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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 %
JWBC
426
J.W. Burns & Co
New York
$9.87M +$279K +5,595 +3%
PCFFS
427
Pacific Center for Financial Services
California
$9.84M +$171K +3,425 +2%
AIP
428
Ameritas Investment Partners
Nebraska
$9.83M +$1.6M +32,040 +19%
ES
429
ETF Store
Kansas
$9.83M +$132K +2,690 +1%
CA
430
CoreCap Advisors
Michigan
$9.75M +$997 +20 +0%
CF
431
Centaurus Financial
California
$9.69M +$456K +9,150 +5%
PI
432
Pachira Investments
California
$9.59M -$290K -5,810 -3%
FFS
433
Founders Financial Securities
Maryland
$9.58M +$1.98M +39,720 +26%
PFA
434
Pettinga Financial Advisors
Indiana
$9.57M +$4.12M +82,650 +76%
HR
435
Hardy Reed
Mississippi
$9.54M – – –
MWP
436
Madison Wealth Partners
Wisconsin
$9.47M +$4.49K +90 +0%
APW
437
Acima Private Wealth
Virginia
$9.46M +$307K +6,160 +3%
AWC
438
Abundance Wealth Counselors
Pennsylvania
$9.42M +$9.42M +188,825 New
MA
439
Montag & Associates
Georgia
$9.4M -$40.8K -815 -0.4%
LC
440
LTG Capital
Massachusetts
$9.37M -$13.2K -265 -0.1%
RCAG
441
Rehmann Capital Advisory Group
Michigan
$9.36M +$460K +9,220 +5%
RWMH
442
Riverpoint Wealth Management Holdings
Illinois
$9.3M -$17.5K -350 -0.2%
KWM
443
Kaydan Wealth Management
Michigan
$9.28M +$7.14M +143,135 +333%
FPFS
444
First Personal Financial Services
North Carolina
$9.23M -$195K -3,915 -2%
RL
445
Rogco LP
Oklahoma
$9.21M +$9.21M +184,615 New
ECM
446
Exchange Capital Management
Michigan
$9.19M +$325K +6,515 +4%
LC
447
Lindbrook Capital
California
$9.16M -$305K -6,125 -3%
ANTB
448
AMG National Trust Bank
Colorado
$9.13M +$64.1K +1,285 +0.7%
FBT
449
First Bank & Trust
South Dakota
$9.11M – – –
LNC
450
Lincoln National Corp
Pennsylvania
$9.06M +$1.13M +22,585 +14%
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