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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 %
ACM
951
Ategra Capital Management
Virginia
$1.82M -$15.7K -315 -0.9%
CW
952
CIC Wealth
Maryland
$1.82M -$3.24K -65 -0.2%
BWCS
953
Beirne Wealth Consulting Services
Connecticut
$1.8M – – –
KBFS
954
Kohmann Bosshard Financial Services
Ohio
$1.79M -$4.49K -90 -0.3%
OCM
955
Objective Capital Management
Ohio
$1.79M -$94.7K -1,900 -5%
LC
956
LCNB Corp
Ohio
$1.78M +$79.8K +1,600 +5%
HNWAG
957
High Net Worth Advisory Group
Florida
$1.78M +$15.7K +315 +0.9%
SCA
958
St. Clair Advisors
Ohio
$1.78M -$19.9K -400 -1%
TGAM
959
TBH Global Asset Management
Tennessee
$1.76M -$150K -3,010 -8%
DPI
960
Diversified Portfolios Inc
Michigan
$1.76M -$7.23K -145 -0.4%
CSIC
961
Clifford Swan Investment Counsel
California
$1.75M – – –
PGWM
962
Pitti Group Wealth Management
New York
$1.75M -$122K -2,450 -7%
CFO
963
Colony Family Offices
North Carolina
$1.75M +$21.3K +425 +1%
IAS
964
Investment Advisory Services
Texas
$1.74M +$44.9K +900 +3%
BA
965
Ballew Advisors
Mississippi
$1.74M -$36.7K -755 -2%
PFG
966
PAX Financial Group
Texas
$1.72M +$1.43M +28,600 +479%
SHIM
967
Stone House Investment Management
Pennsylvania
$1.72M +$1.6M +32,045 +1,327%
BWM
968
BigSur Wealth Management
Florida
$1.72M – – –
NCG
969
Newport Capital Group
New Jersey
$1.71M -$48.4K -970 -3%
RCG
970
Regatta Capital Group
California
$1.69M -$28.4K -570 -2%
NAG
971
Northstar Advisory Group
New Jersey
$1.69M +$500K +10,030 +42%
WTB
972
Washington Trust Bank
Washington
$1.69M – – –
PTC
973
Philadelphia Trust Company
Pennsylvania
$1.68M -$9.98K -200 -0.6%
CFG
974
Cooper Financial Group
California
$1.68M +$177K +3,545 +12%
BFA
975
Beacon Financial Advisory
Ohio
$1.67M -$43.9K -880 -3%
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