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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 %
AIM
1001
Alhambra Investment Management
Florida
$1.54M +$1.54M +30,915 New
TIA
1002
Tiemann Investment Advisors
California
$1.54M +$5.49K +110 +0.4%
PWMG
1003
Pinnacle Wealth Management Group
Michigan
$1.54M +$16.7K +335 +1%
HCA
1004
Harbour Capital Advisors
Virginia
$1.53M -$6.23K -125 -0.4%
AG
1005
Ascent Group
Virginia
$1.53M -$1.19M -24,785 -44%
PCMC
1006
Private Capital Management (Colorado)
Colorado
$1.53M -$302K -6,060 -17%
MWM
1007
Mission Wealth Management
California
$1.53M -$58.9K -1,180 -4%
IAIM
1008
International Assets Investment Management
Florida
$1.52M +$155K +3,125 +11%
FAM
1009
Forte Asset Management
New York
$1.52M +$10.5K +210 +0.7%
G
1010
Gainplan
Michigan
$1.52M +$137K +2,755 +10%
RRA
1011
Round Rock Advisors
Connecticut
$1.51M +$9.23K +185 +0.6%
CC
1012
Cadinha & Co
Hawaii
$1.51M +$8.48K +170 +0.6%
BB
1013
Berkshire Bank
Massachusetts
$1.51M – – –
APP
1014
Avantax Planning Partners
Iowa
$1.51M +$48.6K +975 +3%
MI
1015
Moneywise Inc
Virginia
$1.49M -$47.1K -945 -3%
BWM
1016
Baystate Wealth Management
Massachusetts
$1.48M +$1.1M +21,965 +281%
QCM
1017
Quantinno Capital Management
New York
$1.48M -$431K -8,635 -22%
SL
1018
SWMG LLC
Texas
$1.48M +$1.28M +25,640 +625%
PFGIA
1019
Patriot Financial Group Insurance Agency
Massachusetts
$1.48M -$143K -2,860 -9%
PFA
1020
Pinnacle Family Advisors
Missouri
$1.47M +$51.9K +1,040 +4%
FFA
1021
First Foundation Advisors
California
$1.47M +$238K +4,780 +19%
CCM
1022
Condor Capital Management
New Jersey
$1.47M +$86K +1,725 +6%
H
1023
HoyleCohen
California
$1.47M +$12.5K +250 +0.9%
P
1024
Pitcairn
Pennsylvania
$1.46M -$33.4K -670 -2%
SIM
1025
Seaview Investment Managers
Florida
$1.46M +$1.46M +29,290 New
39 40
41
42 43