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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 %
DSC
1076
Duncker Streett & Co
Missouri
$1.3M – – –
FPGK
1077
Financial Partners Group (Kansas)
Kansas
$1.29M +$100K +2,080 +8%
EWA
1078
EverSource Wealth Advisors
Alabama
$1.29M +$195K +3,905 +18%
KLCM
1079
KG&L Capital Management
Louisiana
$1.28M +$41.1K +825 +3%
FB
1080
Fulton Bank
Pennsylvania
$1.27M +$127K +2,550 +11%
MAS
1081
Madden Advisory Services
Florida
$1.26M -$61.8K -1,240 -5%
TW
1082
TrinityPoint Wealth
Connecticut
$1.26M +$850K +17,040 +207%
WCM
1083
Wealthcare Capital Management
Virginia
$1.26M -$63.1K -1,265 -5%
AAMC
1084
Asset Allocation & Management Company
Illinois
$1.26M -$517K -10,375 -29%
GI
1085
GS Investments
Minnesota
$1.25M -$8.23K -165 -0.7%
SWM
1086
Shakespeare Wealth Management
Wisconsin
$1.25M -$38.9K -780 -3%
TCOT
1087
Trust Company of Toledo
Ohio
$1.25M +$356K +7,140 +40%
TWM
1088
Thrive Wealth Management
Pennsylvania
$1.25M -$8.98K -180 -0.7%
MCM
1089
Maple Capital Management
Vermont
$1.25M +$63.3K +1,270 +5%
TCA
1090
Transcend Capital Advisors
New Jersey
$1.25M +$639K +12,805 +105%
OWA
1091
Octavia Wealth Advisors
Ohio
$1.24M +$54.4K +1,085 +5%
FFA
1092
Fortune Financial Advisors
Kansas
$1.24M -$11.2K -225 -0.9%
PVAMC
1093
PPS&V Asset Management Consultants
Michigan
$1.23M -$16K -320 -1%
MBTD
1094
Mechanics Bank - Trust Department
California
$1.23M +$405K +8,125 +49%
AR
1095
Apeiron RIA
Texas
$1.23M +$1.23M +24,625 New
NA
1096
Navellier & Associates
Nevada
$1.23M +$1.23M +24,575 New
CCA
1097
Cora Capital Advisors
New Jersey
$1.22M -$19.7K -395 -2%
SFG
1098
Sovereign Financial Group
Connecticut
$1.22M +$130K +2,605 +12%
GWP
1099
Gateway Wealth Partners
Wisconsin
$1.22M +$291K +5,825 +31%
EGWAG
1100
Elwood & Goetz Wealth Advisory Group
Georgia
$1.21M -$12.5K -250 -1%
42 43
44
45 46