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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.

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
1
JPMorgan Chase & Co
New York
$4.18B
2
FCAS
2
First Command Advisory Services
Texas
$532M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.04B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.43B
5
PFO
5
Pathstone Family Office
New Jersey
$358M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$171M
2
CCA
2
Catalyst Capital Advisors
New York
$390M
3
MRC
3
Millburn Ridgefield Corp
New York
$390M
4
Wells Fargo
4
Wells Fargo
California
$2.51B
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
101
Vicus Capital
Pennsylvania
$64.6M 1,296,065 +115 +0%
CA
102
Clearstead Advisors
Ohio
$64.6M 1,295,290 +695,550 +116%
MPWT
103
MassMutual Private Wealth & Trust
Connecticut
$62.7M 1,258,055 -56,510 -4%
BFPW
104
BOK Financial Private Wealth
Colorado
$62.3M 1,244,120 +8,465 +0.7%
LF
105
Lee Financial
Texas
$61.1M 1,221,425 -68,305 -5%
AFG
106
Arkansas Financial Group
Arkansas
$60.2M 1,208,005 -11,715 -1%
KA
107
Klingman & Associates
New York
$59.9M 1,200,180 +44,745 +4%
PFM
108
Phillips Financial Management
Indiana
$59.7M 1,197,165 -28,520 -2%
KAS
109
Kestra Advisory Services
Texas
$58.4M 1,171,860 +36,420 +3%
PA
110
Planning Alternatives
Michigan
$58M 1,162,190 -8,395 -0.7%
LRIA
111
Leonard Rickey Investment Advisors
Washington
$57.6M 1,155,310 -2,240 -0.2%
OAM
112
Oppenheimer Asset Management
New York
$56.8M 1,138,230 -23,440 -2%
SAF
113
Smith Anglin Financial
Texas
$56M 1,122,135 +28,325 +3%
TD Asset Management
114
TD Asset Management
Ontario, Canada
$55.8M 1,119,260 – –
FSC
115
Full Sail Capital
Oklahoma
$55.7M 1,117,790 +30,085 +3%
TFO
116
Tarbox Family Office
California
$55.1M 1,103,995 -11,415 -1%
SFG
117
Sage Financial Group
Pennsylvania
$54.6M 1,094,530 +31,370 +3%
FIB
118
First Interstate Bank
Montana
$53.9M 1,081,725 +13,030 +1%
Barclays
119
Barclays
United Kingdom
$52.6M 1,055,585 -344,085 -25%
Bank of Nova Scotia
120
Bank of Nova Scotia
Ontario, Canada
$52.1M 1,043,860 -5 -0%
AWA
121
Alaska Wealth Advisors
Alaska
$52M 1,043,050 +22,730 +2%
VA
122
Valmark Advisers
Ohio
$51.7M 1,037,070 -12,010 -1%
CAL
123
Capital Analysts LLC
Pennsylvania
$51.4M 1,031,190 +7,390 +0.7%
MAM
124
Madison Asset Management
Wisconsin
$50.5M 1,012,435 -68,650 -6%
WTC
125
WhitTier Trust Company
Nevada
$50.4M 1,009,755 +25,070 +3%
3 4
5
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