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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 %
BFA
201
Beaumont Financial Advisors
Massachusetts
$30.3M -$434K -7,830 -1%
AAS
202
Avantax Advisory Services
Texas
$30M -$2.02M -36,365 -6%
NA
203
Nottingham Advisors
New York
$29.8M -$400K -7,905 -1%
CTA
204
Chesley Taft & Associates
Illinois
$29.7M +$1.71M +30,795 +6%
BFM
205
Boston Financial Management
Massachusetts
$29.4M -$371K -6,685 -1%
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$29.3M -$57.6M -1,038,900 -66%
HI
207
Hudock Inc
Pennsylvania
$29M -$21.1K -380 -0.1%
FAG
208
Financial Advisory Group
Texas
$28.8M +$103K +1,855 +0.4%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$28.6M -$17.9M -323,505 -39%
DT
210
Diversified Trust
Tennessee
$28.5M +$1.07M +19,355 +4%
UFAC
211
Urban Financial Advisory Corp
Illinois
$28.3M +$28.3M +510,350 New
SL
212
Salomon & Ludwin
Virginia
$28.2M – – –
EBT
213
Enterprise Bank & Trust
Massachusetts
$28.1M +$1.07M +19,215 +4%
Citigroup
214
Citigroup
New York
$28M -$11.9M -215,345 -30%
OSNBOA
215
Old Second National Bank of Aurora
Illinois
$28M -$330K -5,955 -1%
SWM
216
Spire Wealth Management
Virginia
$27.9M -$3.23M -59,195 -10%
JFGIW
217
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.5M +$11.6M +208,765 +73%
SWA
218
Sax Wealth Advisors
New Jersey
$27.1M -$1.96M -35,305 -7%
SIC
219
Shoker Investment Counsel
Ohio
$27.1M +$1.06M +19,055 +4%
NC
220
NewSquare Capital
Pennsylvania
$26.9M +$11.1M +199,355 +70%
Macquarie Group
221
Macquarie Group
Australia
$26.9M – – –
GLLW
222
Graves Light Lenhart Wealth
Virginia
$26.8M +$396K +7,145 +1%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$26.8M +$476K +8,585 +2%
DADC
224
D.A. Davidson & Co
Montana
$26.6M +$748K +13,500 +3%
ECG
225
Edge Capital Group
Georgia
$26.5M -$3.38M -60,910 -11%
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