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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 %
I
776
INVST
Indiana
$3.16M +$2.76M +55,410 +696%
OWA
777
One Wealth Advisors
California
$3.16M +$1.66M +33,325 +111%
ST
778
Spinnaker Trust
Maine
$3.14M -$16K -320 -0.5%
HL
779
HeadInvest LLC
Maine
$3.12M -$43.6K -885 -1%
CHC
780
City Holding Co
West Virginia
$3.11M +$71.1K +1,425 +2%
NMG
781
New Millennium Group
Utah
$3.11M -$30.9K -620 -1%
BFS
782
Bradley Foster & Sargent
Connecticut
$3.11M – – –
SFMG
783
Sage Financial Management Group
Virginia
$3.11M +$3.11M +62,255 New
BCG
784
Breakwater Capital Group
New Jersey
$3.07M +$332K +7,000 +12%
NDSI
785
Newman Dignan & Sheerar Inc
Rhode Island
$3.06M -$142K -2,850 -4%
QCIG
786
Quad-Cities Investment Group
Iowa
$3.04M +$333K +6,675 +12%
Deutsche Bank
787
Deutsche Bank
Germany
$3.04M +$125K +2,510 +4%
SWP
788
Summit Wealth Partners
Florida
$3.03M +$59.1K +1,185 +2%
Neuberger Berman Group
789
Neuberger Berman Group
New York
$3M +$63.8K +1,280 +2%
DCS
790
Destiny Capital Securities
Colorado
$3M +$3M +60,075 New
CAAM
791
Cornerstone Advisors Asset Management
Pennsylvania
$2.99M +$1.37M +27,430 +84%
VFA
792
Valeo Financial Advisors
Indiana
$2.99M +$69.3K +1,390 +2%
HIA
793
Harbor Investment Advisory
Maryland
$2.99M +$2.74K +55 +0.1%
HWM
794
HighMark Wealth Management
Minnesota
$2.99M +$8.73K +175 +0.3%
R
795
Rebalance
California
$2.99M +$25.7K +515 +0.9%
KP
796
Keel Point
Alabama
$2.98M +$866K +17,360 +41%
CB
797
Cadence Bank
Mississippi
$2.98M +$74.8K +1,500 +3%
JIP
798
Jaffetilchin Investment Partners
Florida
$2.98M -$2.49K -50 -0.1%
RFN
799
RDA Financial Network
Iowa
$2.97M +$5.98K +120 +0.2%
ACA
800
Affinity Capital Advisors
California
$2.96M +$2.74M +54,940 +1,226%
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