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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 %
MWAM
626
Manhattan West Asset Management
California
$4.75M +$1.08M +22,915 +30%
LFAS
627
Level Four Advisory Services
Texas
$4.74M -$29.2K -585 -0.6%
ONB
628
Old National Bancorp
Indiana
$4.73M -$936K -18,760 -16%
Jane Street
629
Jane Street
New York
$4.72M -$25.4M -508,795 -84%
GTAM
630
Global Trust Asset Management
Florida
$4.72M -$19.9K -400 -0.4%
FA
631
Flagstar Advisors
New York
$4.71M +$448K +8,940 +11%
TSWM
632
Triangle Securities Wealth Management
North Carolina
$4.7M +$60.8K +1,220 +1%
MYIA
633
Mount Yale Investment Advisors
Colorado
$4.68M +$876K +17,570 +23%
MSWMA
634
Market Street Wealth Management Advisors
Indiana
$4.67M +$4.67M +93,560 New
APW
635
Austin Private Wealth
Texas
$4.66M +$3.98M +79,820 +582%
MFG
636
Merit Financial Group
Georgia
$4.66M +$2.45M +49,170 +111%
BA
637
Bellwether Advisors
Nebraska
$4.63M -$10.7K -215 -0.2%
CWM
638
Cornerstone Wealth Management
Missouri
$4.62M +$128K +2,565 +3%
KV
639
Kickstand Ventures
New York
$4.59M +$4.59M +92,075 New
CAG
640
Crestwood Advisors Group
Massachusetts
$4.58M +$1.95M +39,020 +74%
ACM
641
Advisors Capital Management
New Jersey
$4.56M +$83K +1,665 +2%
CB
642
Centennial Bank
Arkansas
$4.56M +$527K +10,565 +13%
MCA
643
MSH Capital Advisors
Arizona
$4.55M -$297K -5,955 -6%
BC
644
Bricktown Capital
Michigan
$4.55M – – –
LPT
645
Legacy Private Trust
Wisconsin
$4.55M +$4.49K +90 +0.1%
PFG
646
Pacific Financial Group
Washington
$4.55M +$9.97K +200 +0.2%
PWAG
647
Polaris Wealth Advisory Group
California
$4.54M +$714K +14,320 +19%
FC
648
FCA Corp
Texas
$4.53M +$85.5K +1,715 +2%
FFA
649
Farther Finance Advisors
California
$4.51M +$2.37M +47,550 +111%
MPPLM
650
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.5M -$982K -19,690 -18%
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