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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 %
MA
1276
MONECO Advisors
Connecticut
$726K +$97K +1,945 +15%
DSA
1277
Droms Strauss Advisors
Missouri
$724K – – –
NWMG
1278
National Wealth Management Group
Ohio
$724K -$1.25K -25 -0.2%
CWA
1279
Consilio Wealth Advisors
Washington
$724K – – –
CCA
1280
Conservest Capital Advisors
Pennsylvania
$720K – – –
SWA
1281
Strategies Wealth Advisors
Michigan
$718K -$49.4K -990 -6%
EC
1282
Estate Counselors
Wisconsin
$716K -$668K -13,400 -48%
MLL
1283
Moody Lynn & Lieberson
Massachusetts
$711K – – –
PSF
1284
Pacific Sun Financial
California
$707K -$29.9K -600 -4%
OP
1285
ORG Partners
Indiana
$704K -$1.22M -24,365 -63%
WFA
1286
Wells Financial Advisors
Massachusetts
$704K – – –
ACP
1287
Aveo Capital Partners
Colorado
$702K +$39.9K +800 +6%
JWWM
1288
Johnson & White Wealth Management
Pennsylvania
$701K +$701K +14,055 New
WCG
1289
Weaver Consulting Group
California
$698K -$2.49K -50 -0.4%
TTWM
1290
TCV Trust & Wealth Management
Virginia
$698K -$38.6K -775 -5%
WCWM
1291
Willow Creek Wealth Management
California
$698K +$30.4K +610 +5%
AFG
1292
Atomi Financial Group
New York
$697K +$697K +13,970 New
MFC
1293
Morris Financial Concepts
South Carolina
$693K -$56.8K -1,140 -8%
SEEDPG
1294
S.E.E.D. Planning Group
New York
$692K -$109K -2,195 -14%
FWP
1295
Firethorn Wealth Partners
Georgia
$688K +$688K +13,795 New
NCM
1296
Narwhal Capital Management
Georgia
$687K -$3.49K -70 -0.5%
SSWM
1297
Smith Salley Wealth Management
North Carolina
$685K +$13.7K +275 +2%
S
1298
SignatureFD
Georgia
$685K +$22.7K +455 +3%
CCWM
1299
Cassaday & Co Wealth Management
Virginia
$682K +$7.48K +150 +1%
YWS
1300
Yarger Wealth Strategies
Ohio
$681K -$16.7K -335 -2%
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