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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 %
JWCA
1401
J.W. Coons Advisors
Ohio
$547K – – –
QCM
1402
QRG Capital Management
Illinois
$547K +$547K +10,960 New
SWM
1403
SFG Wealth Management
Maryland
$546K -$5.74K -115 -1%
WAM
1404
Weatherly Asset Management
California
$546K -$6.26K -125 -1%
SAG
1405
Spotlight Asset Group
Illinois
$546K +$11.2K +225 +2%
GIA
1406
Guyasuta Investment Advisors
Pennsylvania
$545K -$14K -280 -2%
ICG
1407
InterOcean Capital Group
Tennessee
$545K +$142K +2,840 +35%
TVAMP
1408
Tennessee Valley Asset Management Partners
Tennessee
$543K – – –
TSWM
1409
Tyler-Stone Wealth Management
Ohio
$543K +$14.2K +285 +3%
FPCG
1410
Fort Pitt Capital Group
Pennsylvania
$542K +$50.6K +1,015 +10%
RBC
1411
Romano Brothers & Co
Illinois
$541K – – –
NRG
1412
Nemes Rush Group
Michigan
$540K +$315K +6,315 +140%
ClearBridge Investments
1413
ClearBridge Investments
New York
$539K – – –
JLBC
1414
J.L. Bainbridge & Co
Florida
$539K – – –
PS
1415
Planned Solutions
California
$536K – – –
WPC
1416
Waters Parkerson & Co
Louisiana
$534K -$7.99K -160 -1%
RG
1417
Retirement Group
California
$532K -$21.7K -435 -4%
GG
1418
Greenwood Gearhart
Arkansas
$532K – – –
SCA
1419
STALEY CAPITAL ADVISERS
Pennsylvania
$531K +$3.49K +70 +0.7%
WIA
1420
World Investment Advisors
California
$531K +$531K +10,600 New
APW
1421
Aurora Private Wealth
New Jersey
$531K +$279K +5,600 +111%
MWM
1422
Maltin Wealth Management
New Jersey
$530K – – –
ARIS
1423
Advanced Research Investment Solutions
California
$529K -$74.9K -1,495 -12%
WF
1424
Williams Financial
Vermont
$528K +$528K +10,590 New
ZIG
1425
Zullo Investment Group
Pennsylvania
$524K -$33.9K -680 -6%
55 56
57
58 59