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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 %
CI
701
CX Institutional
Indiana
$3.83M +$416K +8,340 +12%
SS
702
Simplicity Solutions
Minnesota
$3.83M -$53.6K -1,075 -1%
SF
703
Summit Financial
New Jersey
$3.82M +$88.9K +1,775 +2%
CSPIA
704
Cary Street Partners Investment Advisory
Virginia
$3.81M +$126K +2,530 +3%
MA
705
Mutual Advisors
Nebraska
$3.78M +$834K +16,730 +28%
PCM
706
Perritt Capital Management
Illinois
$3.78M +$26.9K +540 +0.7%
FCP
707
Fidelis Capital Partners
Florida
$3.77M +$962K +19,295 +34%
WQ
708
Wealth Quarterback
New Jersey
$3.77M -$1.27M -25,400 -25%
IWP
709
Icon Wealth Partners
Texas
$3.75M +$3.59M +72,005 +2,326%
FA
710
FC Advisory
Pennsylvania
$3.68M +$23.4K +470 +0.6%
SFG
711
Sather Financial Group
Texas
$3.68M – – –
VF
712
VitalStone Financial
Texas
$3.68M +$3.68M +75,550 New
SA
713
Scarborough Advisors
Maryland
$3.66M +$3.66M +73,490 New
GLA
714
Good Life Advisors
Pennsylvania
$3.66M +$154K +3,090 +4%
OCM
715
Orion Capital Management
California
$3.66M -$320K -6,415 -8%
AF
716
Advisornet Financial
Minnesota
$3.64M +$1.92M +38,485 +112%
CT
717
Colonial Trust
South Carolina
$3.63M -$10.5K -210 -0.3%
GSB
718
Greenfield Savings Bank
Massachusetts
$3.63M +$3.63M +72,700 New
FPW
719
Flagship Private Wealth
Massachusetts
$3.62M +$11.2K +225 +0.3%
GSWM
720
Greenup Street Wealth Management
Michigan
$3.61M -$5.91M -118,485 -62%
NL
721
NEPC LLC
Massachusetts
$3.61M – – –
CG
722
Cynosure Group
Utah
$3.61M -$111K -2,230 -3%
VFP
723
Verus Financial Partners
Virginia
$3.59M -$65.5K -1,345 -2%
WP
724
Wealthspan Partners
Iowa
$3.58M -$432K -8,665 -11%
IWM
725
IHT Wealth Management
Illinois
$3.58M -$251K -5,025 -7%
27 28
29
30 31