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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 %
E
851
ETFidea
New York
$2.48M +$124K +2,495 +5%
PG
852
Patten Group
Tennessee
$2.45M -$27.7K -555 -1%
BFO
853
Biltmore Family Office
North Carolina
$2.44M -$10.3K -205 -0.4%
WAM
854
Weinberger Asset Management
California
$2.44M -$139K -2,780 -5%
RA
855
RFG Advisory
Alabama
$2.43M +$1.3M +26,075 +115%
PAG
856
Paladin Advisory Group
Iowa
$2.42M -$340K -6,815 -12%
Russell Investments Group
857
Russell Investments Group
United Kingdom
$2.41M +$2.41M +48,335 New
SIAS
858
Summit Investment Advisory Services
Minnesota
$2.41M +$45.9K +920 +2%
ATWA
859
Arbor Trust Wealth Advisors
Michigan
$2.4M -$77.7K -1,550 -3%
PRWA
860
Platte River Wealth Advisors
Colorado
$2.4M +$20.4K +410 +0.9%
FCA
861
FLC Capital Advisors
California
$2.4M -$375K -7,525 -14%
WP
862
WealthShield Partners
North Carolina
$2.4M +$1.17M +23,275 +95%
OAP
863
One Advisory Partners
Kansas
$2.38M +$2.38M +47,665 New
WC
864
Waterloo Capital
Texas
$2.37M +$153K +3,070 +7%
BONH
865
Bank of New Hampshire
New Hampshire
$2.37M +$100K +2,015 +4%
FCB
866
First County Bank
Connecticut
$2.36M -$566K -11,350 -19%
AF
867
Apexium Financial
Texas
$2.35M -$60.6K -1,210 -3%
BAM
868
Belpointe Asset Management
Nevada
$2.34M -$125K -2,510 -5%
EW
869
Enzi Wealth
Texas
$2.33M -$679K -13,945 -23%
AT
870
Arvest Trust
Oklahoma
$2.32M +$156K +3,125 +7%
CA
871
Continuum Advisory
Idaho
$2.32M +$168K +3,370 +8%
T
872
TNF
Montana
$2.32M +$1.58M +32,785 +215%
LFP
873
Lakeshore Financial Planning
Michigan
$2.29M +$2.29M +45,895 New
NEPWA
874
New England Private Wealth Advisors
Massachusetts
$2.27M -$176K -3,535 -7%
IC
875
IEQ Capital
California
$2.27M -$149K -2,980 -6%
33 34
35
36 37