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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.

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
1
JPMorgan Chase & Co
New York
$4.18B
2
FCAS
2
First Command Advisory Services
Texas
$532M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.04B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.43B
5
PFO
5
Pathstone Family Office
New Jersey
$358M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$171M
2
MRC
2
Millburn Ridgefield Corp
New York
$390M
3
CCA
3
Catalyst Capital Advisors
New York
$390M
4
Wells Fargo
4
Wells Fargo
California
$2.51B
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$85.1M 1,705,775 +371,925 +28%
CWM
77
Connecticut Wealth Management
Connecticut
$84.6M 1,697,300 +67,065 +4%
LW
78
Linscomb Wealth
Texas
$84.5M 1,693,405 -89,090 -5%
State Street
79
State Street
Massachusetts
$83.8M 1,672,610 -58,800 -3%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$83.1M 1,665,380 +30,275 +2%
CWM
81
Cahaba Wealth Management
Georgia
$80M 1,603,530 +41,610 +3%
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$78.2M 1,567,955 +1,567,955 New
LWMT
83
Legacy Wealth Management (Tennessee)
Tennessee
$78M 1,563,205 -21,205 -1%
Charles Schwab
84
Charles Schwab
California
$76.8M 1,540,745 +765,030 +99%
CAM
85
Chandler Asset Management
California
$76.7M 1,538,895 -800 -0.1%
M&T Bank
86
M&T Bank
New York
$76.4M 1,531,135 +3,735 +0.2%
BF
87
BOK Financial
Oklahoma
$76.3M 1,615,615 -9,470 -0.6%
FHB
88
First Hawaiian Bank
Hawaii
$76.2M 1,528,510 -8,810 -0.6%
HI
89
Horizon Investments
North Carolina
$75.9M 1,521,295 +708,015 +87%
AIM
90
Acropolis Investment Management
Missouri
$75.6M 1,515,810 -3,195 -0.2%
BPWM
91
Badgley Phelps Wealth Managers
Washington
$74.9M 1,501,910 +26,770 +2%
BBA
92
BLB&B Advisors
Pennsylvania
$74.1M 1,485,325 +150,060 +11%
Bessemer Group
93
Bessemer Group
New Jersey
$74M 1,484,320 -91,205 -6%
SPIA
94
Steward Partners Investment Advisory
New York
$71.1M 1,424,715 +57,660 +4%
FMII
95
Farmers & Merchants Investments Inc
Nebraska
$70.8M 1,419,765 +78,965 +6%
UCFA
96
United Capital Financial Advisors
Texas
$68.4M 1,371,170 -161,955 -11%
LFS
97
Lutz Financial Services
Nebraska
$68.4M 1,370,920 +16,025 +1%
CAN
98
Cetera Advisor Networks
California
$66.1M 1,324,540 +162,445 +14%
MIA
99
MainStreet Investment Advisors
Illinois
$65.8M 1,319,170 -39,085 -3%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$65.2M 1,307,685 +54,230 +4%
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