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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
31.66%
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
1
Morgan Stanley
New York
$3.83B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$480M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.3B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.19B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.34B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.08B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$715M
3
HNB
3
Huntington National Bank
Ohio
$197M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$169M
5
HI
5
Horizon Investments
North Carolina
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
2226
Absolute Capital Management
Pennsylvania
– -$226K -4,515 Closed
WPC
2227
White Pine Capital
Minnesota
– -$219K -4,385 Closed
CPSAC
2228
Chas P. Smith & Associates (CPS)
Florida
– -$212K -4,255 Closed
GSC
2229
Ground Swell Capital
South Carolina
– -$205K -4,110 Closed
RCM
2230
Raleigh Capital Management
North Carolina
– -$204K -4,095 Closed
BWP
2231
Balboa Wealth Partners
Arizona
– -$203K -4,070 Closed
FMTCOCP
2232
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$199K -3,990 Closed
APC
2233
Aspire Private Capital
North Carolina
– -$185K -3,700 Closed
VWM
2234
Valley Wealth Managers
New Jersey
– -$130K -2,605 Closed
SFCL
2235
Strengthening Families & Communities LLC
Massachusetts
– -$104K -2,085 Closed
JGCM
2236
Joseph Group Capital Management
Ohio
– -$68.6K -1,375 Closed
BCM
2237
BluePath Capital Management
Georgia
– -$47.9K -960 Closed
FAM
2238
Flaharty Asset Management
Florida
– -$41.6K -835 Closed
PIM
2239
Progressive Investment Management
Oregon
– -$29.7K -595 Closed
BCV
2240
Banque Cantonale Vaudoise
Switzerland
– -$28K -570 Closed
FCT
2241
First Community Trust
Iowa
– -$24.9K -500 Closed
MAWA
2242
Moss Adams Wealth Advisors
Washington
– -$22.8K -455 Closed
SL
2243
Savior LLC
Massachusetts
– -$21.3K -430 Closed
AWA
2244
Authentikos Wealth Advisory
California
– -$19.7K -395 Closed
RF
2245
Robbins Farley
New Hampshire
– -$17.2K -345 Closed
DWA
2246
Delos Wealth Advisors
Texas
– -$10.6K -200 Closed
BWS
2247
Buck Wealth Strategies
Colorado
– -$9.16K -185 Closed
SGC
2248
Slocum, Gordon & Co
Rhode Island
– -$9.23K -185 Closed
TCM
2249
Tradewinds Capital Management
Washington
– -$5.24K -105 Closed
OIS
2250
Okabena Investment Services
Minnesota
– -$748 -15 Closed
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