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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 %
BRWA
476
B. Riley Wealth Advisors
Florida
$8.07M +$2.46M +49,080 +44%
SFP
477
Sandbox Financial Partners
Maryland
$8.04M +$736K +14,765 +10%
IA
478
IFG Advisory
Georgia
$8.03M +$529K +10,610 +7%
SLT
479
St Louis Trust
Missouri
$7.95M – – –
RSA
480
River Street Advisors
Illinois
$7.93M +$258K +5,165 +3%
NHT
481
New Hampshire Trust
New Hampshire
$7.89M -$97.2K -1,950 -1%
HF
482
Halpern Financial
Virginia
$7.89M -$73.8K -1,480 -0.9%
EIP
483
Ellis Investment Partners
Pennsylvania
$7.88M -$59.1K -1,185 -0.7%
GDP
484
Great Diamond Partners
Maine
$7.88M -$51.4K -1,030 -0.6%
FWIA
485
Fort Washington Investment Advisors
Ohio
$7.88M -$777K -15,585 -9%
PR
486
Payden & Rygel
California
$7.85M +$4.57M +91,550 +139%
PRIG
487
Payden & Rygel Investment Group
California
$7.85M +$7.85M +157,390 New
MWM
488
Meridian Wealth Management
Kentucky
$7.77M +$5.09M +102,000 +190%
RSVP
489
Ramsay Stattman Vela & Price
Colorado
$7.7M +$57.8K +1,160 +0.8%
RAM
490
Riggs Asset Management
Pennsylvania
$7.59M +$32.7K +655 +0.4%
HAC
491
Harbor Advisory Corp
New Hampshire
$7.57M +$520K +10,435 +7%
WPW
492
Waldron Private Wealth
Pennsylvania
$7.56M +$202K +4,025 +3%
SCA
493
Snowden Capital Advisors
New York
$7.54M +$37.2K +745 +0.5%
BBNA
494
Bremer Bank National Association
Minnesota
$7.53M -$442K -8,865 -6%
SIC
495
Sterling Investment Counsel
New York
$7.49M +$48.6K +975 +0.7%
FWA
496
FSM Wealth Advisors
Ohio
$7.49M +$1.82M +36,400 +32%
Brown Advisory
497
Brown Advisory
Maryland
$7.48M -$37.7K -755 -0.5%
ABC
498
Associated Banc-Corp
Wisconsin
$7.45M -$45.1K -905 -0.6%
SIAM
499
Sterling Investment Advisors (Missouri)
Missouri
$7.43M -$318K -6,385 -4%
IA
500
IFP Advisors
Florida
$7.38M -$146K -2,930 -2%
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