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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 %
TNBTD
1201
Trustmark National Bank Trust Department
Mississippi
$891K -$59.1K -1,185 -6%
DFG
1202
Demars Financial Group
Washington
$890K -$31.4K -630 -3%
SCA
1203
Sandy Cove Advisors
Massachusetts
$886K -$30.2K -605 -3%
OC
1204
Oarsman Capital
Wisconsin
$885K +$43.9K +880 +5%
DACG
1205
Donor Advised Charitable Giving
California
$885K -$26.7K -535 -3%
VF
1206
Vawter Financial
Ohio
$878K -$199K -4,000 -19%
BWA
1207
Beam Wealth Advisors
Louisiana
$877K +$2K +40 +0.2%
EIA
1208
Edgemoor Investment Advisors
Maryland
$876K +$206K +4,125 +31%
NL
1209
NWAM LLC
Washington
$873K -$4M -80,160 -82%
DAM
1210
Derbend Asset Management
Georgia
$872K +$872K +17,495 New
SAM
1211
S.A. Mason
Michigan
$871K +$4.24K +85 +0.5%
BFG
1212
Beacon Financial Group
Texas
$852K -$1.72M -32,550 -67%
WWM
1213
Wolff Wiese Magana
California
$851K +$40.1K +805 +5%
CFG
1214
Cosner Financial Group
Colorado
$851K -$47.4K -950 -5%
TPA
1215
Trivium Point Advisory
Connecticut
$849K -$163K -3,375 -16%
TA
1216
TFG Advisers
Michigan
$848K -$249 -5 -0%
W
1217
WPWealth
Texas
$846K +$24.7K +495 +3%
CBFP
1218
Cedar Brook Financial Partners
Ohio
$846K -$75.1K -1,505 -8%
AIM
1219
Anchor Investment Management
South Carolina
$843K -$6.98K -140 -0.8%
EBSAM
1220
Eubel Brady & Suttman Asset Management
Ohio
$843K – – –
MM
1221
Meridian Management
Arkansas
$842K -$61.8K -1,240 -7%
FH
1222
FWG Holdings
Florida
$842K -$232K -4,790 -22%
HA
1223
HFG Advisors
Ohio
$838K – – –
SM
1224
Sweeney & Michel
California
$835K -$1.7K -35 -0.2%
EL
1225
EQ LLC
Washington
$832K +$357K +7,155 +75%
47 48
49
50 51