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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.

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
1
JPMorgan Chase & Co
New York
$4.18B
2
FCAS
2
First Command Advisory Services
Texas
$532M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.04B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.43B
5
PFO
5
Pathstone Family Office
New Jersey
$358M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$171M
2
MRC
2
Millburn Ridgefield Corp
New York
$390M
3
CCA
3
Catalyst Capital Advisors
New York
$390M
4
Wells Fargo
4
Wells Fargo
California
$2.51B
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$136M 2,725,530 -85,295 -3%
BIM
52
Bridges Investment Management
Nebraska
$129M 2,588,855 -45,760 -2%
HTC
53
Haverford Trust Company
Pennsylvania
$126M 2,520,925 -92,215 -4%
UB
54
UMB Bank
Missouri
$126M 2,519,960 -16,720 -0.7%
RMDI
55
R.M. Davis Inc
Maine
$124M 2,479,455 +107,590 +5%
LI
56
LVZ Inc
Michigan
$121M 2,419,040 -121,780 -5%
GT
57
Greenleaf Trust
Michigan
$118M 2,374,875 +65,210 +3%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$117M 2,346,225 +1,904,215 +431%
CCFCSB
59
Cape Cod Five Cents Savings Bank
Massachusetts
$115M 2,302,040 +1,148,150 +100%
SSB
60
Sandy Spring Bank
Maryland
$114M 2,279,910 -3,185 -0.1%
SHGA
61
Sand Hill Global Advisors
California
$110M 2,205,515 -48,715 -2%
TIAA Trust, National Association
62
TIAA Trust, National Association
North Carolina
$105M 2,105,565 +2,105,565 New
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$105M 2,100,715 -175,485 -8%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$104M 2,092,290 +145,900 +7%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$104M 2,088,945 -6,225 -0.3%
SOMRS
66
State of Michigan Retirement System
Michigan
$101M 2,016,810 -59,000 -3%
APCM
67
Alaska Permanent Capital Management
Alaska
$100M 2,013,125 -368,270 -15%
Corient Private Wealth
68
Corient Private Wealth
Florida
$98.5M 1,975,435 +160,315 +9%
SIC
69
Sigma Investment Counselors
Michigan
$97.6M 1,957,480 +6,760 +0.3%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$95.7M 1,918,980 +1,918,980 New
WT
71
Whittier Trust
California
$92.5M 1,853,990 +71,505 +4%
CAM
72
Cresset Asset Management
Illinois
$89.7M 1,790,490 +91,240 +5%
FT
73
Fiduciary Trust
Massachusetts
$89.6M 1,797,300 +33,020 +2%
AIA
74
Ally Invest Advisors
North Carolina
$88.6M 1,776,360 -8,500 -0.5%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$85.7M 1,717,595 -10,590 -0.6%
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