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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 %
LCOV
401
London Company of Virginia
Virginia
$10.8M +$8.3M +166,340 +334%
ZIM
402
Zacks Investment Management
Illinois
$10.8M +$526K +10,545 +5%
UBS AM
403
UBS AM
Illinois
$10.7M +$4.21M +84,345 +64%
SQA
404
Simon Quick Advisors
New Jersey
$10.7M -$2.42M -48,460 -18%
OHWP
405
Oak Harbor Wealth Partners
North Carolina
$10.7M +$358K +7,185 +3%
CT
406
Cambridge Trust
Massachusetts
$10.6M -$666K -13,355 -6%
RWG
407
Ratio Wealth Group
Colorado
$10.6M +$397K +7,955 +4%
CPW
408
Crestmont Private Wealth
Texas
$10.5M +$227K +4,545 +2%
FTWA
409
Fifth Third Wealth Advisors
Ohio
$10.5M +$6.85M +137,410 +188%
TCM
410
Traynor Capital Management
Pennsylvania
$10.4M +$492K +9,860 +5%
IW
411
Instrumental Wealth
Florida
$10.4M +$854K +17,045 +9%
CIBC World Market
412
CIBC World Market
Ontario, Canada
$10.4M -$40.9K -820 -0.4%
WWM
413
Western Wealth Management
Colorado
$10.4M +$177K +3,540 +2%
FTUS
414
Flow Traders U.S.
New York
$10.3M -$1.93M -38,630 -16%
CWA
415
Clarity Wealth Advisors
California
$10.3M +$99.7K +2,000 +1%
NYLIM
416
New York Life Investment Management
New York
$10.3M -$314K -6,305 -3%
AWP
417
Accretive Wealth Partners
New Jersey
$10.2M +$494K +9,900 +5%
VCM
418
Vision Capital Management
Oregon
$10.2M -$216K -4,335 -2%
EWM
419
Evercore Wealth Management
New York
$10.2M +$1.02M +20,470 +11%
CTA
420
Colonial Trust Advisors
South Carolina
$10M +$98K +1,965 +1%
HF
421
HRT Financial
New York
$10M +$5.22M +104,580 +108%
JMFC
422
J.M. Forbes & Co
Massachusetts
$9.95M +$64.3K +1,290 +0.7%
NAM
423
NorthCrest Asset Manangement
Minnesota
$9.92M -$313K -6,270 -3%
MBT
424
Montecito Bank & Trust
California
$9.91M +$6.73K +135 +0.1%
NAM
425
NTV Asset Management
West Virginia
$9.87M +$24.9K +500 +0.3%
15 16
17
18 19