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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 %
SAM
1251
Seelaus Asset Management
New Jersey
$775K -$1.25K -25 -0.2%
GWM
1252
GDS Wealth Management
Texas
$774K -$6.98K -140 -0.9%
WSWA
1253
Warren Street Wealth Advisors
California
$773K – – –
GWM
1254
Greenwich Wealth Management
Connecticut
$770K +$64.8K +1,300 +9%
SWA
1255
Strata Wealth Advisors
Texas
$769K +$769K +15,430 New
HWA
1256
Hilltop Wealth Advisors
North Carolina
$768K – – –
SC
1257
Scotia Capital
Ontario, Canada
$766K -$52.6K -1,055 -6%
PWP
1258
Principle Wealth Partners
Connecticut
$757K – – –
DE
1259
Day & Ennis
Georgia
$757K +$757K +15,175 New
IFO
1260
Independent Family Office
New York
$754K +$298K +5,985 +66%
HCM
1261
Howland Capital Management
Massachusetts
$753K – – –
AFG
1262
ABLE Financial Group
Arizona
$752K +$53.1K +1,065 +8%
CCA
1263
Checchi Capital Advisers
California
$749K – – –
LA
1264
Latitude Advisors
Florida
$745K +$4.74K +95 +0.6%
Verition Fund Management
1265
Verition Fund Management
Connecticut
$745K +$745K +14,940 New
BC
1266
Bowman & Company
Wisconsin
$744K -$91.5K -1,835 -11%
SFA
1267
Source Financial Advisors
New York
$739K -$149K -2,990 -17%
D
1268
Dentgroup
Louisiana
$738K +$279K +5,600 +61%
MFT
1269
Moisand Fitzgerald Tamayo
Florida
$736K -$31.2K -625 -4%
HCMT
1270
Highland Capital Management (Tennessee)
Tennessee
$734K -$8.73K -175 -1%
TPW
1271
TL Private Wealth
Texas
$733K +$1.23K +25 +0.2%
CMP
1272
Courage Miller Partners
Virginia
$733K +$60.3K +1,210 +9%
CWM
1273
Capital Wealth Management
Rhode Island
$732K -$104K -2,095 -12%
TNB
1274
Thomasville National Bank
Georgia
$731K -$26.4K -530 -3%
KL
1275
KWMG LLC
Kansas
$729K -$128K -2,565 -15%
49 50
51
52 53