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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 %
WPC
726
Wedmont Private Capital
Pennsylvania
$3.57M +$98.9K +2,005 +3%
PA
727
PFG Advisors
Arizona
$3.56M -$395K -7,915 -10%
WF
728
Welch & Forbes
Massachusetts
$3.54M -$6.23K -125 -0.2%
RWA
729
River Wealth Advisors
Pennsylvania
$3.54M -$128K -2,560 -3%
SAM
730
Smithbridge Asset Management
Pennsylvania
$3.53M +$8.98K +180 +0.3%
PAM
731
Private Asset Management
California
$3.5M -$178K -3,560 -5%
EW
732
Element Wealth
Mississippi
$3.5M -$139K -2,785 -4%
TCOO
733
Trust Company of Oklahoma
Oklahoma
$3.49M +$55.9K +1,120 +2%
SFC
734
Strategic Financial Concepts
Texas
$3.48M -$887K -17,790 -20%
WHG
735
Westwood Holdings Group
Texas
$3.47M +$469K +9,405 +16%
American Century Companies
736
American Century Companies
Missouri
$3.47M +$274K +5,500 +9%
FSG
737
Financial Strategies Group
Michigan
$3.46M +$188K +3,745 +6%
3F
738
360 Financial
Minnesota
$3.46M +$254K +5,165 +8%
TH
739
TCTC Holdings
Texas
$3.46M +$264K +5,295 +8%
IF
740
Intrua Financial
Texas
$3.45M -$175K -3,510 -5%
HCC
741
Hirtle Callaghan & Co
Pennsylvania
$3.45M +$37.9K +760 +1%
AWA
742
Arete Wealth Advisors
Illinois
$3.44M -$2.92M -58,455 -46%
PGWM
743
Parisi Gray Wealth Management
New Jersey
$3.44M -$1.93M -38,740 -36%
GWM
744
GSB Wealth Management
Connecticut
$3.43M +$113K +2,265 +3%
UBG
745
United Bank (Georgia)
Georgia
$3.42M -$73.8K -1,480 -2%
HH
746
Hilltop Holdings
Texas
$3.42M +$159K +3,195 +5%
6F
747
626 Financial
Michigan
$3.41M +$1.07M +21,450 +46%
HS
748
Horan Securities
United States
$3.41M +$1.28M +25,745 +60%
HCM
749
Hengehold Capital Management
Ohio
$3.41M +$259K +5,200 +8%
SB
750
Strategic Blueprint
Georgia
$3.4M +$1.9M +38,120 +126%
28 29
30
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