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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 %
Kayne Anderson Rudnick Investment Management
876
Kayne Anderson Rudnick Investment Management
California
$2.26M +$441K +8,850 +24%
LNWWM
877
Laird Norton Wetherby Wealth Management
California
$2.24M -$12.7K -255 -0.6%
BFM
878
Broadview Financial Management
Wisconsin
$2.23M -$31.2K -625 -1%
MSAM
879
Moloney Securities Asset Management
Missouri
$2.2M -$37.7K -755 -2%
CS
880
Credit Suisse
Switzerland
$2.18M +$382K +7,660 +21%
BJL
881
Brighton Jones LLC
Washington
$2.18M +$132K +2,655 +6%
WS
882
Wedbush Securities
California
$2.16M +$26.4K +530 +1%
GWS
883
Glassman Wealth Services
Virginia
$2.15M +$1.5K +30 +0.1%
BA
884
Bridge Advisory
California
$2.14M +$921K +18,460 +75%
NCM
885
Next Capital Management
New York
$2.14M +$103K +2,060 +5%
VIM
886
Vista Investment Management
Pennsylvania
$2.14M -$13K -260 -0.6%
GPI
887
General Partner Inc
Pennsylvania
$2.13M – – –
BFW
888
Brady Family Wealth
Missouri
$2.13M -$14.5K -290 -0.7%
BMCM
889
Bryn Mawr Capital Management
Pennsylvania
$2.13M +$6.98K +140 +0.3%
CA
890
Claro Advisors
Massachusetts
$2.13M +$33.2K +665 +2%
IGWM
891
ICA Group Wealth Management
Colorado
$2.12M -$160K -3,205 -7%
NB
892
NBT Bank
New York
$2.12M -$7.48K -150 -0.4%
CPC
893
Congress Park Capital
New York
$2.12M -$403K -8,090 -16%
DFA
894
Delta Financial Advisors
Louisiana
$2.12M – – –
WGCA
895
Wolf Group Capital Advisors
Virginia
$2.12M +$158K +3,175 +8%
BWL
896
Bogart Wealth LLC
Virginia
$2.11M +$11K +220 +0.5%
ECM
897
Evergreen Capital Management
Washington
$2.11M – – –
KFSC
898
Keystone Financial Services (Colorado)
Colorado
$2.11M +$2.11M +42,315 New
SGK
899
Steigerwald Gordon & Koch
Virginia
$2.1M +$24.9K +500 +1%
KIA
900
KCM Investment Advisors
California
$2.1M – – –
34 35
36
37 38