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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
1
JPMorgan Chase & Co
New York
$4.18B
2
FCAS
2
First Command Advisory Services
Texas
$532M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.04B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.43B
5
PFO
5
Pathstone Family Office
New Jersey
$358M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$171M
2
CCA
2
Catalyst Capital Advisors
New York
$390M
3
MRC
3
Millburn Ridgefield Corp
New York
$390M
4
Wells Fargo
4
Wells Fargo
California
$2.51B
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$374M +$10.5M +210,530 +3%
RFC
27
Regions Financial Corp
Alabama
$371M -$3.22M -64,500 -0.9%
PFO
28
Pathstone Family Office
New Jersey
$358M +$297M +5,955,475 +484%
HighTower Advisors
29
HighTower Advisors
Illinois
$333M +$15.4M +309,725 +5%
WANY
30
Wealthspire Advisors (New York)
New York
$332M -$1.62M -32,545 -0.5%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$310M -$892K -17,275 -0.3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$309M +$20.8M +416,530 +7%
NMIMC
33
Northwestern Mutual Investment Management Company
Wisconsin
$303M -$19.7M -394,245 -6%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$280M -$53M -1,063,760 -16%
Osaic Holdings
35
Osaic Holdings
Arizona
$263M +$99.9M +2,002,875 +61%
TA
36
Tiedemann Advisors
New York
$259M +$21.2M +423,185 +9%
Creative Planning
37
Creative Planning
Kansas
$244M +$5.68M +113,910 +2%
AA
38
Alesco Advisors
New York
$228M -$12.8M -257,525 -5%
CWM
39
Circle Wealth Management
New Jersey
$215M +$215M +4,316,675 New
US Bancorp
40
US Bancorp
Minnesota
$204M +$12.7M +254,755 +7%
Members Trust
41
Members Trust
Florida
$195M -$6.51M -130,185 -3%
MERSOM
42
Municipal Employees' Retirement System of Michigan
Michigan
$186M -$36.9M -740,045 -17%
MML Investors Services
43
MML Investors Services
Massachusetts
$180M +$32.4M +648,700 +22%
HNB
44
Huntington National Bank
Ohio
$171M -$178M – –
Franklin Resources
45
Franklin Resources
California
$157M +$2.74M +54,960 +2%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$154M +$4.81M +96,370 +3%
MCM
47
MAI Capital Management
Ohio
$153M +$10.3M +205,820 +7%
Stifel Financial
48
Stifel Financial
Missouri
$152M +$9.79M +196,235 +7%
CFG
49
Citizens Financial Group
Rhode Island
$141M +$3.04M +60,825 +2%
Comerica Bank
50
Comerica Bank
Texas
$138M +$138M +2,776,060 New
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2
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