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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 %
TA
526
TruWealth Advisors
Louisiana
$6.68M +$18.5K +370 +0.3%
KPWG
527
KFA Private Wealth Group
Virginia
$6.67M +$251K +5,040 +4%
AIA
528
Armor Investment Advisors
North Carolina
$6.64M +$462K +9,270 +7%
SCM
529
Sebold Capital Management
Illinois
$6.6M -$782K -15,680 -11%
Vanguard Group
530
Vanguard Group
Pennsylvania
$6.59M – – –
CFA
531
Cahill Financial Advisors
Minnesota
$6.58M +$189K +3,795 +3%
MCM
532
Magnolia Capital Management
New York
$6.56M -$82.8K -1,660 -1%
EW
533
Evoke Wealth
California
$6.56M +$5.35M +107,155 +443%
RIA
534
Richwood Investment Advisors
Ohio
$6.56M -$33.4K -670 -0.5%
GIA
535
GHP Investment Advisors
Colorado
$6.54M +$14.4K +295 +0.2%
PFS
536
Prospera Financial Services
Texas
$6.53M +$1.24M +24,760 +23%
MWM
537
Mascoma Wealth Management
New Hampshire
$6.52M +$90K +1,805 +1%
RSWM
538
Robertson Stephens Wealth Management
California
$6.49M +$3.15M +62,900 +95%
CCB
539
Country Club Bank
Missouri
$6.41M +$53.8K +1,075 +0.8%
PTC
540
Private Trust Company
Ohio
$6.36M -$104K -2,095 -2%
CWM
541
Cahill Wealth Management
Michigan
$6.3M -$24.9K -500 -0.4%
CNBTD
542
Citizens National Bank Trust Department
Mississippi
$6.29M +$20.4K +410 +0.3%
BOH
543
Bank of Hawaii
Hawaii
$6.19M -$304K -6,100 -5%
SR
544
Syntax Research
Florida
$6.18M +$6.18M +123,980 New
TA
545
Tectonic Advisors
Texas
$6.16M +$577K +11,570 +10%
RIA
546
Regal Investment Advisors
Michigan
$6.16M +$1.14M +22,950 +23%
BSW
547
Buckingham Strategic Wealth
Missouri
$6.1M +$356K +7,135 +6%
PWW
548
Pettyjohn Wood & White
Virginia
$6.08M -$63.6K -1,275 -1%
DWMG
549
DB Wealth Management Group
California
$6.06M +$1.29M +25,965 +27%
SF
550
Synovus Financial
Georgia
$6.04M +$111K +2,220 +2%
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