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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 %
Allspring Global Investments
326
Allspring Global Investments
North Carolina
$14.8M -$8.74M -175,200 -37%
FWM
327
FFT Wealth Management
Pennsylvania
$14.7M -$221K -4,425 -1%
EL
328
EWA LLC
Pennsylvania
$14.6M +$1.82M +37,350 +14%
CFP
329
Catalyst Financial Partners
Massachusetts
$14.6M +$2.45M +49,220 +20%
LA
330
Lynch & Associates
Indiana
$14.6M +$115K +2,315 +0.8%
CCM
331
Coldstream Capital Management
Washington
$14.6M +$144K +2,880 +1%
HP
332
Hilltop Partners
Indiana
$14.5M +$7.62M +152,815 +110%
MWM
333
Marietta Wealth Management
Georgia
$14.5M +$513K +10,290 +4%
CIM
334
CIM Investment Management
Pennsylvania
$14.5M – – –
RVPG
335
Relative Value Partners Group
$14.4M -$3.88M -77,810 -21%
JFGIW
336
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.4M +$129K +2,580 +0.9%
CIAS
337
CFS Investment Advisory Services
New Jersey
$14.4M +$5.24M +105,125 +57%
CA
338
Cambridge Advisors
Nebraska
$14.3M -$187K -3,750 -1%
NC
339
NewSquare Capital
Pennsylvania
$14.3M +$483K +9,685 +3%
PWMAG
340
Pinnacle Wealth Management Advisory Group
New Jersey
$14.3M -$14K -280 -0.1%
WH
341
Whitcomb & Hess
Ohio
$14.2M +$235K +4,715 +2%
ASN
342
Advisory Services Network
Georgia
$14.2M +$1.12M +22,545 +9%
EWA
343
EP Wealth Advisors
California
$14.1M +$9.84M +197,300 +229%
BWM
344
Boyd Wealth Management
California
$14.1M +$8.43M +169,080 +148%
LIM
345
Leavell Investment Management
Alabama
$14.1M +$1.29M +25,725 +10%
Twin Tree Management
346
Twin Tree Management
Texas
$13.9M +$13.9M +278,500 New
CGA
347
Crescent Grove Advisors
Illinois
$13.9M +$527K +10,515 +4%
CB
348
Community Bank
New York
$13.9M -$35.2K -705 -0.3%
NSAM
349
North Star Asset Management
Wisconsin
$13.9M -$229K -4,600 -2%
VFIC
350
Valley Forge Investment Consultants
Pennsylvania
$13.8M +$1.54M +30,900 +13%
12 13
14
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