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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 %
SWM
1326
Shelton Wealth Management
Texas
$650K -$24.2K -485 -4%
PP
1327
Patten & Patten
Tennessee
$650K +$41.6K +835 +7%
FDCDDQ
1328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$646K +$36.9K +740 +6%
GAG
1329
GM Advisory Group
New York
$642K – – –
RA
1330
Rise Advisors
New York
$640K -$264K -5,300 -29%
AssetMark Inc
1331
AssetMark Inc
California
$638K +$589K +11,815 +1,206%
GAM
1332
Gemmer Asset Management
California
$636K +$44.9K +900 +8%
SHFA
1333
SC&H Financial Advisors
Maryland
$636K – – –
ST
1334
Somerset Trust
Pennsylvania
$635K – – –
HC
1335
Hamilton Capital
Ohio
$632K -$998 -20 -0.2%
KA
1336
Kooman & Associates
Pennsylvania
$631K +$45.1K +905 +8%
IPW
1337
Intergy Private Wealth
Colorado
$626K – – –
HFS
1338
Howard Financial Services
Texas
$619K -$2.74K -55 -0.4%
CT
1339
Columbia Trust
Oregon
$618K +$6.98K +140 +1%
SWM
1340
SeaCrest Wealth Management
New York
$618K +$15.5K +310 +3%
AF
1341
Alerus Financial
North Dakota
$616K – – –
ATC
1342
Adirondack Trust Company
New York
$616K -$38.4K -770 -6%
SCA
1343
Sage Capital Advisors
South Dakota
$616K – – –
GSIS
1344
Global Strategic Investment Solutions
Arizona
$615K -$52.9K -1,060 -8%
Invesco
1345
Invesco
Georgia
$615K -$359K -7,205 -37%
ACA
1346
Aptus Capital Advisors
Alabama
$611K +$80.8K +1,620 +15%
CAM
1347
Concorde Asset Management
Michigan
$609K +$271K +5,455 +80%
PL
1348
Plancorp LLC
Missouri
$607K – – –
JWS
1349
Juncture Wealth Strategies
Arizona
$606K -$1.42M -28,375 -70%
MSFS
1350
Main Street Financial Solutions
Pennsylvania
$605K -$1.5K -30 -0.2%
52 53
54
55 56