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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 %
CPRC
826
Consolidated Portfolio Review Corp
New York
$2.71M +$92.8K +1,860 +4%
KFS
827
Kelly Financial Services
Massachusetts
$2.71M +$2.62M +52,610 +3,104%
HPC
828
HM Payson & Co
Maine
$2.67M +$55.9K +1,120 +2%
LA
829
Legacy Advisors
Pennsylvania
$2.67M +$36.6K +730 +1%
EI
830
Ellevest Inc
New York
$2.67M -$10.2K -205 -0.4%
GFWA
831
Grey Fox Wealth Advisors
Delaware
$2.67M -$557K -11,120 -17%
SFG
832
SevenBridge Financial Group
Pennsylvania
$2.66M -$64.6K -1,295 -2%
CFC
833
Client First Capital
California
$2.65M +$223K +4,480 +9%
MHS
834
M Holdings Securities
Oregon
$2.63M +$2.43M +48,695 +1,217%
PCA
835
Pallas Capital Advisors
Massachusetts
$2.61M +$336K +7,175 +15%
HWMT
836
Heritage Wealth Management (Texas)
Texas
$2.61M -$40.6K -815 -2%
GHA
837
GW Henssler & Associates
Georgia
$2.6M +$13K +260 +0.5%
PIA
838
Perennial Investment Advisors
California
$2.6M +$59.4K +1,190 +2%
NP
839
Nilsine Partners
Colorado
$2.59M -$307K -6,160 -11%
HSA
840
HBK Sorce Advisory
Pennsylvania
$2.58M -$145K -2,915 -5%
UF
841
Univest Financial
Pennsylvania
$2.57M -$8.73K -175 -0.3%
CAG
842
Csenge Advisory Group
Florida
$2.54M +$927K +18,585 +57%
AWM
843
Accurate Wealth Management
Florida
$2.53M +$687K +13,705 +37%
GWA
844
GGM Wealth Advisors
Maryland
$2.53M +$7.01K +140 +0.3%
TAM
845
Townsend Asset Management
North Carolina
$2.51M -$24.9K -500 -1%
JIC
846
Joel Isaacson & Co
New York
$2.51M +$256K +5,130 +11%
BRM
847
Boston Research & Management
Massachusetts
$2.5M +$16.7K +335 +0.7%
Empower Advisory Group
848
Empower Advisory Group
Colorado
$2.5M +$1.43M +28,615 +133%
HIA
849
HTG Investment Advisors
Connecticut
$2.5M +$188K +3,775 +8%
GFP
850
Gryphon Financial Partners
Ohio
$2.49M -$208K -4,180 -8%
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