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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 %
CCM
551
Canal Capital Management
Virginia
$6.03M -$75.8K -1,520 -1%
CIAS
552
Capital Investment Advisory Services
North Carolina
$6.03M -$6.98K -140 -0.1%
BCMO
553
Buckingham Capital Management (Ohio)
Ohio
$6.01M -$59.3K -1,190 -1%
MCCP
554
Mission Creek Capital Partners
California
$5.98M +$346K +6,930 +6%
CGFA
555
Colton Groome Financial Advisors
North Carolina
$5.98M +$687K +13,780 +13%
Chevy Chase Trust
556
Chevy Chase Trust
Maryland
$5.97M -$300K -6,010 -5%
JFG
557
Jefferies Financial Group
New York
$5.95M +$260K +5,220 +5%
BMD
558
Better Money Decisions
New Mexico
$5.94M +$100K +2,015 +2%
MF
559
Meridian Financial
Massachusetts
$5.93M -$9.97K -200 -0.2%
PIAS
560
PCA Investment Advisory Services
Ohio
$5.92M -$160K -3,210 -3%
JWCA
561
J.W. Cole Advisors
Florida
$5.9M +$73.6K +1,475 +1%
BCM
562
Boltwood Capital Management
California
$5.89M +$53.9K +1,080 +0.9%
IA
563
IFG Advisors
Missouri
$5.79M +$82.8K +1,660 +1%
AWM
564
Atticus Wealth Management
Florida
$5.79M +$121K +2,435 +2%
BCM
565
Brookstone Capital Management
Illinois
$5.78M +$720K +14,930 +14%
HI
566
Harbour Investments
Wisconsin
$5.76M +$637K +12,770 +12%
TC
567
TAP Consulting
Missouri
$5.75M -$707K -14,175 -11%
RFG
568
RFP Financial Group
Georgia
$5.75M +$316K +6,345 +6%
HWM
569
HB Wealth Management
Georgia
$5.71M -$68.6K -1,375 -1%
SWA
570
Stratos Wealth Advisors
Ohio
$5.71M +$923K +18,515 +19%
SFA
571
Sequoia Financial Advisors
Ohio
$5.68M +$645K +12,940 +13%
WFAG
572
Wescott Financial Advisory Group
Pennsylvania
$5.68M +$82.3K +1,650 +1%
PB
573
Pinnacle Bancorp
Nebraska
$5.67M +$59.6K +1,195 +1%
MG
574
Mather Group
Illinois
$5.67M -$311K -6,230 -5%
TDWM
575
Topel & Distasi Wealth Management
California
$5.67M -$11.2K -225 -0.2%
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