,350 Closed
FWP
2197
Firethorn Wealth Partners
Georgia
– -$688K -13,795 Closed
SPAS
2198
Spectrum Planning & Advisory Services
California
– -$674K -13,510 Closed
FRA
2199
FFG Retirement Advisors
Colorado
– -$661K -13,260 Closed
CWM
2200
Certus Wealth Management
California
– -$661K -13,255 Closed
86 87
88
89 90