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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 %
CWS
1176
Confluence Wealth Services
Pennsylvania
$977K -$68.8K -1,380 -7%
SMWM
1177
Silvia McColl Wealth Management
California
$977K – – –
KWS
1178
Keystone Wealth Services
California
$972K +$450K +9,015 +86%
WOSD
1179
WFA of San Diego
California
$971K -$36.7K -735 -4%
VAFP
1180
Vahanian & Associates Financial Planning
New York
$971K -$94.8K -1,900 -9%
MOACM
1181
Mutual of America Capital Management
New York
$969K -$956K -19,160 -50%
RF
1182
Rollins Financial
Georgia
$964K -$274K -5,500 -22%
TWM
1183
Tradition Wealth Management
Minnesota
$949K +$633K +12,680 +200%
MC
1184
Moors & Cabot
Massachusetts
$945K +$3.74K +75 +0.4%
SXL
1185
Summit X LLC
Missouri
$945K -$194K -3,875 -17%
ACG
1186
Allen Capital Group
Nebraska
$942K -$37.4K -760 -4%
PWM
1187
PBMares Wealth Management
Virginia
$941K – – –
AIP
1188
Almanack Investment Partners
Pennsylvania
$939K -$40.1K -805 -4%
CWM
1189
Centurion Wealth Management
Virginia
$939K +$485K +9,720 +107%
WCAMG
1190
Woodard & Company Asset Management Group
North Carolina
$933K -$17K -340 -2%
PTB
1191
Pioneer Trust Bank
Oregon
$933K – – –
JBA
1192
Johnson Bixby & Associates
Washington
$932K -$39.2K -785 -4%
BCM
1193
Brookmont Capital Management
Texas
$923K -$5.24K -105 -0.6%
HPM
1194
Hoxton Planning & Management
West Virginia
$923K +$512K +10,270 +125%
CWA
1195
Clearview Wealth Advisors
Oregon
$918K +$863K +17,310 +1,574%
SA
1196
Strategic Advisors
New York
$913K -$6.48K -130 -0.7%
IAG
1197
Investment Advisory Group
Massachusetts
$906K +$32.2K +645 +4%
PIA
1198
Panoramic Investment Advisors
Colorado
$894K +$894K +17,925 New
CAWM
1199
Capital Advisors Wealth Management
Washington
$891K – – –
COCM
1200
Charter Oak Capital Management
New Hampshire
$891K -$18K -360 -2%
46 47
48
49 50