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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 %
SG Americas Securities
801
SG Americas Securities
New York
$2.94M -$11.3M -227,315 -79%
WWG
802
West Wealth Group
California
$2.92M +$2.92M +58,615 New
CW
803
CreativeOne Wealth
Kansas
$2.92M -$1.88M -37,670 -39%
HGWM
804
Horst & Graben Wealth Management
Oregon
$2.92M +$2.92M +58,480 New
CA
805
Crumly & Associates
Illinois
$2.91M -$136K -2,735 -4%
BFG
806
Bleakley Financial Group
New Jersey
$2.9M -$251K -5,040 -8%
FTC
807
Farmers Trust Company
Ohio
$2.88M -$17K -340 -0.6%
KAS
808
KPP Advisory Services
Kentucky
$2.88M +$2.88M +57,710 New
MWM
809
MY Wealth Management
Maryland
$2.87M -$2.74K -55 -0.1%
CNB
810
Camden National Bank
Maine
$2.87M -$31.2K -625 -1%
AFP
811
Alpha Financial Partners
Kentucky
$2.86M +$376K +7,535 +15%
FWM
812
Forza Wealth Management
Florida
$2.86M – – –
MCC
813
Money Concepts Capital
Florida
$2.85M +$221K +4,425 +8%
HCA
814
Heck Capital Advisors
Wisconsin
$2.84M +$336K +6,730 +13%
BB
815
Busey Bank
Illinois
$2.82M -$42.6K -855 -1%
CWM
816
C2C Wealth Management
Arizona
$2.82M +$4.91K +100 +0.2%
SI
817
Stephens Inc
Arkansas
$2.81M +$748 +15 +0%
ST
818
Sabal Trust
Florida
$2.76M -$33.7K -675 -1%
ACM
819
AUA Capital Management
Pennsylvania
$2.76M -$93.5K -1,875 -3%
BFO
820
Boston Family Office
Massachusetts
$2.76M +$254K +5,090 +10%
WJA
821
Willis Johnson & Associates
Texas
$2.76M -$423K -8,490 -13%
TI
822
Truepoint Inc
Ohio
$2.76M +$383K +7,680 +16%
CAM
823
Cozad Asset Management
Illinois
$2.75M +$6.23K +125 +0.2%
PAM
824
Palisade Asset Management
Minnesota
$2.74M +$134K +2,680 +5%
FIM
825
Fernwood Investment Management
Massachusetts
$2.73M – – –
31 32
33
34 35