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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 %
HAS
276
Holland Advisory Services
Florida
$18.7M +$56.6K +1,135 +0.3%
TCM
277
Twele Capital Management
Minnesota
$18.6M -$64.3K -1,290 -0.3%
HCA
278
Horan Capital Advisors
Ohio
$18.6M -$705K -14,130 -4%
C
279
Certuity
Florida
$18.3M +$392K +7,870 +2%
CWM
280
Curi Wealth Management
North Carolina
$18.1M -$1.11M -22,330 -6%
KPWS
281
Kestra Private Wealth Services
Texas
$18.1M +$3.1M +62,075 +21%
ATC
282
Argent Trust Co
Tennessee
$18.1M -$489K -9,805 -3%
WFA
283
West Financial Advisors
Iowa
$17.8M +$399K +8,005 +2%
KWMG
284
King Wealth Management Group
Florida
$17.7M +$220K +4,415 +1%
FCI
285
Financial Counselors Inc
Kansas
$17.6M +$42.4K +850 +0.2%
State of Wisconsin Investment Board
286
State of Wisconsin Investment Board
Wisconsin
$17.6M -$14.4M -288,795 -45%
Natixis Advisors
287
Natixis Advisors
Massachusetts
$17.5M -$55.2M -1,107,475 -76%
JA
288
JVL Associates
Michigan
$17.5M -$496K -9,955 -3%
RJT
289
Raymond James Trust
Florida
$17.4M +$1.69M +33,840 +11%
FNT
290
First National Trust
Pennsylvania
$17.3M -$577K -11,575 -3%
TPWA
291
TRUE Private Wealth Advisors
Oregon
$17.3M -$314K -6,300 -2%
CI
292
Conning Inc
Connecticut
$17.2M -$591K -11,845 -3%
VFPW
293
Vantage Financial Partners (Wisconsin)
Wisconsin
$17.1M +$8.5M +170,505 +99%
FAIM
294
Financial Advocates Investment Management
Washington
$17M +$3.23M +72,830 +23%
PFP
295
Pinnacle Financial Partners
Tennessee
$17M +$457K +9,155 +3%
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$16.8M -$943K -18,915 -5%
SL
297
Systelligence LLC
Minnesota
$16.7M +$16.7M +334,525 New
ISB
298
Iowa State Bank
Iowa
$16.6M +$168K +3,375 +1%
TC
299
Trilogy Capital
California
$16.5M +$255K +5,120 +2%
AWM
300
Altus Wealth Management
Kentucky
$16.5M +$693K +13,895 +4%
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