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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 %
MPW
1301
Melone Private Wealth
Michigan
$679K – – –
SPAS
1302
Spectrum Planning & Advisory Services
California
$674K +$674K +13,510 New
CANC
1303
Culbertson A N & Co
Virginia
$673K +$12.5K +250 +2%
NRI
1304
NFP Retirement Inc
California
$673K +$2.24K +45 +0.3%
OSAM
1305
O'Shaughnessy Asset Management
Connecticut
$672K +$69.1K +1,385 +11%
SFO
1306
Stokes Family Office
Louisiana
$672K +$314K +6,290 +88%
USCWA
1307
U.S. Capital Wealth Advisors
Texas
$671K -$11.7K -235 -2%
TLFA
1308
True Link Financial Advisors
California
$670K -$146K -2,935 -18%
PIP
1309
Peachtree Investment Partners
Florida
$669K +$3.74K +75 +0.6%
RSS
1310
Rosenblum Silverman Sutton
California
$668K +$13.7K +275 +2%
FI
1311
Financial Insights
Washington
$666K -$248K -5,250 -27%
BWAM
1312
Boyd Watterson Asset Management
Ohio
$665K – – –
OCM
1313
One Capital Management
California
$665K -$2.49K -50 -0.4%
NLP
1314
Next Level Private
New York
$664K +$2.71K +55 +0.4%
BCA
1315
Bay Colony Advisors
Massachusetts
$663K -$24.9K -500 -4%
SC
1316
Stephens Consulting
Michigan
$663K – – –
FRA
1317
FFG Retirement Advisors
Colorado
$661K +$661K +13,260 New
GGI
1318
Godsey & Gibb Inc
Virginia
$661K +$47.9K +960 +8%
CWM
1319
Certus Wealth Management
California
$661K +$661K +13,255 New
SC
1320
Sepio Capital
Utah
$659K -$55.4K -1,110 -8%
CBT
1321
CoreFirst Bank & Trust
Kansas
$655K +$332K +6,665 +103%
NFC
1322
Northeast Financial Consultants
Connecticut
$655K – – –
GWSA
1323
Global Wealth Strategies & Associates
Colorado
$654K -$51.1K -1,025 -7%
WDG
1324
Wealth Dimensions Group
Ohio
$650K +$20K +400 +3%
SWM
1325
Selective Wealth Management
Virginia
$650K -$85.2K -1,750 -12%
51 52
53
54 55