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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 %
BWP
1351
Baldwin Wealth Partners
Massachusetts
$601K -$6.23K -125 -1%
IC
1352
Innealta Capital
Texas
$595K -$115K -2,315 -16%
LDB
1353
Lee, Danner & Bass
Tennessee
$595K – – –
BI
1354
Ballast Inc
Kentucky
$593K -$29.7K -595 -5%
HWM
1355
Horizons Wealth Management
North Carolina
$592K -$9.23K -185 -2%
AWA
1356
Arkadios Wealth Advisors
Georgia
$592K +$78K +1,565 +15%
RZH
1357
Relyea Zuckerberg Hanson
Connecticut
$592K – – –
CWC
1358
Carolinas Wealth Consulting
North Carolina
$591K -$307K -6,495 -34%
BFA
1359
Bragg Financial Advisors
North Carolina
$591K – – –
IDA
1360
Intelligence Driven Advisers
California
$589K – – –
ECM
1361
EagleClaw Capital Management
Massachusetts
$587K – – –
SHA
1362
Seneca House Advisors
Virginia
$586K +$4.44K +90 +0.8%
WLPWM
1363
Walled Lake Planning & Wealth Management
Illinois
$585K -$3.24K -65 -0.6%
VCP
1364
Verus Capital Partners
Arizona
$583K +$206K +4,130 +55%
RIA
1365
Realta Investment Advisors
Delaware
$582K -$11.8K -225 -2%
CPA
1366
Cardiff Park Advisors
California
$581K +$131K +2,635 +29%
SNB
1367
Security National Bank
Nebraska
$580K -$9.51K -190 -2%
FPWM
1368
FSB Premier Wealth Management
Iowa
$580K -$2.49K -50 -0.4%
PPW
1369
Presilium Private Wealth
Pennsylvania
$579K +$748 +15 +0.1%
CIS
1370
Connors Investor Services
Pennsylvania
$578K – – –
FNBSF
1371
First National Bank Sioux Falls
South Dakota
$577K – – –
LSIA
1372
LaSalle St. Investment Advisors
Illinois
$577K +$56.3K +1,130 +11%
OPWM
1373
Oakwell Private Wealth Management
Texas
$575K – – –
DTC
1374
Davidson Trust Company
Washington
$574K +$58.6K +1,175 +11%
OPWM
1375
Oxinas Partners Wealth Management
Indiana
$574K +$5.24K +105 +0.9%
53 54
55
56 57