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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 %
Koshinski Asset Management
751
Koshinski Asset Management
Illinois
$3.39M -$19.7K -395 -0.6%
HIMC
752
Heritage Investors Management Corp
Maryland
$3.38M +$211K +4,225 +7%
NEAM
753
New England Asset Management
Connecticut
$3.37M – – –
AFS
754
Annapolis Financial Services
Maryland
$3.37M +$14.5K +290 +0.4%
ASFA
755
All Season Financial Advisors
Colorado
$3.34M +$1.11M +22,350 +50%
SW
756
SteelPeak Wealth
California
$3.34M +$2.66M +53,080 +389%
Renaissance Technologies
757
Renaissance Technologies
New York
$3.34M +$3.34M +67,000 New
HFA
758
High Falls Advisors
New York
$3.33M +$2.79M +55,985 +520%
MWP
759
Moller Wealth Partners
$3.32M – – –
KIG
760
Kowal Investment Group
Wisconsin
$3.3M +$131K +2,635 +4%
LWMNY
761
Landmark Wealth Management (New York)
New York
$3.29M +$3.29M +65,990 New
PPWM
762
PFG Private Wealth Management
Florida
$3.26M -$1.37M -27,490 -30%
TC
763
TownSquare Capital
Utah
$3.24M +$612K +12,275 +23%
WWA
764
WCG Wealth Advisors
Nevada
$3.23M +$3.23M +63,595 New
LWM
765
Lyell Wealth Management
California
$3.21M -$620K -12,425 -16%
FWM
766
ForthRight Wealth Management
Georgia
$3.21M -$55.6K -1,115 -2%
AFO
767
Arrowroot Family Office
California
$3.2M +$120K +2,405 +4%
CIC
768
Carnegie Investment Counsel
Ohio
$3.2M -$379K -7,605 -11%
CBT
769
Central Bank & Trust
Kentucky
$3.19M -$1.25K -25 -0%
MSWM
770
McGlone Suttner Wealth Management
Wisconsin
$3.19M -$298K -5,980 -9%
WCM
771
Washburn Capital Management
Florida
$3.18M -$188K -3,775 -6%
SIG
772
Sky Investment Group
Connecticut
$3.18M -$3.27M – –
SWM
773
SigFig Wealth Management
California
$3.17M +$845K +16,935 +36%
SHJ
774
Sharkey, Howes & Javer
Colorado
$3.17M +$2.43M +48,740 +330%
NOI
775
Newton One Investments
Delaware
$3.16M -$15.7K -315 -0.5%
29 30
31
32 33