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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 %
CWM
976
Campbell Wealth Management
Virginia
$1.66M +$9.47K +190 +0.6%
EB
977
Exchange Bank
California
$1.66M -$5.74K -115 -0.3%
CRC
978
Curi RMB Capital
Illinois
$1.66M +$2K +40 +0.1%
CGPCS
979
Capital Group Private Client Services
California
$1.66M +$696K +13,960 +72%
AWA
980
Amplius Wealth Advisors
Pennsylvania
$1.65M -$17.5K -350 -1%
OFS
981
Oldfather Financial Services
Nebraska
$1.65M +$5.49K +110 +0.3%
CG
982
Corundum Group
Colorado
$1.64M -$33.7K -675 -2%
MTIC
983
Missouri Trust & Investment Company
Missouri
$1.64M -$1.75K -35 -0.1%
IP
984
Investment Partners
Ohio
$1.62M -$65.6K -1,315 -4%
SFP
985
Sweet Financial Partners
Minnesota
$1.62M +$319K +6,400 +25%
IP
986
Ignite Planners
California
$1.61M -$26.5K -545 -2%
BFC
987
Bedel Financial Consulting
Indiana
$1.61M -$1.5K -30 -0.1%
WWC
988
Waypoint Wealth Counsel
Georgia
$1.6M -$14.2K -285 -0.9%
TP
989
Tranquility Partners
Tennessee
$1.6M +$197K +3,950 +14%
BAAM
990
Baker Avenue Asset Management
California
$1.6M +$66.8K +1,340 +4%
VRM
991
Vectors Research Management
New York
$1.59M – – –
CPP
992
Capasso Planning Partners
South Carolina
$1.59M +$1.75K +35 +0.1%
MIM
993
Macroview Investment Management
Maryland
$1.59M -$33.2K -665 -2%
FGAM
994
Financial Gravity Asset Management
Texas
$1.58M +$1.5M +36,375 +1,823%
V
995
VeraBank
Texas
$1.57M -$16.7K -335 -1%
SWPG
996
Strategic Wealth Partners Group
Illinois
$1.56M +$17.8K +355 +1%
FFN
997
Focus Financial Network
Minnesota
$1.56M +$796K +15,895 +104%
WCFA
998
Walkner Condon Financial Advisors
Wisconsin
$1.55M +$185K +3,710 +14%
PCM
999
Presidio Capital Management
California
$1.55M +$22.4K +450 +1%
GJIA
1000
Glass Jacobson Investment Advisors
Maryland
$1.54M -$63.8K -1,280 -4%
38 39
40
41 42