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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 %
JWBC
1151
John W. Brooker & Co
California
$1.04M +$16K +320 +2%
CFA
1152
CWS Financial Advisors
Michigan
$1.04M – – –
HCM
1153
Hollencrest Capital Management
California
$1.04M – – –
CHA
1154
Carmichael Hill & Associates
Maryland
$1.04M -$20.7K -415 -2%
LWANC
1155
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.04M +$8.23K +165 +0.8%
SDWMA
1156
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.04M +$13.5K +270 +1%
TFA
1157
Tranquilli Financial Advisor
New Jersey
$1.03M +$279K +5,585 +37%
PIMG
1158
Patriot Investment Management Group
Tennessee
$1.02M -$75.3K -1,510 -7%
WA
1159
WBH Advisory
Maryland
$1.02M -$275K -5,510 -21%
IIM
1160
Ipswich Investment Management
Massachusetts
$1.02M -$16.2K -325 -2%
MAM
1161
MWA Asset Management
Massachusetts
$1.02M +$1.02M +20,385 New
LA
1162
Lane & Associates
New Jersey
$1.01M -$16.2K -325 -2%
LMIM
1163
Lockheed Martin Investment Management
Maryland
$1.01M – – –
RA
1164
Ruggaard & Associates
Ohio
$1.01M – – –
AWA
1165
ARQ Wealth Advisors
Arizona
$1.01M -$64.6K -1,295 -6%
MAM
1166
MMA Asset Management
Pennsylvania
$1M -$806K -16,160 -45%
MA
1167
MBA Advisors
Pennsylvania
$1M -$110K -2,200 -10%
FA
1168
FDx Advisors
Illinois
$998K +$226K +4,540 +29%
MWM
1169
Maripau Wealth Management
Indiana
$996K +$429K +8,595 +76%
CG
1170
Caprock Group
Idaho
$995K +$8.77K +175 +0.9%
VWM
1171
Venturi Wealth Management
Texas
$991K +$395K +7,915 +66%
EIA
1172
Eldridge Investment Advisors
New Hampshire
$990K -$70.8K -1,420 -7%
SFS
1173
Security Financial Services
Indiana
$984K +$984K +19,740 New
WMWM
1174
Whitaker-Myers Wealth Managers
Ohio
$983K -$452K -9,060 -31%
SS
1175
Sunbelt Securities
Texas
$983K +$176K +3,520 +22%
45 46
47
48 49