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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 %
BA
251
Bristlecone Advisors
Washington
$21.7M +$553K +11,095 +3%
BHWM
252
Bar Harbor Wealth Management
New Hampshire
$21.6M -$171K -3,425 -0.8%
CS
253
Comerica Securities
Michigan
$21.5M +$80.9K +1,615 +0.4%
SMC
254
Smith, Moore & Co
Missouri
$21.5M +$670K +13,435 +3%
TPCW
255
TD Private Client Wealth
New York
$21.5M +$488K +9,785 +2%
SFG
256
StrategIQ Financial Group
Indiana
$21.4M +$543K +10,890 +3%
LP
257
LGL Partners
Pennsylvania
$20.8M -$241K -4,840 -1%
ODIJL
258
One Day In July LLC
Vermont
$20.8M +$1.98M +39,615 +10%
NFG
259
Nations Financial Group
Iowa
$20.7M -$294K -5,895 -1%
RDFA
260
Ritter Daniher Financial Advisory
Ohio
$20.6M +$629K +12,615 +3%
ACM
261
Arcataur Capital Management
Wisconsin
$20.4M +$414K +8,310 +2%
WSFS
262
Wilmington Savings Fund Society
Delaware
$20.4M +$40.6K +815 +0.2%
KCM
263
Kanawha Capital Management
Virginia
$20.4M -$27.4K -550 -0.1%
BAMG
264
Brand Asset Management Group
Missouri
$20M -$1.24M -24,805 -6%
BWIA
265
Bryant Woods Investment Advisors
New York
$19.8M +$255K +5,105 +1%
William Blair & Company
266
William Blair & Company
Illinois
$19.6M +$699K +14,010 +4%
1832 Asset Management
267
1832 Asset Management
Ontario, Canada
$19.6M +$31.2K +625 +0.2%
CT
268
Coastline Trust
Rhode Island
$19.6M +$415K +8,325 +2%
VCM
269
Verde Capital Management
Michigan
$19.6M +$519K +10,415 +3%
CF
270
Cantor Fitzgerald
New York
$19.4M -$846K -16,960 -4%
BSSFA
271
Baron Silver Stevens Financial Advisors
Florida
$19.3M +$228K +4,575 +1%
OPAM
272
Ocean Park Asset Management
California
$19.3M +$19.3M +387,110 New
IFPL
273
Investments & Financial Planning LLC
Kentucky
$19.2M +$286K +5,730 +2%
YIA
274
YHB Investment Advisors
Connecticut
$19M +$133K +2,665 +0.7%
ATPW
275
Ashton Thomas Private Wealth
Arizona
$18.9M +$2.05M +41,025 +12%
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