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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 %
WP
1051
WealthPLAN Partners
Nebraska
$1.39M +$192K +3,840 +16%
BAM
1052
Berkshire Asset Management
Pennsylvania
$1.39M – – –
BMWM
1053
Brown Miller Wealth Management
Virginia
$1.39M +$153K +3,060 +12%
SWP
1054
ShoreHaven Wealth Partners
New Jersey
$1.39M +$1.39M +27,780 New
MMHP
1055
Murphy Middleton Hinkle & Parker
Georgia
$1.38M -$56.4K -1,130 -4%
XF
1056
XML Financial
Maryland
$1.38M -$52.4K -1,050 -4%
RMCM
1057
Reynders McVeigh Capital Management
Massachusetts
$1.38M -$44.1K -885 -3%
MAWCM
1058
Mine & Arao Wealth Creation & Management
California
$1.37M -$11.2K -225 -0.8%
FWP
1059
FAS Wealth Partners
Kansas
$1.37M -$44.1K -885 -3%
SIC
1060
Salem Investment Counselors
North Carolina
$1.37M – – –
OFG
1061
Oxford Financial Group
Indiana
$1.36M -$383K -7,680 -22%
NW
1062
NewEdge Wealth
Pennsylvania
$1.36M +$5.74K +115 +0.4%
AWP
1063
Ascent Wealth Partners
New York
$1.35M +$14K +280 +1%
PCA
1064
Prosperity Capital Advisors
Ohio
$1.35M -$1.04M -20,925 -44%
KW
1065
KWB Wealth
California
$1.35M – – –
BFG
1066
Baron Financial Group
New Jersey
$1.35M +$3.74K +75 +0.3%
DI
1067
DAGCO Inc
Ohio
$1.34M +$1.25M +110,385 +1,356%
TMWM
1068
Taylor & Morgan Wealth Management
Michigan
$1.34M +$3.24K +65 +0.2%
CCP
1069
Carmel Capital Partners
California
$1.34M +$1.34M +26,845 New
TFS
1070
Thoroughbred Financial Services
Tennessee
$1.34M +$192K +3,855 +17%
WE
1071
Wealth Effects
Massachusetts
$1.33M – – –
WA
1072
WP Advisors
California
$1.33M – – –
CD
1073
Chapin Davis
Maryland
$1.31M -$1.5K -30 -0.1%
CSWG
1074
Cardinal Strategic Wealth Guidance
Kentucky
$1.31M +$1.31M +26,270 New
CCM
1075
Colorado Capital Management
Colorado
$1.3M -$24.4K -490 -2%
41 42
43
44 45