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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 %
P
351
&Partners
Tennessee
$13.8M +$197K +3,955 +1%
DA
352
Drake & Associates
Wisconsin
$13.6M +$241K +4,840 +2%
GRP
353
Global Retirement Partners
California
$13.6M +$488K +10,035 +4%
ST
354
Smithfield Trust
Pennsylvania
$13.3M -$347K -6,975 -3%
PIC
355
Platt Investment Counsel
Florida
$13.3M -$67.3K -1,350 -0.5%
TF
356
Tompkins Financial
New York
$13.3M -$377K -7,565 -3%
MFC
357
Mechanics Financial Corp
Ohio
$13.3M -$51.1K -1,025 -0.4%
IF
358
Ironwood Financial
Arizona
$13.1M +$438K +8,785 +3%
FMN
359
Financial Management Network
California
$12.9M -$50.8K -1,045 -0.4%
AWM
360
AAF Wealth Management
Massachusetts
$12.7M +$263K +5,265 +2%
1SB
361
1ST Source Bank
Indiana
$12.7M -$372K -7,465 -3%
PPW
362
PACK Private Wealth
Minnesota
$12.7M +$1.2M +24,315 +10%
TWP
363
Tower Wealth Partners
Pennsylvania
$12.7M -$13K -260 -0.1%
FIA
364
Foundations Investment Advisors
Arizona
$12.7M +$10.8M +217,015 +592%
MWM
365
MTC Wealth Management
Florida
$12.6M +$370K +7,415 +3%
TCM
366
Towercrest Capital Management
Pennsylvania
$12.6M -$110K -2,210 -0.9%
BWP
367
BSW Wealth Partners
Colorado
$12.5M -$414K -8,295 -3%
LPAM
368
Lodestar Private Asset Management
California
$12.4M +$142K +2,850 +1%
MSA
369
Marino Stram & Associates
Massachusetts
$12.4M +$122K +2,455 +1%
NPF
370
Norris Perne & French
Michigan
$12.4M +$112K +2,250 +0.9%
SA
371
Strategic Advocates
Utah
$12.3M +$12.3M +247,395 New
AFA
372
American Financial Advisors
Georgia
$12.3M -$504K -10,110 -4%
WS
373
Wela Strategies
Georgia
$12.3M +$12.3M +247,040 New
AMG
374
Asset Management Group
Connecticut
$12.3M -$36.9K -740 -0.3%
CA
375
Centerpoint Advisors
Massachusetts
$12.2M -$426K -8,535 -3%
13 14
15
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