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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 %
KOMWMG
501
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.36M +$167K +3,345 +2%
LSERS
502
Louisiana State Employees Retirement System
Louisiana
$7.35M -$9.55M -191,500 -57%
FNBOH
503
First National Bank of Hutchinson
Kansas
$7.31M -$154K -3,080 -2%
RPC
504
Rossmore Private Capital
Connecticut
$7.29M +$134K +2,680 +2%
TCM
505
Telos Capital Management
California
$7.26M -$169K -3,395 -2%
FCBT
506
First Citizens Bank & Trust
North Carolina
$7.17M -$847K -16,990 -11%
AGA
507
Arkos Global Advisors
Texas
$7.17M -$123K -2,460 -2%
OFG
508
Omega Financial Group
California
$7.16M -$74.3K -1,490 -1%
HCM
509
Highview Capital Management
Illinois
$7.16M +$443K +8,885 +7%
PA
510
Parallel Advisors
California
$7.14M +$2.58M +51,795 +57%
LWA
511
LWS Wealth Advisors
New Jersey
$7.13M -$44.1K -885 -0.6%
EFS
512
Econ Financial Services
Pennsylvania
$7.02M +$7.02M +140,765 New
RWP
513
RWA Wealth Partners
Massachusetts
$7M +$269K +5,395 +4%
WB
514
WesBanco Bank
West Virginia
$7M +$991K +19,875 +17%
BTWM
515
Baker Tilly Wealth Management
Wisconsin
$6.98M -$239K -4,795 -3%
Lido Advisors
516
Lido Advisors
California
$6.96M -$25.9K -520 -0.4%
EWA
517
Exencial Wealth Advisors
Oklahoma
$6.96M -$396K -7,935 -5%
BWA
518
Bordeaux Wealth Advisors
California
$6.94M +$1.92M +38,600 +38%
PG
519
Proffitt & Goodson
Tennessee
$6.83M -$757K -15,175 -10%
CCG
520
Cypress Capital Group
Florida
$6.8M +$4.68M +93,800 +220%
SP
521
SWS Partners
Ohio
$6.8M +$67.8K +1,360 +1%
DC
522
Davenport & Co
Virginia
$6.75M +$216K +4,335 +3%
TRCT
523
Tower Research Capital (TRC)
New York
$6.73M +$4.96M +99,420 +279%
MPCG
524
Matrix Private Capital Group
New York
$6.73M +$617K +12,320 +10%
CFC
525
Coyle Financial Counsel
Illinois
$6.7M +$73.1K +1,465 +1%
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