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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,995 hedge funds and large institutions have $54.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 830 increasing their positions, 696 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+45
Holders Change %
+2.31%
% of All Funds
31.81%
Holding in Top 10
327
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
5.21%
New
146
Increased
830
Reduced
696
Closed
76
Calls
$27.7M
Puts
$8.76M
Net Calls
+$18.9M
Net Calls Change
-$8.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.47B
2
FCAS
First Command Advisory Services
Texas
+$494M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$330M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$303M
5
PFO
Pathstone Family Office
New Jersey
+$297M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$178M
2
MRC
Millburn Ridgefield Corp
New York
-$106M
3
CCA
Catalyst Capital Advisors
New York
-$106M
4
Wells Fargo
Wells Fargo
California
-$70.7M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
226
Hudock Inc
Pennsylvania
$26.1M +$210K +4,210 +0.8%
FAG
227
Financial Advisory Group
Texas
$25.8M -$524K -10,500 -2%
OSNBOA
228
Old Second National Bank of Aurora
Illinois
$25.5M +$231K +4,640 +0.9%
CAAS
229
Capital Asset Advisory Services
Michigan
$25.4M +$3.16M +63,345 +14%
CAI
230
Capital Advisors Inc
Oklahoma
$25.2M -$12.7M -254,855 -34%
CTA
231
Chesley Taft & Associates
Illinois
$25.2M +$132K +2,645 +0.5%
DT
232
Diversified Trust
Tennessee
$24.7M +$178K +3,575 +0.7%
EBT
233
Enterprise Bank & Trust
Massachusetts
$24.4M +$383K +7,675 +2%
Macquarie Group
234
Macquarie Group
Australia
$24.2M +$1.24M +24,895 +5%
PWM
235
Perigon Wealth Management
California
$23.9M +$3.42M +68,585 +17%
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$23.7M -$337K -6,760 -1%
SIC
237
Shoker Investment Counsel
Ohio
$23.4M -$41.9K -840 -0.2%
GLLW
238
Graves Light Lenhart Wealth
Virginia
$23.3M +$865K +17,665 +4%
DADC
239
D.A. Davidson & Co
Montana
$23.2M -$397K -7,965 -2%
CW
240
Connectus Wealth
Ohio
$23.2M -$2.96M -59,055 -11%
OC
241
Oppenheimer & Co
New York
$23.1M +$574K +11,500 +3%
KBC
242
Key Bridge Compliance
$22.6M +$22.6M +453,090 New
FWM
243
Fairhaven Wealth Management
Illinois
$22.3M -$83.3K -1,670 -0.4%
CFO
244
Callan Family Office
Pennsylvania
$22.2M -$98.2K -1,970 -0.4%
NA
245
NewEdge Advisors
Louisiana
$22.2M +$8.11M +162,675 +58%
AllianceBernstein
246
AllianceBernstein
Tennessee
$22.1M +$291K +5,830 +1%
HI
247
Human Investing
Oregon
$21.9M +$442K +8,855 +2%
SPC
248
Sigma Planning Corp
Michigan
$21.8M -$1.64M -32,825 -7%
SC
249
Savant Capital
Illinois
$21.8M +$2.11M +42,325 +11%
MSA
250
Mason Street Advisors
Wisconsin
$21.7M – – –
8 9
10
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