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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 %
GC
901
Guggenheim Capital
Illinois
$2.08M -$192K -3,855 -8%
NFP
902
NorthLanding Financial Partners
New York
$2.07M +$136K +2,725 +7%
EFL
903
ERn Financial LLC
Wisconsin
$2.07M -$5.24K -105 -0.3%
SYBT
904
Stock Yards Bank & Trust
Kentucky
$2.05M -$748 -15 -0%
AWA
905
Aaron Wealth Advisors
Illinois
$2.05M +$1.23M +24,565 +149%
CTFG
906
Capstone Triton Financial Group
Oklahoma
$2.04M -$240K -4,820 -11%
9WM
907
9258 Wealth Management
Ohio
$2.04M -$20.9K -420 -1%
RT
908
Rockland Trust
Massachusetts
$2.04M -$34.2K -685 -2%
CWM
909
CCG Wealth Management
California
$2.02M -$10.1M -202,775 -83%
BHBT
910
Burke & Herbert Bank & Trust
Virginia
$2.02M +$35.9K +720 +2%
JCM
911
Jacobi Capital Management
Pennsylvania
$2.01M -$24.9K -500 -1%
LWM
912
Liberty Wealth Management
California
$2.01M +$2.01M +40,345 New
CL
913
COWA LLC
Oklahoma
$2.01M -$708K -14,175 -26%
CAL
914
Capital Advisors Ltd
Ohio
$2M -$83.5K -1,675 -4%
UBV
915
United Bank (Virginia)
Virginia
$2M -$119K -2,385 -6%
ASW
916
Astoria Strategic Wealth
Texas
$2M -$30.4K -610 -2%
WSTAM
917
Wilbanks Smith & Thomas Asset Management
Virginia
$1.99M +$17.7K +355 +0.9%
NF
918
Nikulski Financial
Iowa
$1.99M +$222K +4,455 +13%
LFA
919
Legacy Financial Advisors
Kentucky
$1.99M +$331K +6,630 +20%
VCA
920
Verdence Capital Advisors
Maryland
$1.98M +$461K +9,245 +30%
CBB
921
Citizens Business Bank
California
$1.98M – – –
FCA
922
FinTrust Capital Advisors
South Carolina
$1.98M -$36.9K -740 -2%
GAM
923
GEM Asset Management
Michigan
$1.97M – – –
CFFP
924
Center for Financial Planning
Michigan
$1.96M +$91.8K +1,840 +5%
PCMF
925
Private Capital Management (Florida)
Florida
$1.96M -$50.9K -1,020 -3%
35 36
37
38 39