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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 %
RI
1376
Ridgewood Investments
New Jersey
$572K – – –
EFG
1377
Ethos Financial Group
Pennsylvania
$571K +$571K +11,400 New
NG
1378
NWK Group
California
$571K +$21.2K +425 +4%
Fisher Asset Management
1379
Fisher Asset Management
Washington
$570K -$79.1K -1,585 -12%
BOSSRA
1380
B.O.S.S. Retirement Advisors
Utah
$568K +$35.9K +720 +7%
VFPI
1381
Vantage Financial Partners (Illinois)
Illinois
$567K +$126K +2,535 +29%
AFP
1382
Ausdal Financial Partners
Iowa
$567K +$126K +2,520 +28%
PWA
1383
Peterson Wealth Advisors
Utah
$564K – – –
CT
1384
Clearstead Trust
Maine
$562K +$47.9K +960 +9%
BOPW
1385
Brandywine Oak Private Wealth
Pennsylvania
$561K -$10.5K -210 -2%
WAG
1386
Wallace Advisory Group
California
$561K +$289K +5,525 +106%
LNWTC
1387
Laird Norton Wetherby Trust Company
Washington
$560K +$560K +11,180 New
PCM
1388
Palisade Capital Management
New Jersey
$559K +$60.8K +1,220 +12%
OAM
1389
Oak Asset Management
California
$559K +$3.74K +75 +0.7%
CPSC
1390
Carl P. Sherr & Co
Massachusetts
$559K -$6.73K -135 -1%
IRAG
1391
Investment Research & Advisory Group
Georgia
$558K -$68.1K -1,365 -11%
GEA
1392
Glen Eagle Advisors
New Jersey
$557K +$58.1K +1,165 +12%
CCP
1393
Clarkston Capital Partners
Michigan
$555K – – –
FFW
1394
Fusion Family Wealth
New York
$554K +$20.4K +410 +4%
SAM
1395
Summit Asset Management
Tennessee
$553K – – –
MCM
1396
McRae Capital Management
New Jersey
$552K +$8.48K +170 +2%
MWM
1397
Merriman Wealth Management
Washington
$549K -$11.8K -235 -2%
OCG
1398
Opus Capital Group
Ohio
$549K +$22.2K +445 +4%
KFI
1399
Key Financial Inc
Pennsylvania
$549K +$10.7K +215 +2%
AMM
1400
American Money Management
California
$549K +$748 +15 +0.1%
54 55
56
57 58