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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 %
1WM
1101
1900 Wealth Management
Texas
$1.2M +$200K +4,010 +20%
CCA
1102
Clearwater Capital Advisors
Illinois
$1.19M -$26.2K -525 -2%
WEG
1103
World Equity Group
Illinois
$1.19M +$698K +14,000 +143%
AC
1104
Abbrea Capital
California
$1.18M +$15K +300 +1%
NS
1105
NBC Securities
Alabama
$1.18M +$1.18M +23,650 New
SW
1106
StrongBox Wealth
Missouri
$1.18M +$21.7K +435 +2%
GSIAS
1107
Garden State Investment Advisory Services
New Jersey
$1.18M -$11.2K -225 -0.9%
LRWA
1108
Long Run Wealth Advisors
New York
$1.17M -$1.75K -35 -0.1%
MJRIC
1109
Mogy Joel R Investment Counsel
California
$1.17M -$13.7K -275 -1%
IAA
1110
Independent Advisor Alliance
North Carolina
$1.17M -$138K -2,770 -11%
PFBT
1111
Parkside Financial Bank & Trust
Missouri
$1.17M +$427K +8,560 +58%
CIS
1112
Continental Investors Services
Washington
$1.17M -$1.14M -22,805 -49%
WA
1113
Wealthstream Advisors
New York
$1.15M – – –
FNWM
1114
Financial Network Wealth Management
Utah
$1.15M -$22.1K -450 -2%
T. Rowe Price Associates
1115
T. Rowe Price Associates
Maryland
$1.15M -$25K -500 -2%
LNB
1116
Ledyard National Bank
$1.15M +$96.2K +1,930 +9%
FNC
1117
First National Corp
Massachusetts
$1.15M +$60.8K +1,220 +6%
KFGK
1118
Keystone Financial Group (Kentucky)
Kentucky
$1.14M -$268K -5,365 -19%
FAAM
1119
First Ascent Asset Management
Colorado
$1.14M -$92.3K -1,850 -7%
MIM
1120
Marco Investment Management
Georgia
$1.13M – – –
CCM
1121
Crew Capital Management
Ohio
$1.13M -$892K -17,895 -44%
PFG
1122
Pinnacle Financial Group
Illinois
$1.12M – – –
ZF
1123
Zhang Financial
Michigan
$1.11M -$3.49K -70 -0.3%
CCG
1124
Chatham Capital Group
Georgia
$1.1M +$1.1M +22,120 New
WMP
1125
Wealth Management Partners
Arizona
$1.1M -$9.48K -190 -0.9%
43 44
45
46 47