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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 %
AWM
376
Avior Wealth Management
Nebraska
$12.1M -$146K -2,925 -1%
TCOV
377
Trust Company of Vermont
Vermont
$12.1M -$215K -4,310 -2%
DAS
378
Dynamic Advisor Solutions
Arizona
$12M +$5.03M +100,900 +73%
BFP
379
Beacon Financial Planning
Massachusetts
$11.9M -$151K -3,025 -1%
AA
380
Argent Advisors
Louisiana
$11.9M -$124K -2,480 -1%
MCWS
381
McKinley Carter Wealth Services
West Virginia
$11.8M +$466K +9,340 +4%
SIM
382
Stratos Investment Management
Ohio
$11.8M +$1.59M +31,865 +16%
Prudential Financial
383
Prudential Financial
New Jersey
$11.5M +$382K +7,650 +3%
HSWM
384
Hubbell Strickland Wealth Management
Louisiana
$11.5M +$93.3K +1,870 +0.8%
AI
385
Atria Investments
North Carolina
$11.5M +$5.82M +116,670 +102%
WP
386
WealthSource Partners
California
$11.4M +$9.67M +193,850 +570%
IWMA
387
Ironwood Wealth Management (Arizona)
Arizona
$11.3M -$853K -17,340 -7%
EPA
388
Element Pointe Advisors
Florida
$11.3M +$2.43M +48,680 +27%
GPA
389
Guidance Point Advisors
Massachusetts
$11.3M -$753K -15,095 -6%
AA
390
Ancora Advisors
Ohio
$11.2M -$485K -9,735 -4%
CWA
391
Core Wealth Advisors
Florida
$11.2M +$507K +10,170 +5%
AWM
392
Avondale Wealth Management
Texas
$11.1M +$822K +16,475 +8%
GIA
393
Gladstone Institutional Advisory
Florida
$11.1M +$609K +12,205 +6%
JC
394
JB Capital
Connecticut
$11.1M +$10.8M +215,755 +3,638%
KLI
395
Kelman-Lazarov Inc
Tennessee
$11M +$63.8K +1,280 +0.6%
NCM
396
Neumann Capital Management
California
$10.9M -$29.2K -585 -0.3%
EFM
397
Eley Financial Management
Vermont
$10.9M -$189K -3,775 -2%
WAG
398
Winthrop Advisory Group
Massachusetts
$10.9M +$277K +5,520 +3%
MFA
399
Mayflower Financial Advisors
Massachusetts
$10.8M -$1.91M -38,325 -15%
WCM
400
Windsor Capital Management
Arizona
$10.8M +$28.4K +570 +0.3%
14 15
16
17 18