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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 %
DFA
301
DHJJ Financial Advisors
Illinois
$16.3M +$142K +2,840 +0.9%
PAM
302
Peninsula Asset Management
Florida
$16.3M -$135K -2,700 -0.8%
BCI
303
Brinker Capital Investments
Pennsylvania
$16.2M +$1.21M +24,315 +8%
OPS
304
Orion Portfolio Solutions
Nebraska
$16.2M +$1.21M +24,315 +8%
SB
305
Simmons Bank
Arkansas
$16.1M +$162K +3,245 +1%
JF
306
JSF Financial
California
$16.1M +$12.1M +241,895 +302%
PA
307
Pinnacle Associates
New York
$16.1M -$63.8K -1,280 -0.4%
Principal Financial Group
308
Principal Financial Group
Iowa
$16M +$874K +17,535 +6%
DWA
309
Divergent Wealth Advisors
Utah
$15.9M -$1.75M -35,170 -10%
B
310
Bailard
California
$15.8M +$3.73M +74,710 +31%
AF
311
Affiance Financial
Minnesota
$15.7M -$73.1K -1,465 -0.5%
PP
312
Pegasus Partners
Wisconsin
$15.6M -$2.56M -51,240 -14%
AFS
313
Aft Forsyth & Sober
Florida
$15.6M – – –
SIA
314
Soltis Investment Advisors
Utah
$15.5M -$113K -2,270 -0.7%
CASB
315
Cape Ann Savings Bank
Massachusetts
$15.5M -$165K -3,310 -1%
PBF
316
Petix & Botte Financial
California
$15.4M +$177K +3,555 +1%
IB
317
Intrust Bank
Kansas
$15.4M +$76.1K +1,525 +0.5%
GT
318
Glenmede Trust
Pennsylvania
$15.4M -$53.4K -1,070 -0.3%
CC
319
Courier Capital
New York
$15.4M +$17.7K +355 +0.1%
PSCM
320
Per Stirling Capital Management
Texas
$15.2M +$1.03M +20,715 +7%
OGF
321
Orin Green Financial
California
$15.2M -$195K -3,905 -1%
FWTB
322
First Western Trust Bank
Colorado
$14.9M -$1.92M -38,475 -11%
AA
323
Advisory Alpha
Michigan
$14.9M -$1.44M -28,805 -9%
VIA
324
Vantagepoint Investment Advisers
District of Columbia
$14.8M – – –
GT
325
Glenview Trust
Kentucky
$14.8M +$88.3K +1,770 +0.6%
11 12
13
14 15