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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 %
EWM
576
EPG Wealth Management
Georgia
$5.65M +$73.6K +1,475 +1%
ACM
577
Armbruster Capital Management
New York
$5.65M -$130K -2,605 -2%
ANBT
578
American National Bank & Trust
Texas
$5.62M +$4.76M +95,485 +556%
GS
579
GTS Securities
New York
$5.59M -$49.6K -995 -0.9%
BC
580
Bartlett & Co
Ohio
$5.57M +$466K +9,300 +9%
BCWM
581
Bartlett & Co Wealth Management
Ohio
$5.57M +$466K +9,300 +9%
PGFC
582
Peapack-Gladstone Financial Corp
New Jersey
$5.56M +$32.4K +650 +0.6%
AWAP
583
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.52M -$3.49K -70 -0.1%
SSW
584
Smith Shellnut Wilson
Mississippi
$5.47M -$164K -3,295 -3%
PCIA
585
Prime Capital Investment Advisors
Kansas
$5.43M +$174K +3,485 +3%
WPW
586
Watershed Private Wealth
Illinois
$5.42M -$36.9K -740 -0.7%
WT
587
Washington Trust
Rhode Island
$5.42M +$171K +3,425 +3%
SSWM
588
Sheets Smith Wealth Management
North Carolina
$5.42M -$2.49K -50 -0%
ITB
589
Idaho Trust Bank
Idaho
$5.4M -$121K -2,430 -2%
FTS
590
Fifth Third Securities
Ohio
$5.38M -$725K -14,475 -12%
LT
591
Legacy Trust
Michigan
$5.38M +$140K +2,810 +3%
AFS
592
AFG Fiduciary Services
Massachusetts
$5.35M -$16.6K -340 -0.3%
RWIA
593
Roger Wittlin Investment Advisory
California
$5.34M – – –
PCM
594
Pennsylvania Capital Management
Pennsylvania
$5.34M -$22.9K -460 -0.4%
GVAG
595
Great Valley Advisor Group
Delaware
$5.34M -$114K -2,290 -2%
CSA
596
Cottage Street Advisors
Massachusetts
$5.33M -$5.24K -105 -0.1%
IA
597
IFS Advisors
Kansas
$5.31M +$5.31M +106,385 New
LHC
598
Little House Capital
Massachusetts
$5.3M -$1.97M -39,525 -27%
PCM
599
Parsons Capital Management
Rhode Island
$5.29M -$80.3K -1,610 -1%
FFWA
600
FRG Family Wealth Advisors
Washington
$5.27M – – –
22 23
24
25 26