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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 %
UL
676
Unionview LLC
Washington
$4.13M +$177K +3,545 +4%
SW
677
SlateStone Wealth
Florida
$4.12M +$2.06M +41,235 +100%
WFA
678
Wellspring Financial Advisors
Ohio
$4.11M -$504 -770 -0%
CFS
679
CRA Financial Services
New Jersey
$4.11M +$55.6K +1,115 +1%
CL
680
Choreo LLC
Illinois
$4.1M +$1.97M +39,290 +92%
WWM
681
Windsor Wealth Management
Indiana
$4.04M -$13.7K -275 -0.3%
EG
682
Ellerson Group
Maryland
$4.04M -$156K -3,130 -4%
TFCP
683
Twin Focus Capital Partners
Massachusetts
$4.04M -$818K -16,405 -17%
VHAM
684
Van Hulzen Asset Management
California
$4.03M +$4.03M +80,820 New
LFG
685
Leverty Financial Group
Wisconsin
$4.03M -$82.8K -1,660 -2%
LF
686
LifeSteps Financial
California
$3.98M -$40.1K -805 -1%
FBA
687
Front Barnett Associates
Illinois
$3.98M -$152K -3,040 -4%
SWA
688
SOA Wealth Advisors
New York
$3.97M -$99K -1,985 -2%
SAM
689
Securian Asset Management
Minnesota
$3.97M +$27.4K +550 +0.7%
CFD
690
Creative Financial Designs
Indiana
$3.96M +$157K +3,150 +4%
SCG
691
Sonata Capital Group
Washington
$3.96M -$14.2K -285 -0.4%
AIMC
692
Alley Investment Management Company
Illinois
$3.96M +$3.49K +70 +0.1%
UCB
693
United Community Bank
South Carolina
$3.94M +$3.94M +78,985 New
MC
694
Middleton & Co
Massachusetts
$3.92M +$47.9K +960 +1%
AM
695
AGF Management
Ontario, Canada
$3.9M – – –
AAS
696
Asset Allocation Strategies
Michigan
$3.89M +$378K +7,575 +11%
BFWA
697
Benchmark Financial Wealth Advisors
Florida
$3.88M +$12.5K +250 +0.3%
WG
698
Watchman Group
Texas
$3.87M +$997 +20 +0%
T
699
TCWP
Ohio
$3.86M +$146K +2,930 +4%
SS
700
Sound Stewardship
Kansas
$3.84M +$1.5K +30 +0%
26 27
28
29 30