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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 %
TFF
1026
The Family Firm
Maryland
$1.46M -$9.48K -190 -0.6%
LL
1027
LWMG LLC
Minnesota
$1.46M +$60.6K +1,215 +4%
HH
1028
HWG Holdings
Texas
$1.45M +$119K +2,385 +9%
PWA
1029
Pillar Wealth Advisors
Pennsylvania
$1.45M +$355K +7,125 +32%
AFC
1030
AFT Forsyth & Company
Florida
$1.45M -$6.23K -125 -0.4%
OC
1031
Oakworth Capital
Alabama
$1.45M +$36.9K +740 +3%
Betterment LLC
1032
Betterment LLC
New York
$1.45M +$297K +5,960 +26%
SAS
1033
Stelac Advisory Services
New York
$1.45M -$585K -11,740 -29%
FHA
1034
Flagship Harbor Advisors
Massachusetts
$1.44M -$12K -240 -0.8%
EWA
1035
ERTS Wealth Advisors
Michigan
$1.44M -$49.9K -1,000 -3%
ONST
1036
Old North State Trust
North Carolina
$1.43M -$14.7K -295 -1%
B
1037
Bridgeworth
Alabama
$1.43M +$19.4K +390 +1%
FA
1038
Fiducient Advisors
Illinois
$1.43M +$1.43M +28,515 New
EB
1039
Eastern Bank
Massachusetts
$1.43M -$24.9K -500 -2%
EK
1040
Evensky & Katz
Florida
$1.42M -$215K -4,320 -13%
RWMG
1041
Redwood Wealth Management Group
New Jersey
$1.41M -$48.6K -975 -3%
FSWA
1042
Financial Synergies Wealth Advisors
Texas
$1.41M -$548K -10,980 -28%
MFS
1043
Madrona Financial Services
Washington
$1.41M +$1.18M +23,620 +510%
RWA
1044
Ropes Wealth Advisors
Massachusetts
$1.41M -$122K -2,455 -8%
ANB
1045
Amarillo National Bank
Texas
$1.41M +$19K +380 +1%
MW
1046
Marcum Wealth
Ohio
$1.41M +$47.9K +960 +4%
BF
1047
Blankinship & Foster
California
$1.4M -$111K -2,235 -7%
WDL
1048
Well Done LLC
Michigan
$1.4M +$10.5K +210 +0.8%
ESB
1049
Essex Savings Bank
Connecticut
$1.4M -$3.49K -70 -0.2%
AFG
1050
Allegheny Financial Group
Pennsylvania
$1.4M +$626K +12,545 +81%
40 41
42
43 44